CH10 - BJB Bank Julius Baer & Co. Ltd.
Assistant Relationship Manager Intermediaries(m/w/x)
Full-timeOn-siteNot specified
Genf
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BABank Julius Baer & Co. Ltd.
Account Manager, Iberia market(m/w/x)
Genf
Full-timeOn-site
Nejo AI Summary
Servicing Private Banking clients in the Iberia market, executing trades and handling client requests. Excellent organizational skills and ability to work swiftly independently required. Support team and RMs in servicing Private Banking clients.
Requirements
- Excellent organizational skills
- Ability to work swiftly and independently
- Accuracy under pressure
- Proactiveness
- Friendliness
- Team player skills
- Solution-oriented mindset
- Impeccable presentation skills
- Impeccable communication skills
- Strong integrity and ethics
- Strong risk awareness
- Solid client-focused mindset
- Foundational knowledge of financial markets
- Knowledge of industry structure and function
- Knowledge of legal/regulatory environment
- Industry awareness
- Strong fluency in Spanish
- Strong fluency in English
- Very good MS Office skills
Tasks
- Support team and RMs in servicing Private Banking clients
- Place orders and handle client requests
- Execute trades and provide administrative support
- Interact with clients in all aspects
- Respond to incoming calls and take prompt action
- Maintain and update client records
- Create system-based reports for RMs
- Provide clients with information and data
- Process orders, trades, transactions, and payments
- Organize and follow up on client meetings
- Prepare logistics and documents for meetings
- Support RMs in investigations and troubleshooting
- Collaborate closely with internal teams and units
- Adhere to compliance, legal guidelines, and internal policies
- Act as the first line of risk defense
- Raise concerns and escalate issues as necessary
Education
- High school diploma
Languages
- Spanish – Business Fluent
- English – Business Fluent
Tools & Technologies
- MS Office
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Bank Julius Baer & Co. Ltd. and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
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- CH10 - BJB Bank Julius Baer & Co. Ltd.
Assistant Relationship Manager Intermediaries(m/w/x)
Full-timeOn-siteNot specifiedGenf - Julius Baer
Account Manager(m/w/x)
Full-timeOn-siteExperiencedGenf - CH10 - BJB Bank Julius Baer & Co. Ltd.
Account Manager(m/w/x)
Full-timeOn-siteExperiencedGenf - CH10 - BJB Bank Julius Baer & Co. Ltd.
Assistant Relationship Manager(m/w/x)
Full-timeOn-siteNot specifiedGenf
BABank Julius Baer & Co. Ltd.
Account Manager, Iberia market(m/w/x)
Genf
Full-timeOn-site
Nejo AI Summary
Servicing Private Banking clients in the Iberia market, executing trades and handling client requests. Excellent organizational skills and ability to work swiftly independently required. Support team and RMs in servicing Private Banking clients.
Requirements
- Excellent organizational skills
- Ability to work swiftly and independently
- Accuracy under pressure
- Proactiveness
- Friendliness
- Team player skills
- Solution-oriented mindset
- Impeccable presentation skills
- Impeccable communication skills
- Strong integrity and ethics
- Strong risk awareness
- Solid client-focused mindset
- Foundational knowledge of financial markets
- Knowledge of industry structure and function
- Knowledge of legal/regulatory environment
- Industry awareness
- Strong fluency in Spanish
- Strong fluency in English
- Very good MS Office skills
Tasks
- Support team and RMs in servicing Private Banking clients
- Place orders and handle client requests
- Execute trades and provide administrative support
- Interact with clients in all aspects
- Respond to incoming calls and take prompt action
- Maintain and update client records
- Create system-based reports for RMs
- Provide clients with information and data
- Process orders, trades, transactions, and payments
- Organize and follow up on client meetings
- Prepare logistics and documents for meetings
- Support RMs in investigations and troubleshooting
- Collaborate closely with internal teams and units
- Adhere to compliance, legal guidelines, and internal policies
- Act as the first line of risk defense
- Raise concerns and escalate issues as necessary
Education
- High school diploma
Languages
- Spanish – Business Fluent
- English – Business Fluent
Tools & Technologies
- MS Office
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Bank Julius Baer & Co. Ltd. and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
Like this job?
BetaYour Career Agent finds similar jobs for you every day.
About the Company
Bank Julius Baer & Co. Ltd.
Industry
FinancialServices
Description
Julius Baer is a global wealth management firm focused on shaping the future of wealth management.
Not a perfect match?
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