At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.

IHRE AUFGABEN

Client Administration and Management

• Supports the RM and team in client interaction in all respects

• Attends to incoming calls and takes prompt action

• Maintains and updates records of client instructions, details, and preferences. Creates system-based reports for the RM

• Provides clients with verbal and/or written information and data, giving neither advice nor any statement of opinion as value judgement

• Processes orders, trades, transactions, payments placement (outside e-channels) and handles and executes clients’ requests

• Helps to promote and service dedicated Intermediaries e-channels

• Monitors the maturity list for deposits, loans, trades; takes action where instruction is standard, seeks instructions (from RM or client) if necessary and required

Business Management

• Organises and follows up client meetings, including logistics and document preparation

• Supports the RM in investigations and troubleshooting, maintaining close bank-internal cross-team/division collaboration

Risk Management and Controls

• Full adherence at all times to compliance, legal guidelines, internal rules, regulations and policies

• Is a first line of risk defence, through raising concerns, following up on issues and escalating as necessary

YOUR PROFILE

Education and Experience

• Relevant educational (bank apprenticeship or equivalent) and professional background in the financial industry or within an EAM

• Ideally 3+ years of work experience as Assistant Relationship Manager or in a similar role

Professional Skills

• Foundational knowledge of financial markets: structure, function and legal/regulatory environment as well as industry awareness

• Basic understanding of relevant products and services applicable to EAM clients, plus valuation principles

• Strong fluency in English (oral and written) and other languages according to the market requirement

• Very good MS Office skills

Personal and Social Skills

• Excellent organisational skills, able to work swiftly, independently within the Assistant RM scope and accurately even when under pressure

• Proactive, friendly and solution- as well as customer-oriented attitude

• Strong team player with excellent communication skills

• Professional appearance and impactful

• High personal integrity and risk awareness/ethical mindset

We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site .

Is this not quite what you are looking for? Set up a job alert by creating a candidate account here .