Allianz
Vorsorgeberater im Aussendienst(m/w/x)
Vollzeitnur vor OrtBerufserfahren
Sitten
Neuer Job?Nejo!
Dein persönlicher KI-Karriere-Agent
JUJulius Baer
Assistant Relationship Manager(m/w/x)
Verbier
VollzeitVor Ort
Nejo KI-Zusammenfassung
Assisting wealth managers with client interactions, record maintenance, and system-based reporting. Accuracy under pressure and proactiveness essential. Exposure to international clientele.
Anforderungen
- Excellent organisational skills
- Ability to work swiftly
- Independent work within Assistant RM scope
- Accuracy under pressure
- Proactiveness
- Friendliness
- Teamwork skills
- Solution-oriented mindset
- Impeccable presentation skills
- Impeccable communication skills
- Strong integrity
- Strong ethics
- Risk awareness
- Solid client-focused mindset
- Foundational knowledge of financial markets structure
- Foundational knowledge of financial markets function
- Foundational knowledge of financial markets legal/regulatory environment
- Industry awareness
- Strong fluency in English (oral and written)
- Strong fluency in French (oral and written)
- Fluency in other languages according to market requirement
- Very good MS Office skills
- Excellent organisational skills
- Ability to work swiftly
- Independent work within Assistant RM scope
- Accuracy under pressure
Aufgaben
- Assist Relationship Managers and team with client interactions
- Respond promptly to incoming calls
- Maintain and update client records
- Create system-based reports for Relationship Managers
- Provide clients with verbal and written information
- Avoid offering advice or value judgments
- Process orders, trades, and transactions
- Process payments outside e-channels
- Handle and execute client requests
- Support local teams with cash services
- Assist with client reception on-site
- Monitor maturity lists for deposits, loans, and trades
- Act on standard instructions for maturities
- Seek instructions from Relationship Managers or clients
- Organize and follow up on client meetings
- Manage meeting logistics and document preparation
- Support Relationship Managers with investigations and troubleshooting
- Maintain close internal cross-team collaboration
- Adhere to compliance, legal guidelines, and internal policies
- Raise concerns regarding risk
- Follow up on identified issues
- Escalate issues as necessary
Ausbildung
- Matura
Sprachen
- Englisch – verhandlungssicher
- Französisch – verhandlungssicher
Tools & Technologien
- MS Office
Benefits
Weiterbildungsangebote
- Professional development opportunities
- Continuous learning
Karriere- und Weiterentwicklung
- Career progression
Lockere Unternehmenskultur
- Supportive local team
- Cross-border collaboration
Sonstige Vorteile
- Exposure to international clientele
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens Julius Baer 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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JUJulius Baer
Assistant Relationship Manager(m/w/x)
Verbier
VollzeitVor Ort
Nejo KI-Zusammenfassung
Assisting wealth managers with client interactions, record maintenance, and system-based reporting. Accuracy under pressure and proactiveness essential. Exposure to international clientele.
Anforderungen
- Excellent organisational skills
- Ability to work swiftly
- Independent work within Assistant RM scope
- Accuracy under pressure
- Proactiveness
- Friendliness
- Teamwork skills
- Solution-oriented mindset
- Impeccable presentation skills
- Impeccable communication skills
- Strong integrity
- Strong ethics
- Risk awareness
- Solid client-focused mindset
- Foundational knowledge of financial markets structure
- Foundational knowledge of financial markets function
- Foundational knowledge of financial markets legal/regulatory environment
- Industry awareness
- Strong fluency in English (oral and written)
- Strong fluency in French (oral and written)
- Fluency in other languages according to market requirement
- Very good MS Office skills
- Excellent organisational skills
- Ability to work swiftly
- Independent work within Assistant RM scope
- Accuracy under pressure
Aufgaben
- Assist Relationship Managers and team with client interactions
- Respond promptly to incoming calls
- Maintain and update client records
- Create system-based reports for Relationship Managers
- Provide clients with verbal and written information
- Avoid offering advice or value judgments
- Process orders, trades, and transactions
- Process payments outside e-channels
- Handle and execute client requests
- Support local teams with cash services
- Assist with client reception on-site
- Monitor maturity lists for deposits, loans, and trades
- Act on standard instructions for maturities
- Seek instructions from Relationship Managers or clients
- Organize and follow up on client meetings
- Manage meeting logistics and document preparation
- Support Relationship Managers with investigations and troubleshooting
- Maintain close internal cross-team collaboration
- Adhere to compliance, legal guidelines, and internal policies
- Raise concerns regarding risk
- Follow up on identified issues
- Escalate issues as necessary
Ausbildung
- Matura
Sprachen
- Englisch – verhandlungssicher
- Französisch – verhandlungssicher
Tools & Technologien
- MS Office
Benefits
Weiterbildungsangebote
- Professional development opportunities
- Continuous learning
Karriere- und Weiterentwicklung
- Career progression
Lockere Unternehmenskultur
- Supportive local team
- Cross-border collaboration
Sonstige Vorteile
- Exposure to international clientele
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens Julius Baer 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
Julius Baer
Branche
FinancialServices
Beschreibung
The company shapes the future of wealth management by empowering individuals to create value beyond wealth.
Noch nicht perfekt?
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