Vista previa generada por IA
Assistant Relationship Manager Private Banking – Zurich
Gestión de clientes, administración y cumplimiento en el sector bancario privado.
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 Support RMs / TH in client interaction and related tasks (systems, processes, files, documents etc.) with high quality, precision and timely responsive Customizes client requests (reporting, statistics, milings etc.) Manages the RM / TH’s scheduler, prepares client meetings, organizes business trips, completes the post processing of client calls, client meetings or business trips for RMs / TH Completes presentations, supports in drafting investment proposals and in marketing activities if needed (client reception, meetings, business trips, events etc.) Ensures coverage case of own absences Business Management Regularly collects and exchanges relevant information necessary for the job Organises herself/himself in a n 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 implementing projects and initiatives Provides professional input proposals for improvement based on experience, in incidence observation Manages the expense claim process for RM / TH 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 opening, payment instructions, review client phone calls or signing of fat own level of competent etc.) in collaboration with the respective RMs and TH Ensures timely clearance of pending items and escalated deficiencies Ensures a proper 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 , DiA S)
YOUR PROFILE
Personal & Social Skills Team player Excels in situation adaptability (able to work with RMs and clients from diverse background) Friendly, trustworthy and discreet personal personality with high level of risk awareness Highly service oriented and passion at about client serving Always communicates in a friendly, competent and professional manner Open, approach abble and plays genui n interests in people and in i n prov i ng processes Systematic, precise and diligent working style and the ability to perform under pressure Personal integrity and ethical behaviour Professional Skills Sound affinity with the geographic market (s) covered, i.e. familiar with the legal and regulatory environment and well cultural aware Good understanding of relevant products and services in Private Banking Basic knowledge of global financial markets and current developments in the industry Education and experience Relevant educational (bank appRe n chips or equivalent) and professional background (work expErience in the financial industry) Good language skills (verbal and written) accordIng to specific market requirements Proven track record in servicing banking clients with complex needs (on boarding of new, maintaining an extending current relation ship). 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 . Is this not quite what you are looking for? Set up a job alert by creating a candidate account here .