Julius Baer
Financial Services
AssistantRelationshipManagerPrivateBanking-Germany&Austria
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Assistant Relationship Manager Private Banking - Germany & Austria at Julius Baer. Skills: Relationship management, Client care, Wealth management. Support RMs/TH in client interaction. Customize client requests”
Industry & Context.
What They're Looking For.
Must Have
Relevant educational background, Professional background in financial industry, Good language skills
Nice to Have
CFA charterholder preferred, CPA preferred, FRM preferred, Series 7/63/65 preferred, CAIA preferred, CFP preferred, ACCA preferred, ACA preferred
What You'll Do.
Support RMs/TH in client interaction
Customize client requests
Manage RM/TH calendar
Prepare client meetings
Organize business trips
Complete post processing of client calls
Compile presentations
Support drafting investment proposals
Support marketing activities
Ensure coverage in own absences
Collect and exchange relevant information
Organize work efficiently and compliantly
Inform superior timely
Support RM/TH in project implementation
Provide professional input for improvements
Manage expense claim process
Ensure adherence to local regulations
Ensure compliance with internal policies
Ensure timely clearance of pending items
Ensure appropriate ethical behaviour
Ensure correct documentation of client interaction
Ensure correct documentation of client orders
How You'll Work.
Team & Collaboration
Work with RMs; Work with clients; Collaborate with departments; Collaborate with respective RMs; Collaborate with TH
Communication Scope
Client communication; Verbal communication; Written communication
Process & Methodology
Project implementation
Full Job 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 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** **C****l****i****e****n****t Administration & Management** * Supports RMs/TH 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/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 **B usiness** **M****a****na****g****em****e****n****t** * Regularly collects and exchanges relevant information necessary for the job * Organises himself/herself in an efficient and compliant manner and ensu
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