Assistant Relationship Manager; f​/m​/d

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 Relationship Managers (RMs) in addressing all inquiries from our private clients regarding trading and operational matters, aiming to ensure seamless operations and prompt, accurate, and comprehensive responses.

Key responsibilities include order placement, managing client requests, executing payments, and arranging loans and deposits. Emphasis is placed on accuracy and timeliness, with efficient handling of queries and data provision, including timely escalation to senior team members when required.

Relationship Managers rely on the Assistant to support the promotion and servicing of electronic channels dedicated to private clients, as well as to process associated requests and enquiries.

The Assistant actively participates in ongoing communication with RMs and coordinates effectively with internal teams and external stakeholders throughout the course of client-related activities.

• Supports the RM and team in client interaction in all respects

• Responds 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 private banking e-channels

• Monitors the maturity list for deposits, loans, trades; acts 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 always to compliance, legal guidelines, internal rules, regulations and policies

• Acts as the first line of risk defense, 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

• Basic understanding of relevant products and services applicable to private 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, team player and solution-oriented

• Impeccable presentation and communication skills incl. strong MS Office skills

• Strong integrity, ethics and risk awareness combined with solid client-focused mindset

• Excellent organisational skills, able to work swiftly, independently within the Assistant RM scope and accurately even when under pressure

• Business fluent in English and French (oral and written) and other languages according to the market requirement

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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