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 the Relationship Managers (RMs) with all private client’s requests, on trading and operational aspects, with the objective to ensure seamless operations and fast, competent and complete responses.
Responsibilities
Responsibilities include order placement, handling of client requests, payment execution and placement of loans and deposits. Accuracy and timeliness are paramount, with effective handling of enquiries and data provision, plus escalation to senior colleagues where necessary.
The Assistant is involved in the ongoing information exchange with RMs, plus both internal and external stakeholders in course of business with the clients.
YOUR CHALLENGE
Client Administration & Management
* 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 and handles and executes clients’ requests
* Supports the local teams with cash service and with the reception of the clients on site
* Monitors the maturity list for deposits, loans, trades; acts where instruction is standard, seeks instructions (from RM or client) if necessary and required
Business Management
* 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
Risk Management
* Full adherence at all times to compliance, legal guidelines, internal rules, regulations and policies
* Acts as the first line of risk defence, through raising concerns, following up on issues and escalating as necessary
YOUR PROFILE
* 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
* Strong integrity, ethics and risk awareness combined with solid client‑focused mindset
* Foundational knowledge of financial markets: structure, function and legal/regulatory environment as well as industry awareness
* Strong fluency in English and French (oral and written) and other languages according to the market requirement
* Very good MS Office skills
* Excellent organisational skills, able to work swiftly, independently within the Assistant RM scope and accurately even when under pressure
We are looking forward to receiving your full job application through our online application tool.
Assistant Relationship Manager CransMontana branch 100 1 year contract fmd • Montana,Crans
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