Assistant Relationship Manager for the Middle East & Africa team 100% (f/m/ at BANK JULIUS BAER CO LTD

Geneva, Geneva, Switzerland -

Full Time

Start Date

Immediate

Expiry Date

29 Jan, 26

Salary

0.0

Posted On

31 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Teamwork, Interpersonal Skills, Client Care, Relationship Management, Service Orientation, Personal Integrity, Risk Awareness, Communication, Systematic Work, Attention to Detail, Private Banking Knowledge, Financial Markets Knowledge, Language Proficiency, Initiative, Process Improvement

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)/ Group Head (GH) 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/GH 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 Supports Relationship Managers (RMs) and Global Heads (GH) in client interactions, including system entries, document handling, file management, and ensuring high-quality, precise, and timely execution Customises client requests such as reporting, statistical analyses, and mailing distributions as required Manages RM/GH calendars, arranges client meetings and business travel, and handles follow-up tasks after client contacts or trips Prepares presentations and assists in developing investment proposals and marketing efforts, including client events, receptions, and business trips Ensures continuity of responsibilities through proper handover arrangements during periods of absence Proactively gathers and shares relevant job-related information, self-organises efficiently, and keeps superiors promptly informed Conducts regular work planning and review, maintains thorough documentation, and supports RMs/GH in project and initiative implementation Identifies opportunities for improvement based on operational experience or observed incidents and provides constructive recommendations Takes active role in risk management by monitoring client documentation, addressing issues, escalating concerns when uncertain, and clearing pending items or deficiencies promptly Upholds compliance with internal policies and local regulations—including account openings, payments, call reviews—and ensures accurate, clear recording of client interactions in systems like CRM or DiAS YOUR PROFILE Demonstrates strong teamwork and interpersonal skills, with the ability to adapt effectively to diverse clients and RMs across cultural and linguistic backgrounds Possesses a friendly, trustworthy, and discreet demeanour, combined with high service orientation, personal integrity, and a keen awareness of risks and ethics Communicates consistently in a professional, courteous, and confident manner, building rapport while maintaining discretion and trust Works systematically, precisely, and diligently, capable of delivering high-quality results under pressure and committed to continuous process improvement Holds relevant education (e.g., bank apprenticeship or equivalent) and prior experience in the financial sector, with a proven record in managing complex private banking client relationships, including onboarding and retention Has solid knowledge of private banking products, services, and global financial markets, along with awareness of the legal, regulatory, and cultural context of the operating region Fluent in French and English (written and spoken); additional languages such as Arabic are advantageous Shows initiative by contributing ideas for enhancements based on practical experience and client insights 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, client care, and relationship management. This role involves managing client interactions, preparing presentations, and ensuring compliance with internal policies and regulations.