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Assistant Relationship Manager – Focus Trading and Execution 100% (f/m/d)
mid · Other
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.
In this position, the Assistant Relationship Manager (ARM) has the focus on trading and execution activities, acting as a key link between External Asset Managers (EAMs), Relationship Managers (RMs), and internal trading and execution desks. The role combines client servicing with hands-on involvement in trading, execution, and broader banking activities.With a strong focus on order handling and time-critical transactions, the ARM operates in a fast-paced, high-risk environment where accuracy, prioritisation, and sound judgement are essential. The role requires frequent direct interaction with EAMs, providing guidance on products, execution aspects, and the bank’s solutions.
PRINCIPALES FUNCIONES
Trading, Execution & Banking Activities:
Manage the full spectrum of client transactions, including securities trading, FX, credit utilisation, deposits, and payments
Ensure accurate and timely handling of trade orders, including complex and high-value transactions with strict adherence to deadlines and market cut-offs
Monitor and consider credit exposure, margin availability and liquidity before executing or forwarding transactions
Coordinate closely with trading desks, execution teams, and internal stakeholders to ensure smooth and timely processing
Actively manage time-critical tasks and prioritisation, particularly in volatile market conditions or for large/complex transactions
Provide support on loans, credit lines, deposits, FX and payments, ensuring proper execution and follow-up
Maintain strong risk awareness across all activities, including:
Execution, settlement and counterparty risks
Credit and margin risks
Unusual transaction patterns, particularly in payment flows
Client Interaction & Advisory (EAM Focus):
Serve as a direct contact for EAMs for trading-related and operational matters
Provide clear and professional guidance on:
Investment products (incl. structured products)
Execution constraints, deadlines, and market practices
Credit exposure, margin availability, and related solutions
Bank platforms and available tools
Communicate proactively on order status, issues, and delays, especially in time-sensitive situations
Maintain a calm, reliable and solution-oriented approach under pressure
Account & Data Management:
Ensure high-quality maintenance of client data and documentation
Retrieve and provide product, pricing and market information using internal systems and external sources
Prepare client-specific information, reports, and presentations as needed
Risk Management & Controls:
Operate in an environment with strict accuracy requirements and minimal tolerance for errors, particularly in transaction handling
Ensure compliance with internal policies, legal and regulatory requirements
Act as a first line of defence:
Identify inconsistencies, risks, and unusual patterns
Monitor credit exposure and transaction risks
Escalate issues in a timely and structured manner
Key Performance Indicators:
Accuracy and quality of transaction handling (critical)
Timeliness and responsiveness, especially under time pressure
Effective prioritisation based on risk and urgency
Client satisfaction and reliability
YOUR PROFILE
Education and Experience:
Banking apprenticeship or equivalent financial education
Experience in a trading support, execution, or client servicing role
Exposure to financial markets and investment products
Professional Skills:
Solid understanding of:
Financial markets, trading processes and instruments
Credit, margining and risk considerations
FX, payments, deposits, and lending services
Ability to efficiently navigate internal systems and external sources for product and market information
Familiarity with trading and order management systems is an advantage
Fluency in English and German (written and spoken)
Personal and Social Skills:
Exceptional attention to detail and accuracy, with strong ownership in risk-sensitive activities
Ability to work under pressure while maintaining precision and composure
Strong prioritisation and organisational skills
Proactive, reliable and solution-oriented mindset
Excellent communication skills, with the ability to guide clients clearly
Strong team player with high accountability and integrity
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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