At Julius Baer, we value individual qualities that enable you to be impactful, entrepreneurial, empowered, and create value beyond wealth. Let's shape the future of wealth management together.
The Assistant supports Team and Relationship Managers (RMs) with all Intermediaries and end-client requests on trading and operational aspects – ensuring seamless operations and fast, competent responses.
Responsibilities include order placement, client request handling, payment execution, loan and deposit placement. Accuracy and timeliness are paramount, with effective handling of enquiries and data provision, plus escalation to senior colleagues where necessary.
RMs rely on Assistants to promote and service e-channels dedicated to Intermediaries and process related requests and enquiries.
Assistants are involved in ongoing information exchange with RMs, internal and external stakeholders during business with clients. They are a role model for professional, competent client care and the foundation of our successful Front teams.
Clients Administration and Management
* Supports RMs and team in client interaction in all respects
* Takes prompt action on incoming calls
* Maintains and updates records of client instructions, details, and preferences, creating system-based reports for RMs
* Provides clients with verbal and/or written information and data, without giving advice or opinions
* Processes orders, trades, transactions, payments, and executes clients' requests
* Honours and promotes dedicated Intermediaries e-channels
* Monitors maturity lists for deposits, loans, trades; takes action if standard, seeks instructions from RMs or clients when necessary
* Supports RMs in investigations and troubleshooting, maintaining close bank-internal cross-team/division collaboration
Risk Management and Controls
* Adheres to compliance, legal guidelines, internal rules, regulations, and policies at all times
* Acts as first line of risk defence through raising concerns, following up on issues, and escalating as necessary
Your Profile
Education and Experience
* Relevant educational background in the financial industry or within an EAM
* Ideal 3+ years of work experience as Assistant Relationship Manager or in a similar role
Professional Skills
* Foundational knowledge of financial markets: structure, function, and legal/regulatory environment, plus industry awareness
* Basic understanding of relevant products and services applicable to EAM clients, plus valuation principles
* Strong fluency in French and English (oral and written), with other languages being a plus
* Excellent MS Office skills
Personal and Social Skills
* Excellent organisational skills, working swiftly and independently within the Assistant RM scope
* Proactive, friendly, solution-oriented attitude and customer focus
* Strong team player with excellent communication skills
* Professional appearance and impactful presence
* High personal integrity and risk awareness/ethical mindset