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

• Ensures that accurate and high-quality client relationship documentation formalities are met and maintained to a high standard at all times including client identification documentation (CDB), account opening forms and other relevant legal forms
• Actively ensures that operational account management is undertaken professionally, with all tasks/system alerts cleared directly where possible or via RM if investment-related advice is needed
• Where appropriate is part of client meetings and even leads parts of the meeting (e.g. documentation formalities, compliance, other requests of the client) if case allows
• Actively maintains client key data in liaison with the RM to ensure CRM and other data sets are correct for good maintenance of the relationship
• Proactively takes the lead in supporting the RMs/TH in client relationship and all related tasks (systems, applications, processes, documents etc.), with high-quality, precision and timely responsiveness
• Ensures operational coverage and client interaction (not advice) within the team during absences
• Manages the RM/TH’s calendar, prepares client meetings, organizes business trips, completes the post processing of client calls, client meetings or business trips for RMs/THs on his/her own
• Actively helps managing risk (support first line of defence), i.e. in client documentation, by raising concerns, following up on issues independently and by escalating when in doubt
• Ensures adherence to local regulations and compliance with internal policies and standards (e.g. new account openings, payment instructions, reviewing client phone calls or signing off at own level of competence etc.) in collaboration with the respective RMs and TH
• Ensures timely clearance of pending items and escalated deficiencies
• Ensures appropriate ethical and compliant behaviour in his/her area of responsibility
• Ensures correct, meaningful and understandable documentation of client interaction/client orders in the corresponding tools (e.g. CRM, DiAS)

YOUR PROFILE

• Excellent situational adaptability (able to work with RMs and clients from diverse backgrounds)
• Friendly, trustworthy and discreet personality with a high level of risk awareness
• Positive “can do” attitude and approaches challenges with an open mind
• Highly service oriented and passionate about client servicing
• Exceptional communication skills and always communicates in a friendly, competent and professional manner
• Systematic, precise and diligent working style and the ability to perform exceedingly well under pressure
• Team player
• Either at least 5 years of experience as Assistant RM or 3 years of experience as Assistant RM
• Excellent language skills in German and English (verbal and written)
• Proven track record in servicing banking clients with complex needs (on boarding of new clients, maintaining and extending current relationships)

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 .