Bank Julius Baer & Co. Ltd.
Assistant Relationship Manager Iberia(m/w/x)
Vollzeitnur vor OrtBerufserfahren
Zürich
Neuer Job?Nejo!
Dein persönlicher KI-Karriere-Agent
CHCH10 - BJB Bank Julius Baer & Co. Ltd.
Assistant Relationship Manager Iberia(m/w/x)
Zürich
VollzeitVor OrtBerufserfahren
Nejo KI-Zusammenfassung
Supporting RMs with daily operations and client care for wealth management. Bank apprenticeship or equivalent experience required. Interaction with internal and external stakeholders, plus providing clients with relevant information.
Anforderungen
- Bank apprenticeship or equivalent education and professional experience
- Good verbal and written German and English skills
- Proven track record servicing banking clients
- Affinity with geographic market(s) covered
- Good understanding of Private Banking products and services
- Basic knowledge of global financial markets
- Team player
- Excellent situational adaptability
- Friendly, trustworthy, discreet personality
- High level of risk awareness
- Highly service oriented
- Passionate about client servicing
- Friendly, competent, professional communication
- Open and approachable demeanor
- Genuine interest in people
- Interest in improving processes
- Systematic, precise, diligent working style
- Ability to perform under pressure
- Personal integrity
- Ethical behaviour
Aufgaben
- Support RMs/TH in daily operations and client care
- Interact with internal and external stakeholders
- Provide clients with relevant information
- Implement customized solutions for clients
- Act as a role model for service quality
- Channel client feedback to relevant departments
- Support RMs/TH in client interaction and related tasks
- Customize client requests for reporting, statistics, and mailings
- Manage RMs/TH’s calendar and prepare client meetings
- Organize business trips and post-processing of client interactions
- Compile presentations and draft investment proposals
- Support marketing activities and client events
- Ensure coverage during absences
- Collect and exchange relevant information
- Organize work efficiently and comply with regulations
- Inform superior timely and appropriately
- Conduct reviews and document work
- Support implementation of projects and initiatives
- Propose professional input for improvements
- Manage expense claim process for RMs/TH
- Help manage risk and raise concerns
- Follow up on issues and escalate when necessary
- Adhere to local regulations and internal policies
- Ensure timely clearance of pending items
- Maintain ethical and compliant behavior
- Document client interactions and orders accurately
Berufserfahrung
- 2 - 4 Jahre
Ausbildung
- Abgeschlossene Berufsausbildung
Sprachen
- Deutsch – fortgeschritten
- Englisch – fortgeschritten
- Italienisch – ist ein Plus
- Spanisch – ist ein Plus
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens CH10 - BJB Bank Julius Baer & Co. Ltd. erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
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CHCH10 - BJB Bank Julius Baer & Co. Ltd.
Assistant Relationship Manager Iberia(m/w/x)
Zürich
VollzeitVor OrtBerufserfahren
Nejo KI-Zusammenfassung
Supporting RMs with daily operations and client care for wealth management. Bank apprenticeship or equivalent experience required. Interaction with internal and external stakeholders, plus providing clients with relevant information.
Anforderungen
- Bank apprenticeship or equivalent education and professional experience
- Good verbal and written German and English skills
- Proven track record servicing banking clients
- Affinity with geographic market(s) covered
- Good understanding of Private Banking products and services
- Basic knowledge of global financial markets
- Team player
- Excellent situational adaptability
- Friendly, trustworthy, discreet personality
- High level of risk awareness
- Highly service oriented
- Passionate about client servicing
- Friendly, competent, professional communication
- Open and approachable demeanor
- Genuine interest in people
- Interest in improving processes
- Systematic, precise, diligent working style
- Ability to perform under pressure
- Personal integrity
- Ethical behaviour
Aufgaben
- Support RMs/TH in daily operations and client care
- Interact with internal and external stakeholders
- Provide clients with relevant information
- Implement customized solutions for clients
- Act as a role model for service quality
- Channel client feedback to relevant departments
- Support RMs/TH in client interaction and related tasks
- Customize client requests for reporting, statistics, and mailings
- Manage RMs/TH’s calendar and prepare client meetings
- Organize business trips and post-processing of client interactions
- Compile presentations and draft investment proposals
- Support marketing activities and client events
- Ensure coverage during absences
- Collect and exchange relevant information
- Organize work efficiently and comply with regulations
- Inform superior timely and appropriately
- Conduct reviews and document work
- Support implementation of projects and initiatives
- Propose professional input for improvements
- Manage expense claim process for RMs/TH
- Help manage risk and raise concerns
- Follow up on issues and escalate when necessary
- Adhere to local regulations and internal policies
- Ensure timely clearance of pending items
- Maintain ethical and compliant behavior
- Document client interactions and orders accurately
Berufserfahrung
- 2 - 4 Jahre
Ausbildung
- Abgeschlossene Berufsausbildung
Sprachen
- Deutsch – fortgeschritten
- Englisch – fortgeschritten
- Italienisch – ist ein Plus
- Spanisch – ist ein Plus
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens CH10 - BJB Bank Julius Baer & Co. Ltd. erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
Gefällt dir diese Stelle?
BetaDein Career Agent findet täglich ähnliche Jobs für dich.
Über das Unternehmen
CH10 - BJB Bank Julius Baer & Co. Ltd.
Branche
FinancialServices
Beschreibung
The company shapes the future of wealth management, focusing on individual empowerment and creating value beyond wealth.
Noch nicht perfekt?
- Bank Julius Baer & Co. Ltd.
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Vollzeitnur vor OrtBerufserfahrenZürich - Julius Baer
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