Cross Unit 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 Booking Centre provides a wide range of support services to the Relationship Managers (RM) and their assistants in other group offices in a timely and diligent manner, whilst always adhering to all applicable Bank policies and other regulations.

The Cross Unit Relationship Manager (CURM) is responsible for handling a book of accounts assigned to them.

YOUR CHALLENGE

Managing e-mail and telephone calls

Assist the Relationship Managers and their assistants in all aspects of the client accounts

Controlling client transactions, including:

Payment control and authorisation, i.e., independent verification of signatures, checking balances and credit facilities, consider due diligence on the transaction and making such further enquiry of the RMs as may be required

Security transactions

Foreign exchange transactions

Money market transactions

Updating the KYC Tool in respect of the transactions and always being alert to suspicious and unusual transactions

Post transaction alert management – review alerts in CLM and analyse information and supporting documents provided by the client or RM, making such further enquiry as may be required

Process any trigger events or general administration changes

Handling corporate action notifications

Completion of periodic client reviews in a timely and diligent manger

Assisting RMs to clear deficiencies

Account closing

Ad-hoc projects

Participation in mandatory learnings and trainings

Keeping up-to-date with local regulation and Bank policies

YOUR PROFILE

Personal and Social

Excellent telephone and written manner

Be able to establish and maintain excellent working relationships with other departments in Guernsey and RM locations

Professional and Technical

5 years banking experience – back and front office

Sound understanding of the regulatory framework in Guernsey

Microsoft Office, i.e., Word & Excel, Host, CRM, OTMS

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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