Julius Baer
Financial Services
AssistantRelationshipManagerPrivateBankingGermany&Austria
“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
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