Assistant Relationship Manager - Markets for a fixed term contract

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

The management assistant provides administrative support to managers in charge of international clients, and in particular prepares files for new relations with the bank and external custodians.

He/she monitors suspense/AML orders. The management assistant is responsible for taking and entering stock market, foreign exchange, DAT and transfer orders.

The management assistant also supports the managers in the periodic review of KYC according to current procedures.

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 an 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

Good understanding of relevant products and services in Private Banking

Basic knowledge of global financial markets and current developments in the industry

Spoken and written English required + another language an asset

Excellent command of IT tools

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

5 years' higher education/ Masters in Finance or equivalent

Minimum 1 year's experience in a similar position in a private bank required

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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