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 RM Assistant is a key member of the team within Private Banking. He/she supports the Relationship Manager and Team Head in all tasks related to the delivery of excellent service to the clients.

YOUR CHALLENGE

Tasks & Responsibilities

Assist Relationship Managers (RM) in the day-to-day work servicing clients and handling administrative issues
Attend incoming calls and ensure that always a prompt service provided
Handle the account openings for new clients as well as account maintenance to existing clients including implementation of agreed fees and monitoring of applied fees
Ensure efficient and prompt handling of orders, trades, transactions, payments etc. received from the client directly
Monitor the maturity list for deposits, loans, trades; take action were instruction is standard, seek instructions (from RM or client) if necessary and required
Maintain and update records of client instructions, client details and preferences
Provide clients with information and data in verbal and/or written form, without giving advice or statement of opinion/no judge value
Liaise with other RM-Teams, Operations & IT
Ensure always adherence to compliance, legal guidelines, internal rules, regulations & policies etc.

YOUR PROFILE

Experience/Knowledge/Skills

Relevant higher educational and professional background e.g. Bachelor’s Degree or banking apprenticeship combined first work experience and or relevant internal training
Successfully passed the relevant regulatory online training for RMA information givers
Some experience as a self-motivated Assistant to a Relationship Manager or in the area of portfolio management / investment advisory
Understand the key characteristics, risk and features of those investment products available
Understand the characteristics, scope and total amount of costs and charges to be incurred by the client in the context of transactions in an investment product, investment services or ancillary services
Understand how financial markets function, the structure and how they affect the value and pricing of investment products which information will provided to the client
Understand the impact of economic figures, national/regional/global events on markets and on the value of investment products which information will be provided to the client
Understand the difference between past performance and future performance scenarios as well as the limits of predictive forecasting
Understand issues relating to market abuse and anti-money laundering
Assess data relevant to the investment products on which will be provided to the client, such as Key Investor Information, Documents, prospectuses, financial statements or financial data
Basic knowledge of valuation principles for the type of investment products in relations to the information which will be provided to the client
Able to work independently, well organized, swift and accurate even when under pressure
Service oriented, discreet and responsible
Friendly, open personality, well-presented and professional appearance

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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Assistant Relationship Manager - 100% (m/f/d)

Job Description