AssistantRelationshipManager

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) supports one or more Relationship Manager(s) (RM) / Group Head(s) (GH) in daily operations, administration and client management. The ARM interacts with internal and external stakeholders, provides clients with relevant information and supports the RM in implementing customised 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, and thus helping the team to manage, develop and grow its client base. They channel client feedback to the relevant individuals/departments within the Bank to foster continuous improvement and fast adaptation of processes. ## **YOUR CHALLENGE** **KEY FEATURES OF THE POSITION** ## CLIENT ADMINISTRATION AND MANAGEMENT * Supports RMs/GH in client interaction and all related tasks (systems, processes, files, documents etc.) with high-quality, precision and timely responsiveness * Customizes client requests (reporting, statistics, mailings etc.) * Manages the RM/GH’s calendar, prepares client meetings, organizes business trips, completes the post processing of client calls, client meetings or business trips for RMs/GH * 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 * Conducts reviews, plans, and always documents his/her work * Supports RM/GH in implementation of projects and initiatives, in close alignment with the Team Business Manager * Provides professional input proposals for improvements based on experience, incident occ