Assistant Relationship Manager

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.

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. 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.

YOUR CHALLENGE

Client Administration & 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

• Organizes 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

Regulatory Responsibilities / 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

• Demonstration of appropriate values and behaviours including but not limited to standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management and compliance with applicable laws and regulations

YOUR PROFILEPersonal & 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

Professional

• CACS Papers 1 and 2
• Preferably with CMFAS Modules 1B, 5, 6A, 8A certification
• Working knowledge of T24, Olympics and TEMOS
• Working knowledge of Microsoft Office applications (e.g. Word, Excel, Powerpoint, etc)
• 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

Education & Experience

• A good university degree in Finance, Economics or related discipline
• At least 3 years of relevant ARM experience in Private Bank set up
• Understands the EAM Business industry, business requirements, competitive landscape
• Good product knowledge of private banking solutions, investments, offering etc
• Sound affinity with the geographic market(s) to be covered
• 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

Regulatory (where applicable)

• MAS Registered/Appointed Representative

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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