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 Relationship Manager (RM) with their Intermediary and end-client related administrative tasks. Responsibilities include handling the on boarding of end-client relationships, as well as maintaining contracts and documentation in the respective systems. The Assistant provides prompt and complete assistance to the RM, tracks dossiers and follow up documentation. The RM relies on the Assistant to process various requests and enquiries, e.g. relating to Portfolio Reporting, Legal & Compliance, Tax, Structures, Credits, etc.

The Assistant is involved in the on-going information exchange with the RM and Team Leader regarding the course of business. The Assistant is also responsible for accurate, efficient and timely processing of payments, trade orders, as well as documenting EAM / end-client instructions and performing call-backs.

YOUR CHALLENGE

Key Areas of Responsibility & time allocation

Acquisition Management: 5%

Relationship Management: 20%

Service Management: 60%

People & Performance Management: 5%

Risk Management: 10%

Key Tasks of this Role:

Administrative support to the RM and Team Leader

Opening & closing of Intermediary relationships and technical relationship maintenance

Opening & closing of end-client accounts

Ensuring client KYC records are maintained to the highest standards

Trouble shooting and close bank-internal cross-teams/divisions collaboration

Support with the completion of client periodic reviews and trigger events

Operational support to the RM in Intermediary relationship maintenance and servicing

Processing of Intermediary / end-client instructions / enquiries incl. signature check & quality assurance

Execution of single & bulk order trades, payments, forex transactions, fixed deposits, etc.

Documentation of e-mail & telephone instructions and tracking of dossiers

Performing call-backs

Training Intermediaries to use Baer®Online and support them via "Baer®Online Hotline

YOUR PROFILE

Personal and Social

Excellent communication skills ( Good Telephone/Written manner )

High customer service standards

Excellent Team player and enjoy working in such an environment

Hard working and dedicated individual

Works well under pressure

Professional and Technical

Relevant banking, compliance and/or asset management, investment experience - back and front office

Microsoft Office i.e. Outlook, Word & Excel, familiarity with Client Relationship Management software

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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