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 Relationship Manager (ARM) is a key member of the team within Private Banking. He/she supports the Relationship Manager (RM) and Group Head (GH) in daily operations, administration, client care and relationship management.

The ARM interacts with internal as well as external stakeholders, provides clients with relevant information and supports the RM in implementing customized solutions in all tasks related to the delivery of excellent service to the clients. He/she may be the first point of contact for the client and as such, being able to gain the client’s confidence and give a positive, professional impression will be a strong asset. In this context, strong inter-personal skills are needed, together with a service-oriented mind-set.

The ARM is responsible for the accurate and timely processing of client instructions, as well as the efficient handling of client enquiries, escalating to senior colleagues where necessary. He/she will also assist the Relationship Manager with administrative tasks such as the preparation of presentations, the organising of meetings, events and business trips as well as ad hoc analysis and research.

Furthermore, the ARM acts as role model in bringing the best service quality to the RMs/GH in a fast, professional and friendly manner, always living the Julius Baer values (Care, Passion and Excellence) and thus helping the team to manage and grow its current client base. He/she channels client feedback to the relevant individuals/departments within the Bank to foster continuous improvement and fast adaptation of processes. This position is the backbone of Client Relationship Management. YOUR CHALLENGEClient Administration & ManagementSupports RMs/GH in client interaction and all related tasks (systems, processes, files, documents etc.

) with high-quality, precision and timely responsivenessCustomizes client requests (reporting, statistics, mailings etc. )Manages the RM/GH’s calendar, prepares client meetings, organizes business trips, completes the post processing of client calls, client meetings or business trips for RMs/GHCompiles 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 absencesBusiness ManagementRegularly collects and exchanges relevant information necessary for the jobOrganises himself/herself in an efficient and compliant manner and ensures timely and appropriate information of the superiorConducts reviews, plans ahead and documents his/her work at all timesSupports RM/GH in implementation of projects and initiativesProvides professional input proposals for improvements based on experience, incident occurrence or observationManages the expense claim process for RMs/GHProvides on-going administrative support:

Processes client payment orders, executes securities, funds, bonds, MM / FX tradesDeals with client enquiries and resolves where possibleManages diaries, books client meetings, assists with events preparationPrepares for RM business trips; organises travels, preparing client presentationsMaintains client contact frequency and updates recordsEnsures compliance with local & internal regulations, e. g. client documentation, client’s instructions etc. Organises team meetings, takes the minutes and follows up on action pointsAssists the RM in achieving their targets:

Identifies opportunities for share of wallet increases / cross salesContacts clients to check satisfaction with service levels and to enquire additional needsUndertakes research assignments as requiredRegulatory Responsibilities &/Risk Management & ControlsActively 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 doubtEnsures 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 GHEnsures timely clearance of pending items and escalated deficienciesEnsures appropriate ethical and compliant behaviour in his/her area of responsibilityEnsures correct, meaningful and understandable documentation of client interaction/client orders in the corresponding tool (e. g.

CRM, DiAS)Demonstration of appropriate values and behaviours including but not limited to standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulationsYOUR PROFILEPersonal and SocialCustomer focused and good interpersonal and communication skillsAble to handle verbal and written communication with clients in the client's native language where applicableHigh self-motivation, positive and possess a can do and pro-active attitudeUnderstands the execution and back office processes as well as the legal & compliance proceduresAbility to set priorities and work under pressureGood and fast learning abilityTeam oriented personality (team player) with attention to detailExcellent situational adaptability (able to work with RMs and clients from diverse backgrounds)Friendly, trustworthy and discreet personality with high level of risk awarenessHighly service oriented and passionate about client servicingAlways communicates in a friendly, competent and professional mannerOpen, approachable an displays genuine interest in people and in improving processesSystematic, precise and diligent working style and the ability to perform under pressurePersonal integrity and ethical behaviourProfessional and TechnicalSound affinity with the geographic market(s) covered, i.

e. familiar with the legal and regulatory environment as well as cultural awarenessGood understanding of relevant products and services in Private BankingBasic knowledge of global financial markets and current developments in the industryProven track record in servicing banking clients with complex needs (onboarding of new, maintaining and extending current relationships)A good university degree in Finance, Economics or related disciplineAt least 3 years of relevant ARM experience in Private Bank set upCACS Papers 1 and 2Preferably with CMFAS Modules 1B, 5, 6A, 8A certificationWorking knowledge of T24, Olympics and TEMOSWorking knowledge of Microsoft Office applications (e. g.

Word, Excel, Powerpoint, etc)Regulatory (where applicable)MAS Registered/Appointed RepresentativeWe 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. Is this not quite what you are looking for? Set up a job alert by creating a candidate account here.