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

The Assistant supports the Team and the Relationship Managers (RMs) with all Intermediaries & FO and end-client requests on trading and operational aspects - with the objective to ensure seamless operations and fast, competent and complete responses.

About Wealth Managers

• 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.

Responsibilities

• Responsibilities include order placement, handling of client requests, payment execution and placement of loans and deposits.
• Accuracy and timeliness are paramount, with effective handling of enquiries and data provision, plus escalation to senior colleagues where necessary.
• The RM relies on the Assistant to help promote and service the e-channels dedicated to the Intermediaries & FO and to process the related requests and enquiries.
• The Assistant is involved in the ongoing information exchange with RMs, plus both internal and external stakeholders in course of business with the clients.
• As such, they are a role model for professional, competent and high-quality client care and the foundation of our successful Front teams.
• CHALLENGE Client Adminstration & 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 the usage and adoption of our dedicated Intermediaries & FO 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/unit collaboration
• Risk Management 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 Personal & Social Skills Excellent organisational skills, able to work swiftly, independently within the Assistant RM scope and accurately even when under pressure
• Strong team player with excellent communication skills
• Professional appearance and impactful
• High personal integrity and risk awareness/ethical mindset

Requirements

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

• & Experience 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 .