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. Lets 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 Team Head (TH) 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 clients 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/TH 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 CHALLENGE
Client Administration & Management
Supports RMs/TH in client interaction and all related tasks (systems, processes, files, documents etc.) with high-quality, precision and timely responsiveness
Customizes client requests (reporting, statistics, mailings etc.)
Manages the RM/THs calendar, prepares client meetings, organizes business trips, completes the post processing of client calls, client meetings or business trips for RMs/TH
Compiles 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 absences
Business Management
Regularly collects and exchanges relevant information necessary for the job
Organises himself/herself in an efficient and compliant manner and ensures timely and appropriate information of the superior
Conducts reviews, plans ahead and documents his/her work at all times
Supports RM/TH in implementation of projects and initiatives
Provides professional input proposals for improvements based on experience, incident occurrence or observation
Manages the expense claim process for RMs/TH
Provides on-going administrative support:
Processes client payment orders, executes securities, funds, bonds, MM / FX trades
Deals with client enquiries and resolves where possible
Manages diaries, books client meetings, assists with events preparation
Prepares for RM business trips; organises travels, preparing client presentations
Maintains client contact frequency and updates records
Ensures compliance with local & internal regulations, e.g. client documentation, clients instructions etc.
Organises team meetings, takes the minutes and follows up on action points
Assists the RM in achieving their targets:
Identifies opportunities for share of wallet increases / cross sales
Contacts clients to check satisfaction with service levels and to enquire additional needs
Undertakes research assignments as required
Regulatory Responsibilities &/Risk Management & Controls
Actively 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 doubt
Ensures 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 TH
Ensures timely clearance of pending items and escalated deficiencies
Ensures appropriate ethical and compliant behaviour in his/her area of responsibility
Ensures 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 regulations
YOUR PROFILE
Personal and Social
Customer focused and good interpersonal and communication skills
Able to handle verbal and written communication with clients in the client's native language where applicable
High self-motivation, positive and possess a can do and pro-active attitude
Understands the execution and back office processes as well as the legal & compliance procedures
Ability to set priorities and work under pressure
Good and fast learning ability
Team oriented personality (team player) with attention to detail
Excellent situational adaptability (able to work with RMs and clients from diverse backgrounds)
Friendly, trustworthy and discreet personality with high level of risk awareness
Highly service oriented and passionate about client servicing
Always communicates in a friendly, competent and professional manner
Open, approachable an displays genuine interest in people and in improving processes
Systematic, precise and diligent working style and the ability to perform under pressure
Personal integrity and ethical behaviour
Professional and Technical
Sound affinity with the geographic market(s) covered, i.e. familiar with the legal and regulatory environment as well as cultural awareness
Good understanding of relevant products and services in Private Banking
Basic knowledge of global financial markets and current developments in the industry
Proven 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 discipline
At least 3 years of relevant ARM experience in Private Bank set up
CACS Papers 1 and 2
Preferably with CMFAS Modules 1B, 5, 6A, 8A certification
Working knowledge of T24, Olympics and TEMOS
Working knowledge of Microsoft Office applications (e.g. Word, Excel, Powerpoint, etc)
Regulatory (where applicable)
MAS Registered/Appointed Representative
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