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.
Assistant Relationship Manager Private Banking for the Sub-Region Middle East & AfricaAssist Relationship Managers in the day-to-day work servicing clients and handling administrative issues
Attend incoming calls and ensure that always a prompt action is taken
Handle the account openings for new clients as well as account changes to existing clients
Ensure efficient and prompt handling of orders, trades, transactions, payments etc.
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 and Relationship Manager with information and data in verbal and/or written form as needed/requested
Compile KYC files and perform risk management tasks
Liaise with other RM-Teams, Compliance, Risk Management, IC-Sales, Treasury & Trading, Operations & IT
Ensure always adherence to compliance, legal guidelines, internal rules, regulations & policies etc.
Commercial apprenticeship or similar
2 - 4 years of working experience (in banking is favourable)
Operate proficiently Microsoft Office for working on regular presentation preparations, spreadsheets
Strong organizational skills
Fluency in German and English (oral and written)
Service oriented, discreet and responsible
Friendly, open personality, well-presented and professional appearance
Able to work independently, well organized, swift and accurate even when under pressure
Contact: Stephanie Laesser, HR Consultant, +41 58 888 54 28
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