CH10 - BJB Bank Julius Baer & Co. Ltd.
Assistant Relationship Manager Intermediaries(m/w/x)
Vollzeitnur vor OrtKeine Angabe
Genf
Neuer Job?Nejo!
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CHCH10 - BJB Bank Julius Baer & Co. Ltd.
Assistant Relationship Manager Intermediaries(m/w/x)
Genf
VollzeitVor Ort
Nejo KI-Zusammenfassung
Supporting Intermediaries & FO teams with trading, operational, loan, and deposit requests. Excellent organizational skills and swift, independent work under pressure required. Support RMs with client requests, order placement, and payment execution.
Anforderungen
- Excellent organizational skills, swift, independent, and accurate work under pressure
- Proactive, friendly, solution- and customer-oriented attitude
- Strong team player with excellent communication skills
- Professional appearance and impactful presence
- High personal integrity, risk awareness, and ethical mindset
- Foundational knowledge of financial markets, structure, function, legal/regulatory environment, and industry awareness
- Basic understanding of relevant products/services for EAM clients and valuation principles
- Strong fluency in English and Spanish (oral and written)
- Very good MS Office skills
- Excellent organizational skills, swift, independent, and accurate work under pressure
- Proactive, friendly, solution- and customer-oriented attitude
- Strong team player with excellent communication skills
- Professional appearance and impactful presence
- High personal integrity, risk awareness, and ethical mindset
Aufgaben
- Support team and RMs with Intermediaries & FO requests
- Handle trading and operational client requests
- Place orders and execute payments
- Process loans and deposits
- Ensure accurate and timely responses
- Escalate issues to senior colleagues
- Promote and service e-channels for Intermediaries & FO
- Process related e-channel requests and enquiries
- Exchange information with RMs and stakeholders
- Maintain high-quality client care
- Support client interaction in all aspects
- Answer incoming calls and take prompt action
- Update client records and preferences
- Create system-based reports for RMs
- Provide clients with information and data
- Process transactions and client requests
- Monitor maturity lists for deposits, loans, trades
- Take standard actions or seek instructions
- Organize and follow up client meetings
- Prepare meeting logistics and documents
- Support RM in investigations and troubleshooting
- Collaborate with internal teams and units
- Adhere to compliance and legal guidelines
- Follow internal rules, regulations, and policies
- Raise concerns and escalate issues as needed
Ausbildung
- Matura
Sprachen
- Englisch – fließend
- Spanisch – fließend
Tools & Technologien
- MS Office
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.
Noch nicht perfekt?
- CH10 - BJB Bank Julius Baer & Co. Ltd.
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Vollzeitnur vor OrtSeniorGenf
CHCH10 - BJB Bank Julius Baer & Co. Ltd.
Assistant Relationship Manager Intermediaries(m/w/x)
Genf
VollzeitVor Ort
Nejo KI-Zusammenfassung
Supporting Intermediaries & FO teams with trading, operational, loan, and deposit requests. Excellent organizational skills and swift, independent work under pressure required. Support RMs with client requests, order placement, and payment execution.
Anforderungen
- Excellent organizational skills, swift, independent, and accurate work under pressure
- Proactive, friendly, solution- and customer-oriented attitude
- Strong team player with excellent communication skills
- Professional appearance and impactful presence
- High personal integrity, risk awareness, and ethical mindset
- Foundational knowledge of financial markets, structure, function, legal/regulatory environment, and industry awareness
- Basic understanding of relevant products/services for EAM clients and valuation principles
- Strong fluency in English and Spanish (oral and written)
- Very good MS Office skills
- Excellent organizational skills, swift, independent, and accurate work under pressure
- Proactive, friendly, solution- and customer-oriented attitude
- Strong team player with excellent communication skills
- Professional appearance and impactful presence
- High personal integrity, risk awareness, and ethical mindset
Aufgaben
- Support team and RMs with Intermediaries & FO requests
- Handle trading and operational client requests
- Place orders and execute payments
- Process loans and deposits
- Ensure accurate and timely responses
- Escalate issues to senior colleagues
- Promote and service e-channels for Intermediaries & FO
- Process related e-channel requests and enquiries
- Exchange information with RMs and stakeholders
- Maintain high-quality client care
- Support client interaction in all aspects
- Answer incoming calls and take prompt action
- Update client records and preferences
- Create system-based reports for RMs
- Provide clients with information and data
- Process transactions and client requests
- Monitor maturity lists for deposits, loans, trades
- Take standard actions or seek instructions
- Organize and follow up client meetings
- Prepare meeting logistics and documents
- Support RM in investigations and troubleshooting
- Collaborate with internal teams and units
- Adhere to compliance and legal guidelines
- Follow internal rules, regulations, and policies
- Raise concerns and escalate issues as needed
Ausbildung
- Matura
Sprachen
- Englisch – fließend
- Spanisch – fließend
Tools & Technologien
- MS Office
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.
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?
- CH10 - BJB Bank Julius Baer & Co. Ltd.
Assistant Relationship Manager Intermediaries(m/w/x)
Vollzeitnur vor OrtKeine AngabeGenf - CH10 - BJB Bank Julius Baer & Co. Ltd.
Assistant Relationship Manager(m/w/x)
Vollzeitnur vor OrtKeine AngabeGenf - CH10 - BJB Bank Julius Baer & Co. Ltd.
Assistant Relationship Manager(m/w/x)
Vollzeitnur vor OrtBerufseinsteigerGenf - LGT Bank (Schweiz) AG
Assistant Relationship Manager Middle East(m/w/x)
Vollzeitnur vor OrtBerufserfahrenGenf - Mirabaud & Cie SA
RM Assistant - Swiss Market(m/w/x)
Vollzeitnur vor OrtSeniorGenf