CH10 - BJB Bank Julius Baer & Co. Ltd.
Assistant Relationship Manager(m/w/x)
Full-timeOn-siteNot specified
Genf
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CHCH10 - BJB Bank Julius Baer & Co. Ltd.
Assistant Relationship Manager(m/w/x)
Genf
Full-timeOn-site
Nejo AI Summary
Supporting wealth management RMs with client requests, order execution, and data reporting for private wealth clients. Foundational financial markets knowledge required. Daily interaction with diverse client inquiries and financial operations.
Requirements
- Excellent organisational skills
- Proactivity, friendliness, teamwork, and solution orientation
- Impeccable presentation and communication skills
- Strong integrity, ethics, and risk awareness
- Foundational knowledge of financial markets
- Basic understanding of relevant products and services
- Strong fluency in English and French
- Very good MS Office skills
- Excellent organisational skills
Tasks
- Support Relationship Managers with client requests
- Place orders and execute payments
- Handle client inquiries and provide data
- Maintain and update client records
- Create system-based reports for Relationship Managers
- Process trades and transactions outside e-channels
- Promote usage of Intermediaries & FO e-channels
- Monitor maturity lists for deposits and loans
- Organize and follow up on client meetings
- Assist in investigations and troubleshooting
- Ensure compliance with legal guidelines and internal policies
- Act as the first line of risk defense by raising concerns
Education
- High school diploma
Languages
- English – Business Fluent
- French – Business Fluent
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of CH10 - BJB 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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CHCH10 - BJB Bank Julius Baer & Co. Ltd.
Assistant Relationship Manager(m/w/x)
Genf
Full-timeOn-site
Nejo AI Summary
Supporting wealth management RMs with client requests, order execution, and data reporting for private wealth clients. Foundational financial markets knowledge required. Daily interaction with diverse client inquiries and financial operations.
Requirements
- Excellent organisational skills
- Proactivity, friendliness, teamwork, and solution orientation
- Impeccable presentation and communication skills
- Strong integrity, ethics, and risk awareness
- Foundational knowledge of financial markets
- Basic understanding of relevant products and services
- Strong fluency in English and French
- Very good MS Office skills
- Excellent organisational skills
Tasks
- Support Relationship Managers with client requests
- Place orders and execute payments
- Handle client inquiries and provide data
- Maintain and update client records
- Create system-based reports for Relationship Managers
- Process trades and transactions outside e-channels
- Promote usage of Intermediaries & FO e-channels
- Monitor maturity lists for deposits and loans
- Organize and follow up on client meetings
- Assist in investigations and troubleshooting
- Ensure compliance with legal guidelines and internal policies
- Act as the first line of risk defense by raising concerns
Education
- High school diploma
Languages
- English – Business Fluent
- French – Business Fluent
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of CH10 - BJB 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.
About the Company
CH10 - BJB Bank Julius Baer & Co. Ltd.
Industry
FinancialServices
Description
The company shapes the future of wealth management, focusing on individual empowerment and creating value beyond wealth.
Not a perfect match?
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