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

Geneva, Geneva, Switzerland -

Full Time

Start Date

Immediate

Expiry Date

21 May, 26

Salary

0.0

Posted On

20 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Administration, Order Placement, Payment Execution, Loan Arrangement, Deposit Management, Client Request Handling, Electronic Channel Support, Internal Coordination, Risk Management, Compliance Adherence, Financial Markets Knowledge, Organizational Skills, Communication Skills, MS Office Skills, Client-Focused Mindset, Problem Solving

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 supports the Team and Relationship Managers (RMs) in addressing all inquiries from our private clients regarding trading and operational matters, aiming to ensure seamless operations and prompt, accurate, and comprehensive responses. Key responsibilities include order placement, managing client requests, executing payments, and arranging loans and deposits. Emphasis is placed on accuracy and timeliness, with efficient handling of queries and data provision, including timely escalation to senior team members when required. Relationship Managers rely on the Assistant to support the promotion and servicing of electronic channels dedicated to private clients, as well as to process associated requests and enquiries. The Assistant actively participates in ongoing communication with RMs and coordinates effectively with internal teams and external stakeholders throughout the course of client-related activities. YOUR CHALLENGE Client Administration & Management Supports the RM and team in client interaction in all respects Responds to incoming calls and takes prompt action Maintains and updates records of client instructions, details, and preferences. Creates system-based reports for the RM Provides clients with verbal and/or written information and data, giving neither advice nor any statement of opinion as value judgement Processes orders, trades, transactions, payments placement (outside e-channels) and handles and executes clients’ requests Helps to promote the usage and adoption of our dedicated private banking e-channels Monitors the maturity list for deposits, loans, trades; acts where instruction is standard, seeks instructions (from RM or client) if necessary and required Business Management Organises and follows up client meetings, including logistics and document preparation Supports the RM in investigations and troubleshooting, maintaining close bank-internal cross-team/unit collaboration Risk Management Full adherence always to compliance, legal guidelines, internal rules, regulations and policies Acts as the first line of risk defense, through raising concerns, following up on issues and escalating as necessary YOUR PROFILE Foundational knowledge of financial markets: structure, function and legal/regulatory environment as well as industry awareness Basic understanding of relevant products and services applicable to private clients, plus valuation principles Excellent organisational skills, able to work swiftly, independently within the Assistant RM scope and accurately even when under pressure Proactive, friendly, team player and solution-oriented Impeccable presentation and communication skills incl. strong MS Office skills Strong integrity, ethics and risk awareness combined with solid client-focused mindset Excellent organisational skills, able to work swiftly, independently within the Assistant RM scope and accurately even when under pressure Business fluent in English and French (oral and written) and other languages according to the market requirement 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 supports Relationship Managers by addressing private client inquiries related to trading and operations, including order placement, payment execution, and managing loans and deposits to ensure seamless operations. Key duties also involve promoting electronic channels, processing associated requests, and coordinating effectively with internal and external stakeholders.