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Zurich, Zurich, Switzerland · On-site
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 managem…
Skills: Fund analysis, Manager selection, Portfolio monitoring, Equity funds, Financial analysis
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Zurich, Zurich, Switzerland • On-site
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The Assistant Relationship Manager supports the team and Relationship Managers with operational tasks, including order placement, payment execution, and client request handling. They also promote the use of e-channels and ensure seamless communication between internal and external stakeholders.
Candidates should have foundational knowledge of financial markets and proven experience working with financial intermediaries in a private banking or asset management environment. Strong organizational skills, proficiency in MS Office, and fluency in both German and English are required.
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 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.Supports the RM and team in client interaction in all respects
Attends to incoming calls and takes prompt action
Maintains and updates records of client instructions, details, and preferences. Creates system-based reports for the RM
Provides clients with verbal and/or written information and data, giving neither advice nor any statement of opinion as value judgement
Processes orders, trades, transactions, payments placement (outside e-channels) and handles and executes clients’ requests
Helps to promote the usage and adoption of our dedicated Intermediaries & FO e-channels
Monitors the maturity list for deposits, loans, trades; takes action where instruction is standard, seeks instructions (from RM or client) if necessary and required
Organises and follows up client meetings, including logistics and document preparation
Supports the RM in investigations and troubleshooting, maintaining close bank-internal cross-team/unit collaboration
Full adherence at all times to compliance, legal guidelines, internal rules, regulations and policies
Is a first line of risk defence, through raising concerns, following up on issues and escalating as necessary
Foundational knowledge of financial markets: structure, function and legal/regulatory environment as well as industry awareness
Proven experience engaging with financial intermediaries, such as multi-family offices and/or wealth managers, ideally within a private banking or asset management environment
Profound understanding of relevant products and services applicable to EAM clients, plus valuation principles
Excellent organisational skills, able to work swiftly, independently within the Assistant RM scope and accurately even when under pressure
Proactive, friendly and solution- as well as customer-oriented attitude
Strong team player with excellent communication skills
Professional appearance, impactful and high personal integrity and risk awareness/ethical mindset
Proactive, friendly and solution- as well as customer-oriented attitude
Very good MS Office skills
Strong fluency in German & English (oral and written)
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.
Is this not quite what you are looking for? Set up a job alert by creating a candidate account here.
Julius Baer is the international reference in wealth management, based on a solid Swiss heritage.
Julius Baer is present in around 25 countries and 60 locations. Headquartered in Zurich, we have offices in key locations including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo. Our client-centric approach, our objective advice based on the Julius Baer open product platform, our solid financial base, and our entrepreneurial management culture make us the international reference in wealth management.
Offices: Bahnhofstrasse 36, Zurich, Zürich 8010, CH · 7 Straits View, #28-01 Marina One East Tower, Singapore, Singapore 018960, SG · 1 Harbour View Street, Central, 39/F, One International Finance Centre, Hong Kong, Hong Kong Central, HK · Dubai International Financial Centre (DIFC), ICD Brookfield Place, Level 15, Dubai, Dubai 504925, AE · 1 St Martins le Grand, London, England EC1A 4AS, GB
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