Assistant Relationship Manager 100% (w/m/d)

at  Julius Baer

8048 Zürich, ZH, Switzerland -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate26 Oct, 2024Not Specified30 Jul, 20242 year(s) or aboveGood communication skillsNoNo
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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 PROFILE

  • Commercial apprenticeship and job-related higher degree (e.g. Bachelor, CFA/AZEK/CAIA)
  • At least 2 years of work experience in Private Banking in a similar position
  • Operate proficiently MS Office (MS Word, MS Excel, MS PowerPoint)
  • Strong organizational skills
  • Fluency in English and Portuguese, German would be an asset (oral and written)
  • Service oriented, discreet and responsible
  • Solution oriented
  • 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 .
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Responsibilities:

Please refer the Job description for details


REQUIREMENT SUMMARY

Min:2.0Max:7.0 year(s)

Banking/Mortgage

Banking / Insurance

Other

Graduate

Proficient

1

8048 Zürich, ZH, Switzerland