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 Relationship Manager (ARM) Private Banking supports one or more Relationship Manager(s) (RM)/ Team Head(s) (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. 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
1. Supports RMs/TH in client interaction and all related tasks (systems, processes, files, documents etc.) with high-quality, precision and timely responsiveness
2. Customizes client requests (reporting, statistics, mailings etc.)
3. Manages the RM/TH’s calendar, prepares client meetings, organizes business trips, completes the post processing of client calls, client meetings or business trips for RMs/TH
4. Compiles presentations, supports in drafting investment proposals and in marketing activities if needed (client reception, meetings, business trips, events etc.)
5. Ensures coverage in case of own absences
Business Management
6. Regularly collects and exchanges relevant information necessary for the job
7. Organises himself/herself in an efficient and compliant manner and ensures timely and appropriate information of the superior
8. Conducts reviews, plans ahead and documents his/her work at all times
9. Supports RM/TH in implementation of projects and initiatives
10. Provides professional input proposals for improvements based on experience, incident occurrence or observation
11. Manages the expense claim process for RMs/TH
Risk Management & Controls
12. 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
13. 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
14. Ensures timely clearance of pending items and escalated deficiencies
15. Ensures appropriate ethical and compliant behaviour in his/her area of responsibility
16. Ensures correct, meaningful and understandable documentation of client interaction/client orders in the corresponding tool (e.g. CRM, DiAS)
YOUR PROFILE
Personal & Social Skills
17. Team player
18. Excellent situational adaptability (able to work with RMs and clients from diverse backgrounds)
19. Friendly, trustworthy and discreet personality with high level of risk awareness
20. Highly service oriented and passionate about client servicing
21. Always communicates in a friendly, competent and professional manner
22. Open, approachable an displays genuine interest in people and in improving processes
23. Systematic, precise and diligent working style and the ability to perform under pressure
24. Personal integrity and ethical behaviour
Professional Skills
25. Sound affinity with the geographic market(s) covered, i.e. familiar with the legal and regulatory environment as well as cultural awareness
26. Good understanding of relevant products and services in Private Banking
27. Basic knowledge of global financial markets and current developments in the industry
Education and Experience
28. Relevant educational (bank apprenticeship or equivalent) and professional background (work experience in the financial industry)
29. Good language skills (verbal and written) according to specific market requirements
30. Proven track record in servicing banking clients with complex needs (onboarding of new, maintaining and extending current relationships)
We are looking forward to receiving your full job application through our online application tool.