Assistant Relationship Manager 100% (f/m/d)

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.

YOUR CHALLENGE

C l i e n t Support

• Service clients in the day-to-day work and handle the full account management of a client

• Attend incoming calls and e-mails and ensure that always a prompt action is taken, where appropriate is part of client meetings and even leads parts of the meeting (e.g. documentation formalities, compliance, other requests of the client)

• Handle the account openings for new clients as well as account changes to existing clients, 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

• Interacts with clients in an independent and professional manner in all aspects of account management

• Ensures efficient and prompt handling of orders, trades, transactions, etc.

• Monitor the maturity list for deposits, loans, trades; take action where instruction is standard

• Actively ensures that operational account management is undertaken professionally, with all tasks/system alerts cleared directly where possible, actively maintains client key data to ensure CRM and other data sets are correct for good maintenance of the relationship

• Proactively takes the lead in client relationship and all related tasks (systems, applications, processes, documents etc.), with high-quality, precision and timely responsiveness

• Supports RMs in KYC documentation and annual client reviews

• Supports RMs/TH in client interaction and all related tasks (systems, processes, files, documents etc.) with high-quality, precision and timely responsiveness

Business M a na g em e n t

• Manages the internal projects, which impact the account relationships, directly solving the administrative issues that arise and ensuring that all relevant systems are maintained and updated and all documentation collected as necessary

• Organises herself/himself in an efficient and compliant manner and ensures timely and appropriate information of the superior

• Conducts reviews, plans ahead and documents his/her own work at all times

• Become a subject matter expert on our business products, processes and operations, and remain up-to-date

• Collects and shares relevant information, ideas, findings and research with colleagues to improve processes and to increase productivity and quality

• Manages the expense claim process for RMs/TH

Ri s k Management & C o n t r o l s

• Actively helps managing risk (support first line of defence), i.e. in client documentation, by raising concerns, following up on issues 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 tool (e.g. CRM, DiAS)

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YOUR PROFILE

P r o f e ss io na l Skills

• Bank apprenticeship with either at least 5 years of experience as ARM or 3 years of experience as ARM and job related higher degree

• Excellent written and oral skills in German, English and French; additional languages e.g. French, Italian is a plus

• Generalist know-how of a broad array of asset classes paired with a strong interest for financial markets

• In-depth knowledge in banking and pronounced knowledge in all asset classes in a portfolio context

P e r s o n a l & Social Skills

• Very good inter-personal skills, open and approachable, Team player

• Displays excellent situational adaptability, genuine interest in people, ability to relate to clients and colleagues from diverse backgrounds

• Persistent and persuasive and passionate about client service

• Systematic, precise and diligent working style and the ability to perform exceedingly well under pressure

• Proactive and independent work approach

• Takes on extra responsibilities at own initiative, aims for excellence by finding ways to do things smarter, faster, better and is also not afraid to question a status quo

• Exceptional communication skills and always communicates in a friendly, competent and professional manner

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 .

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