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 Client Administration & Management
Supports RMs/TH in client interaction and all related tasks (systems, processes, files, documents etc.) with high-quality, precision and timely responsiveness
Customizes client requests (reporting, statistics, mailings etc.)
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/TH
Compiles presentations, supports in drafting investment proposals and in marketing activities if needed (client reception, meetings, business trips, events etc.)
Ensures coverage in case of own absences
Business Management
Regularly collects and exchanges relevant information necessary for the job
Organises himself/herself in an efficient and compliant manner and ensures timely and appropriate information of the superior
Conducts reviews, plans ahead and documents his/her work at all times
Supports RM/TH in implementation of projects and initiatives
Provides professional input proposals for improvements based on experience, incident occurrence or observation
Manages the expense claim process for RMs/TH
Risk Management & Controls
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)
YOUR PROFILE Personal & Social Skills
Team player
Excellent situational adaptability (able to work with RMs and clients from diverse backgrounds)
Friendly, trustworthy and discreet personality with high level of risk awareness
Highly service oriented and passionate about client servicing
Always communicates in a friendly, competent and professional manner
Open, approachable and displays genuine interest in people and in improving processes
Systematic, precise and diligent working style and the ability to perform under pressure
Personal integrity and ethical behaviour
Professional Skills
Sound affinity with the geographic market(s) covered, i.e. familiar with the legal and regulatory environment as well as cultural awareness
Good understanding of relevant products and services in Private Banking
Basic knowledge of global financial markets and current developments in the industry
Education and Experience
Relevant educational (bank apprenticeship or equivalent) and professional background (work experience in the financial industry)
Good language skills (verbal and written) according to specific market requirements
Proven track record in servicing banking clients with complex needs (onboarding of new, maintaining and extending current relationships)
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YOUR CHALLENGE Client Administration & Management
Supports RMs/TH in client interaction and all related tasks (systems, processes, files, documents etc.) with high-quality, precision and timely responsiveness
Customizes client requests (reporting, statistics, mailings etc.)
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/TH
Compiles presentations, supports in drafting investment proposals and in marketing activities if needed (client reception, meetings, business trips, events etc.)
Ensures coverage in case of own absences
Business Management
Regularly collects and exchanges relevant information necessary for the job
Organises himself/herself in an efficient and compliant manner and ensures timely and appropriate information of the superior
Conducts reviews, plans ahead and documents his/her work at all times
Supports RM/TH in implementation of projects and initiatives
Provides professional input proposals for improvements based on experience, incident occurrence or observation
Manages the expense claim process for RMs/TH
Risk Management & Controls
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)
YOUR PROFILE Personal & Social Skills
Team player
Excellent situational adaptability (able to work with RMs and clients from diverse backgrounds)
Friendly, trustworthy and discreet personality with high level of risk awareness
Highly service oriented and passionate about client servicing
Always communicates in a friendly, competent and professional manner
Open, approachable and displays genuine interest in people and in improving processes
Systematic, precise and diligent working style and the ability to perform under pressure
Personal integrity and ethical behaviour
Professional Skills
Sound affinity with the geographic market(s) covered, i.e. familiar with the legal and regulatory environment as well as cultural awareness
Good understanding of relevant products and services in Private Banking
Basic knowledge of global financial markets and current developments in the industry
Education and Experience
Relevant educational (bank apprenticeship or equivalent) and professional background (work experience in the financial industry)
Good language skills (verbal and written) according to specific market requirements
Proven track record in servicing banking clients with complex needs (onboarding of new, maintaining and extending current relationships)
#J-18808-Ljbffr
Assistant Relationship Manager Private Banking - Germany & Austria Arbeitgeber: Dormont Manufacturing Co
Dormont Manufacturing Co ist ein hervorragender Arbeitgeber, der seinen Mitarbeitern in Genf die Möglichkeit bietet, an der Weiterentwicklung der SonarQube-Plattform zu arbeiten. Mit einer flexiblen Arbeitsweise, die sowohl Büro- als auch Remote-Tage umfasst, fördert das Unternehmen eine Kultur der Vielfalt und des kontinuierlichen Lernens, während es gleichzeitig spannende Wachstumschancen in einem dynamischen Umfeld bietet.
