Assistant Relationship Manager - 100% (m/f/d) at BANK JULIUS BAER CO LTD

Luxembourg, , Luxembourg -

Full Time

Start Date

Immediate

Expiry Date

14 Feb, 26

Salary

0.0

Posted On

16 Nov, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Care, Relationship Management, Administrative Skills, Service Orientation, Compliance Knowledge, Financial Market Understanding, Investment Product Knowledge, Data Assessment, Communication Skills, Organizational Skills, Problem Solving, Team Collaboration, Discretion, Professional Appearance, Time Management, Adaptability

Industry

Banking

Description

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 Tasks & Responsibilities Assist Relationship Managers (RM) in the day-to-day work servicing clients and handling administrative issues Attend incoming calls and ensure that always a prompt service provided Handle the account openings for new clients as well as account maintenance to existing clients including implementation of agreed fees and monitoring of applied fees Ensure efficient and prompt handling of orders, trades, transactions, payments etc. received from the client directly Monitor the maturity list for deposits, loans, trades; take action were instruction is standard, seek instructions (from RM or client) if necessary and required Maintain and update records of client instructions, client details and preferences Provide clients with information and data in verbal and/or written form, without giving advice or statement of opinion/no judge value Liaise with other RM-Teams, Operations & IT Ensure always adherence to compliance, legal guidelines, internal rules, regulations & policies etc. YOUR PROFILE Experience/Knowledge/Skills Relevant higher educational and professional background e.g. Bachelor’s Degree or banking apprenticeship combined first work experience and or relevant internal training Successfully passed the relevant regulatory online training for RMA information givers Some experience as a self-motivated Assistant to a Relationship Manager or in the area of portfolio management / investment advisory Understand the key characteristics, risk and features of those investment products available Understand the characteristics, scope and total amount of costs and charges to be incurred by the client in the context of transactions in an investment product, investment services or ancillary services Understand how financial markets function, the structure and how they affect the value and pricing of investment products which information will provided to the client Understand the impact of economic figures, national/regional/global events on markets and on the value of investment products which information will be provided to the client Understand the difference between past performance and future performance scenarios as well as the limits of predictive forecasting Understand issues relating to market abuse and anti-money laundering Assess data relevant to the investment products on which will be provided to the client, such as Key Investor Information, Documents, prospectuses, financial statements or financial data Basic knowledge of valuation principles for the type of investment products in relations to the information which will be provided to the client Able to work independently, well organized, swift and accurate even when under pressure Service oriented, discreet and responsible Friendly, open personality, well-presented and professional appearance 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. The international reference in wealth management Julius Baer is the leading Swiss wealth management group. We focus on servicing and advising sophisticated private clients from around the world, taking into account what truly matters to them – in their business and personal life, today and for future generations. Headquartered in Zurich, we are present in around 60 locations worldwide, including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo. Why join Julius Baer? At Julius Baer our employees enjoy the benefits of a global company with the support and collegiality of a much smaller one. We are growing quickly, but we remain dedicated to maintaining our accessible structure with flat hierarchies, and approachable and supportive leaders. With offices around the world, we offer an international and stimulating work environment and the opportunity to work with a diverse team of highly motivated colleagues, bringing the best of the bank to our clients. Our core values of Care, Passion, and Excellence define the tone of how we interact with each other and our partners. Committed to your success Whether nurturing young talent with our renowned apprentice scheme, enabling ambitious university graduates to put theory into practice with our Graduate Programme, or providing first-class opportunities for experienced professionals, we look after our employees. We believe in continuous learning as a company and as individuals, which is why we put a focus on the health and well-being of our employees and offer flexible working options, a wide array of benefits, and extensive career development programmes. For more information visit www.juliusbaer.com or contact us via the Contact Form. For recruiting agents, please see the additional information here.

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Responsibilities

The Assistant Relationship Manager supports Relationship Managers in daily operations, administration, and client care. They ensure prompt service, handle account openings and maintenance, and monitor transactions while adhering to compliance and internal policies.