pAt 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. /p pThe 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. /p pThe 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. /p h3YOUR CHALLENGE /h3 ul liSupports the RM and team in client interaction in all respects /li liAttends to incoming calls and takes prompt action /li liMaintains and updates records of client instructions, details, and preferences. Creates system-based reports for the RM /li liProvides clients with verbal and/or written information and data, giving neither advice nor any statement of opinion as value judgement /li liProcesses orders, trades, transactions, payments placement (outside e-channels) and handles and executes clients’ requests /li liHelps to promote the usage and adoption of our dedicated Intermediaries FO e-channels /li liMonitors the maturity list for deposits, loans, trades; takes action where instruction is standard, seeks instructions (from RM or client) if necessary and required /li liOrganises and follows up client meetings, including logistics and document preparation /li liSupports the RM in investigations and troubleshooting, maintaining close bank-internal cross-team/unit collaboration /li liFull adherence at all times to compliance, legal guidelines, internal rules, regulations and policies /li liIs a first line of risk defence, through raising concerns, following up on issues and escalating as necessary /li /ul h3YOUR PROFILE /h3 ul liExcellent organisational skills, able to work swiftly, independently within the Assistant RM scope and accurately even when under pressure /li liProactive, friendly and solution- as well as customer-oriented attitude /li liStrong team player with excellent communication skills /li liHigh personal integrity and risk awareness/ethical mindset /li liFoundational knowledge of financial markets: structure, function and legal/regulatory environment as well as industry awareness /li liBasic understanding of relevant products and services applicable to EAM clients, plus valuation principles /li liVery good MS Office skills /li liStrong fluency in English and in German (oral and written) /li /ul pCandidates with immediate or short-term availability will be strongly preferred. /p #J-18808-Ljbffr
Assistant Relationship Manager - Intermediaries 100% (f/m/d), Temporary until 31.07.2027 Arbeitgeber: Julius Baer
Julius Baer ist ein hervorragender Arbeitgeber, der die individuellen Qualitäten seiner Mitarbeiter schätzt und fördert. In einem dynamischen und unterstützenden Arbeitsumfeld bieten wir Ihnen die Möglichkeit, Ihre Fähigkeiten als Corporate Actions Income Specialist voll auszuschöpfen und sich kontinuierlich weiterzuentwickeln. Unsere Unternehmenskultur legt Wert auf Teamarbeit, Eigenverantwortung und Präzision, während wir gleichzeitig eine ausgewogene Work-Life-Balance und attraktive Benefits bieten, um Ihre berufliche und persönliche Zufriedenheit zu gewährleisten.
