Bank Julius Baer & Co. Ltd.
Assistant Relationship Manager Iberia(m/w/x)
Full-timeOn-siteExperienced
Zürich
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CHCH10 - BJB Bank Julius Baer & Co. Ltd.
Assistant Relationship Manager Iberia(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Supporting RMs with daily operations and client care for wealth management. Bank apprenticeship or equivalent experience required. Interaction with internal and external stakeholders, plus providing clients with relevant information.
Requirements
- Bank apprenticeship or equivalent education and professional experience
- Good verbal and written German and English skills
- Proven track record servicing banking clients
- Affinity with geographic market(s) covered
- Good understanding of Private Banking products and services
- Basic knowledge of global financial markets
- Team player
- Excellent situational adaptability
- Friendly, trustworthy, discreet personality
- High level of risk awareness
- Highly service oriented
- Passionate about client servicing
- Friendly, competent, professional communication
- Open and approachable demeanor
- Genuine interest in people
- Interest in improving processes
- Systematic, precise, diligent working style
- Ability to perform under pressure
- Personal integrity
- Ethical behaviour
Tasks
- Support RMs/TH in daily operations and client care
- Interact with internal and external stakeholders
- Provide clients with relevant information
- Implement customized solutions for clients
- 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 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 comply with regulations
- Inform superior timely and appropriately
- Conduct reviews and document work
- Support implementation of projects and initiatives
- Propose professional input for improvements
- Manage expense claim process for RMs/TH
- Help manage risk and raise concerns
- Follow up on issues and escalate when necessary
- Adhere to local regulations and internal policies
- Ensure timely clearance of pending items
- 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 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 Iberia(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Supporting RMs with daily operations and client care for wealth management. Bank apprenticeship or equivalent experience required. Interaction with internal and external stakeholders, plus providing clients with relevant information.
Requirements
- Bank apprenticeship or equivalent education and professional experience
- Good verbal and written German and English skills
- Proven track record servicing banking clients
- Affinity with geographic market(s) covered
- Good understanding of Private Banking products and services
- Basic knowledge of global financial markets
- Team player
- Excellent situational adaptability
- Friendly, trustworthy, discreet personality
- High level of risk awareness
- Highly service oriented
- Passionate about client servicing
- Friendly, competent, professional communication
- Open and approachable demeanor
- Genuine interest in people
- Interest in improving processes
- Systematic, precise, diligent working style
- Ability to perform under pressure
- Personal integrity
- Ethical behaviour
Tasks
- Support RMs/TH in daily operations and client care
- Interact with internal and external stakeholders
- Provide clients with relevant information
- Implement customized solutions for clients
- 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 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 comply with regulations
- Inform superior timely and appropriately
- Conduct reviews and document work
- Support implementation of projects and initiatives
- Propose professional input for improvements
- Manage expense claim process for RMs/TH
- Help manage risk and raise concerns
- Follow up on issues and escalate when necessary
- Adhere to local regulations and internal policies
- Ensure timely clearance of pending items
- 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 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.
Like this job?
BetaYour Career Agent finds similar jobs for you every day.
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?
- Bank Julius Baer & Co. Ltd.
Assistant Relationship Manager Iberia(m/w/x)
Full-timeOn-siteExperiencedZürich - Bank Julius Baer & Co. Ltd.
Assistant Relationship Manager Private Banking - Germany & Austria(m/w/x)
Full-timeOn-siteExperiencedZürich - LGT Bank (Schweiz) AG
Assistant Relationship Manager – Swiss Onshore Market(m/w/x)
Full-timeOn-siteExperiencedZürich - Julius Baer
Account Manager Middle East & Africa(m/w/x)
Full-timeOn-siteExperiencedZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
Account Manager Private Banking for CEE(m/w/x)
Full-timeOn-siteExperiencedZürich