Assistant Relationship Manager Private Banking 100% (m/f/d)

at  Julius Baer

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 Private Banking is a key member of the team within Private Banking. He/she supports the Relationship Manager and Team Head in all tasks related to the delivery of excellent service to the clients.

YOUR PROFILE

• 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
• Very good oral and written language skills in Italian and English and relevant market related language skills
  Please be advised that we have to ask for a valid criminal record of every candidate by signing an offer with Bank Julius Baer Europe S.A.
  We are looking forward to receiving your full job application through our online application tool.

Please refer the Job description for details