CH10 - BJB Bank Julius Baer & Co. Ltd.
Assistant Relationship Manager Iberia(m/w/x)
Vollzeitnur vor OrtBerufserfahren
Zürich
Neuer Job?Nejo!
Dein persönlicher KI-Karriere-Agent
BABank Julius Baer & Co. Ltd.
Assistant Relationship Manager Iberia(m/w/x)
Zürich
VollzeitVor OrtBerufserfahren
Nejo KI-Zusammenfassung
Supporting wealth management operations for private banking clients in Iberia. Bank apprenticeship and fluent German/English skills required. Daily client interaction, internal stakeholder management.
Anforderungen
- Bank apprenticeship or equivalent education and professional experience
- Good verbal and written German and English skills
- Servicing banking clients with complex needs
- Affinity with geographic market, legal and regulatory environment
- Good understanding of Private Banking products and services
- Basic knowledge of global financial markets
- Team player
- Excellent situational adaptability
- Friendly, trustworthy, discreet personality with risk awareness
- Highly service oriented and passionate about client servicing
- Friendly, competent, professional communication
- Open, approachable, genuine interest in people and process improvement
- Systematic, precise, diligent working style under pressure
- Personal integrity and ethical behaviour
Aufgaben
- Support RMs/TH in daily operations and client care
- Interact with internal and external stakeholders
- Provide clients with relevant information
- Support RMs in implementing customized solutions
- 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 complete 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 ensure timely information to superiors
- Conduct reviews, plan ahead, and document work
- Support RMs/TH in project and initiative implementation
- Propose professional input for improvements
- Manage expense claim process for RMs/TH
- Help manage risk by raising concerns and following up on issues
- Ensure adherence to local regulations and internal policies
- Clear pending items and escalated deficiencies
- 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 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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BABank Julius Baer & Co. Ltd.
Assistant Relationship Manager Iberia(m/w/x)
Zürich
VollzeitVor OrtBerufserfahren
Nejo KI-Zusammenfassung
Supporting wealth management operations for private banking clients in Iberia. Bank apprenticeship and fluent German/English skills required. Daily client interaction, internal stakeholder management.
Anforderungen
- Bank apprenticeship or equivalent education and professional experience
- Good verbal and written German and English skills
- Servicing banking clients with complex needs
- Affinity with geographic market, legal and regulatory environment
- Good understanding of Private Banking products and services
- Basic knowledge of global financial markets
- Team player
- Excellent situational adaptability
- Friendly, trustworthy, discreet personality with risk awareness
- Highly service oriented and passionate about client servicing
- Friendly, competent, professional communication
- Open, approachable, genuine interest in people and process improvement
- Systematic, precise, diligent working style under pressure
- Personal integrity and ethical behaviour
Aufgaben
- Support RMs/TH in daily operations and client care
- Interact with internal and external stakeholders
- Provide clients with relevant information
- Support RMs in implementing customized solutions
- 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 complete 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 ensure timely information to superiors
- Conduct reviews, plan ahead, and document work
- Support RMs/TH in project and initiative implementation
- Propose professional input for improvements
- Manage expense claim process for RMs/TH
- Help manage risk by raising concerns and following up on issues
- Ensure adherence to local regulations and internal policies
- Clear pending items and escalated deficiencies
- 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 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
Bank Julius Baer & Co. Ltd.
Branche
FinancialServices
Beschreibung
Julius Baer is a global wealth management firm focused on shaping the future of wealth management.
Noch nicht perfekt?
- CH10 - BJB Bank Julius Baer & Co. Ltd.
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