CH10 - BJB Bank Julius Baer & Co. Ltd.
Assistant Relationship Manager Iberia(m/w/x)
Full-timeOn-siteExperienced
Zürich
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BABank Julius Baer & Co. Ltd.
Assistant Relationship Manager Iberia(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Supporting wealth management operations for private banking clients in Iberia. Bank apprenticeship and fluent German/English skills required. Daily client interaction, internal stakeholder management.
Requirements
- Bank apprenticeship or equivalent education and professional experience
- Good verbal and written German and English skills
- Servicing banking clients with complex needs
- Affinity with geographic market, legal and regulatory environment
- Good understanding of Private Banking products and services
- Basic knowledge of global financial markets
- Team player
- Excellent situational adaptability
- Friendly, trustworthy, discreet personality with risk awareness
- Highly service oriented and passionate about client servicing
- Friendly, competent, professional communication
- Open, approachable, genuine interest in people and process improvement
- Systematic, precise, diligent working style under pressure
- Personal integrity and ethical behaviour
Tasks
- Support RMs/TH in daily operations and client care
- Interact with internal and external stakeholders
- Provide clients with relevant information
- Support RMs in implementing customized solutions
- Act as a role model for service quality
- Channel client feedback to relevant departments
- Support RMs/TH in client interaction and related tasks
- Customize client requests for reporting, statistics, and mailings
- Manage RMs/TH’s calendar and prepare client meetings
- Organize business trips and complete post-processing of client interactions
- Compile presentations and draft investment proposals
- Support marketing activities and client events
- Ensure coverage during absences
- Collect and exchange relevant information
- Organize work efficiently and ensure timely information to superiors
- Conduct reviews, plan ahead, and document work
- Support RMs/TH in project and initiative implementation
- Propose professional input for improvements
- Manage expense claim process for RMs/TH
- Help manage risk by raising concerns and following up on issues
- Ensure adherence to local regulations and internal policies
- Clear pending items and escalated deficiencies
- Maintain ethical and compliant behavior
- Document client interactions and orders accurately
Work Experience
- 2 - 4 years
Education
- Vocational certification
Languages
- German – Advanced
- English – Advanced
- Italian – is a plus
- Spanish – is a plus
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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BABank Julius Baer & Co. Ltd.
Assistant Relationship Manager Iberia(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Supporting wealth management operations for private banking clients in Iberia. Bank apprenticeship and fluent German/English skills required. Daily client interaction, internal stakeholder management.
Requirements
- Bank apprenticeship or equivalent education and professional experience
- Good verbal and written German and English skills
- Servicing banking clients with complex needs
- Affinity with geographic market, legal and regulatory environment
- Good understanding of Private Banking products and services
- Basic knowledge of global financial markets
- Team player
- Excellent situational adaptability
- Friendly, trustworthy, discreet personality with risk awareness
- Highly service oriented and passionate about client servicing
- Friendly, competent, professional communication
- Open, approachable, genuine interest in people and process improvement
- Systematic, precise, diligent working style under pressure
- Personal integrity and ethical behaviour
Tasks
- Support RMs/TH in daily operations and client care
- Interact with internal and external stakeholders
- Provide clients with relevant information
- Support RMs in implementing customized solutions
- Act as a role model for service quality
- Channel client feedback to relevant departments
- Support RMs/TH in client interaction and related tasks
- Customize client requests for reporting, statistics, and mailings
- Manage RMs/TH’s calendar and prepare client meetings
- Organize business trips and complete post-processing of client interactions
- Compile presentations and draft investment proposals
- Support marketing activities and client events
- Ensure coverage during absences
- Collect and exchange relevant information
- Organize work efficiently and ensure timely information to superiors
- Conduct reviews, plan ahead, and document work
- Support RMs/TH in project and initiative implementation
- Propose professional input for improvements
- Manage expense claim process for RMs/TH
- Help manage risk by raising concerns and following up on issues
- Ensure adherence to local regulations and internal policies
- Clear pending items and escalated deficiencies
- Maintain ethical and compliant behavior
- Document client interactions and orders accurately
Work Experience
- 2 - 4 years
Education
- Vocational certification
Languages
- German – Advanced
- English – Advanced
- Italian – is a plus
- Spanish – is a plus
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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