CH10 - BJB Bank Julius Baer & Co. Ltd.
Assistant Relationship Manager Intermediaries(m/w/x)
Vollzeitnur vor OrtKeine Angabe
Genf
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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 wealth management team with intermediary and end-client requests, including order placement, payments, and loan execution. Excellent organizational skills and accurate work under pressure required. Daily shift work, 08:00-17:00.
Anforderungen
- Excellent organizational skills
- Swift, independent work
- Accurate work under pressure
- Proactive attitude
- Friendly attitude
- Solution-oriented attitude
- Customer-oriented attitude
- Strong team player
- Excellent communication skills
- Professional appearance
- Impactful presence
- High personal integrity
- Risk awareness
- Ethical mindset
- Foundational financial markets knowledge
- Industry awareness
- Basic understanding of relevant products
- Basic understanding of services for EAM clients
- Basic understanding of valuation principles
- Strong fluency in English
- Strong fluency in Spanish
- Very good MS Office skills
Aufgaben
- Support team and RMs with Intermediaries & FO and end-client requests
- Ensure seamless operations and fast, competent responses
- Place orders and handle client requests
- Execute payments and place loans and deposits
- Maintain accuracy and timeliness in handling enquiries
- Provide data and escalate issues to senior colleagues
- Promote and service e-channels for Intermediaries & FO
- Process related requests and enquiries
- Facilitate ongoing information exchange with RMs and stakeholders
- Support professional and high-quality client care
- Attend to incoming calls and take prompt action
- Update records of client instructions, details, and preferences
- Create system-based reports for RMs
- Provide clients with information and data
- Process orders, trades, transactions, and payments
- Handle and execute client requests
- Promote usage and adoption of dedicated e-channels
- Monitor maturity list for deposits, loans, and trades
- Take action on standard instructions
- Seek instructions from RMs or clients when necessary
- Organize and follow up on client meetings
- Prepare logistics and documents for client meetings
- Support RMs in investigations and troubleshooting
- Maintain close cross-team collaboration
- Adhere to compliance, legal guidelines, and internal policies
- Serve as a first line of risk defense
- Raise concerns and follow up on issues
- Escalate issues as necessary
Ausbildung
- Matura
Sprachen
- Englisch – verhandlungssicher
- Spanisch – verhandlungssicher
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.
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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 wealth management team with intermediary and end-client requests, including order placement, payments, and loan execution. Excellent organizational skills and accurate work under pressure required. Daily shift work, 08:00-17:00.
Anforderungen
- Excellent organizational skills
- Swift, independent work
- Accurate work under pressure
- Proactive attitude
- Friendly attitude
- Solution-oriented attitude
- Customer-oriented attitude
- Strong team player
- Excellent communication skills
- Professional appearance
- Impactful presence
- High personal integrity
- Risk awareness
- Ethical mindset
- Foundational financial markets knowledge
- Industry awareness
- Basic understanding of relevant products
- Basic understanding of services for EAM clients
- Basic understanding of valuation principles
- Strong fluency in English
- Strong fluency in Spanish
- Very good MS Office skills
Aufgaben
- Support team and RMs with Intermediaries & FO and end-client requests
- Ensure seamless operations and fast, competent responses
- Place orders and handle client requests
- Execute payments and place loans and deposits
- Maintain accuracy and timeliness in handling enquiries
- Provide data and escalate issues to senior colleagues
- Promote and service e-channels for Intermediaries & FO
- Process related requests and enquiries
- Facilitate ongoing information exchange with RMs and stakeholders
- Support professional and high-quality client care
- Attend to incoming calls and take prompt action
- Update records of client instructions, details, and preferences
- Create system-based reports for RMs
- Provide clients with information and data
- Process orders, trades, transactions, and payments
- Handle and execute client requests
- Promote usage and adoption of dedicated e-channels
- Monitor maturity list for deposits, loans, and trades
- Take action on standard instructions
- Seek instructions from RMs or clients when necessary
- Organize and follow up on client meetings
- Prepare logistics and documents for client meetings
- Support RMs in investigations and troubleshooting
- Maintain close cross-team collaboration
- Adhere to compliance, legal guidelines, and internal policies
- Serve as a first line of risk defense
- Raise concerns and follow up on issues
- Escalate issues as necessary
Ausbildung
- Matura
Sprachen
- Englisch – verhandlungssicher
- Spanisch – verhandlungssicher
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 is focused on wealth management, providing personalized financial services and solutions to clients.
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