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

Luxembourg, , Luxembourg -

Full Time

Start Date

Immediate

Expiry Date

23 Apr, 26

Salary

0.0

Posted On

23 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Care, Relationship Management, Client Administration, Risk Management, Compliance, Team Coordination, Presentation Skills, Investment Proposals, Market Knowledge, Service Orientation, Communication Skills, Organizational Skills, Attention to Detail, Problem Solving, Cultural Awareness, Financial Industry Knowledge

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, Team Denmark, 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 Client Administration & Management Supports RMs/TH in client interaction and all related tasks (systems, processes, files, documents etc.) with high-quality, precision and timely responsiveness Strong coordination and interaction within Team of ARMs to ensure seamless client servicing Customizes client requests (reporting, statistics, mailings etc.) Hands-on approach with the ability to manage multiple operational and administrative responsibilities efficiently Manages the RM/TH’s calendar, prepares client meetings, organizes business trips, completes the post processing of client calls, client meetings or business trips for RMs/TH Compiles presentations, supports in drafting investment proposals and in marketing activities if needed (client reception, meetings, business trips, events etc.) Ensures coverage in case of own absences Business Management Regularly collects and exchanges relevant information necessary for the job Organises himself/herself in an efficient and compliant manner and ensures timely and appropriate information of the superior Conducts reviews, plans ahead and documents his/her work at all times Supports RM/TH in implementation of projects and initiatives Provides professional input proposals for improvements based on experience, incident occurrence or observation Manages the expense claim process for RMs/TH Risk Management & Controls Actively helps managing risk (support first line of defence), i.e. in client documentation, by raising concerns, following up on issues and by escalating when in doubt Ensures adherence to local regulations and compliance with internal policies and standards (e.g. new account openings, payment instructions, reviewing client phone calls or signing off at own level of competence etc.) in collaboration with the respective RMs and TH Ensures timely clearance of pending items and escalated deficiencies Ensures appropriate ethical and compliant behaviour in his/her area of responsibility Ensures correct, meaningful and understandable documentation of client interaction/client orders in the corresponding tool (e.g. CRM, Wealth Navigator) YOUR PROFILE Personal & Social Skills Team player Excellent situational adaptability (able to work with RMs and clients from diverse backgrounds) Friendly, trustworthy and discreet personality with high level of risk awareness Highly service oriented and passionate about client servicing Always communicates in a friendly, competent and professional manner Open, approachable an displays genuine interest in people and in improving processes Systematic, precise and diligent working style and the ability to perform under pressure Personal integrity and ethical behaviour Professional Skills Sound affinity with the geographic market(s) covered, i.e. familiar with the legal and regulatory environment as well as cultural awareness Good understanding of relevant products and services in Private Banking Basic knowledge of global financial markets and current developments in the industry Education and Experience Relevant educational (bank apprenticeship or equivalent) and professional background (work experience in the financial industry) Advanced English (written and comprehension) Proven track record in servicing banking clients with complex needs (onboarding of new, maintaining and extending current relationships) 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, client care, and relationship management. They ensure high-quality service and manage client interactions efficiently.