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BABank Julius Baer & Co. Ltd.

Assistant Relationship Manager Iberia(m/w/x)

Zürich
Full-timeOn-siteExperienced
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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
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