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

Verbier, Wallis, Switzerland -

Full Time

Start Date

Immediate

Expiry Date

14 Jun, 26

Salary

0.0

Posted On

16 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Organisational Skills, Trade Execution, Operational Processing, Client Request Handling, Payments, Loan Placements, Coordination, Accuracy, Discretion, Efficiency, Client Administration, Risk Management, Compliance, Financial Markets Knowledge, English Fluency, French Fluency

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. Join Our Prestigious Wealth Management Legacy – Shape the Future with us in Verbier. Nestled amidst the breath-taking alpine scenery of one of the world’s most iconic destinations, the Verbier branch of Julius Baer offers a unique opportunity to combine professional excellence with an exceptional lifestyle. As part of one of Switzerland’s most respected private banking institutions, rooted in a legacy dating back to 1890, you will play a pivotal role in delivering bespoke service to discerning clients from across Switzerland and around the globe. With CHF 521 billion in assets under management as of December 2025, Julius Baer Group Ltd. stands as a global leader in wealth management. Listed on the SIX Swiss Exchange (BAER) and part of the prestigious Swiss Leader Index (SLI), we pride ourselves on our unwavering commitment to client centricity, entrepreneurial spirit, and long-term stability. Present in approximately 25 countries and 60 locations, from Geneva and Hong Kong to London and Dubai, ours is a truly international footprint, anchored in Swiss precision and integrity. We are seeking a dedicated and detail-oriented professional to join our close-knit, high-performing team in Verbier, a dynamic hub of 18 professionals known for its collaborative culture and strong performance. In this role as Assistant Relationship Manager, you will provide essential support to Relationship Managers and contribute directly to ensuring a seamless, premium experience for our private banking clients. Your responsibilities will span trade execution, operational processing, client request handling, payments, loan placements, and daily coordination with internal and external stakeholders, all requiring the highest degree of accuracy, discretion, and efficiency. 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 Supports the local teams with cash service and with the reception of the clients on site 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 at all times to compliance, legal guidelines, internal rules, regulations and policies Acts as the first line of risk defence, through raising concerns, following up on issues and escalating as necessary YOUR PROFILE 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 Strong integrity, ethics and risk awareness combined with solid client-focused mindset Foundational knowledge of financial markets: structure, function and legal/regulatory environment as well as industry awareness Strong fluency in English and French (oral and written) and other languages according to the market requirement Very good MS Office skills Excellent organisational skills, able to work swiftly, independently within the Assistant RM scope and accurately even when under pressure This is more than just a position, it’s a gateway to personal growth within a globally recognised institution. We offer: The distinct advantage of being part of a pure-play Swiss wealth manager with elite market standing Exceptional opportunities for professional development, continuous learning, and career progression Membership in a successful, established, and supportive local team deeply integrated into the broader Julius Baer network Exposure to a diverse, international clientele and collaboration across borders At Julius Baer, we believe in empowering our people. Here, initiative is valued, expertise is nurtured, and ambition is rewarded. If you are driven by quality, thrive in a structured yet agile environment, and aspire to grow alongside one of the finest names in private banking—we invite you to bring your talent to Verbier. 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 will provide essential support to Relationship Managers by handling trade execution, operational processing, client requests, payments, and loan placements. This role also involves client administration, maintaining records, processing orders, and supporting local teams with cash services and client reception.