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CHCH10 - BJB Bank Julius Baer & Co. Ltd.

Assistant Relationship Manager Intermediaries(m/w/x)

Genf
Full-timeOn-site
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Supporting Intermediaries & FO teams with trading, operational, loan, and deposit requests. Excellent organizational skills and swift, independent work under pressure required. Support RMs with client requests, order placement, and payment execution.

Requirements

  • Excellent organizational skills, swift, independent, and accurate work under pressure
  • Proactive, friendly, solution- and customer-oriented attitude
  • Strong team player with excellent communication skills
  • Professional appearance and impactful presence
  • High personal integrity, risk awareness, and ethical mindset
  • Foundational knowledge of financial markets, structure, function, legal/regulatory environment, and industry awareness
  • Basic understanding of relevant products/services for EAM clients and valuation principles
  • Strong fluency in English and Spanish (oral and written)
  • Very good MS Office skills
  • Excellent organizational skills, swift, independent, and accurate work under pressure
  • Proactive, friendly, solution- and customer-oriented attitude
  • Strong team player with excellent communication skills
  • Professional appearance and impactful presence
  • High personal integrity, risk awareness, and ethical mindset

Tasks

  • Support team and RMs with Intermediaries & FO requests
  • Handle trading and operational client requests
  • Place orders and execute payments
  • Process loans and deposits
  • Ensure accurate and timely responses
  • Escalate issues to senior colleagues
  • Promote and service e-channels for Intermediaries & FO
  • Process related e-channel requests and enquiries
  • Exchange information with RMs and stakeholders
  • Maintain high-quality client care
  • Support client interaction in all aspects
  • Answer incoming calls and take prompt action
  • Update client records and preferences
  • Create system-based reports for RMs
  • Provide clients with information and data
  • Process transactions and client requests
  • Monitor maturity lists for deposits, loans, trades
  • Take standard actions or seek instructions
  • Organize and follow up client meetings
  • Prepare meeting logistics and documents
  • Support RM in investigations and troubleshooting
  • Collaborate with internal teams and units
  • Adhere to compliance and legal guidelines
  • Follow internal rules, regulations, and policies
  • Raise concerns and escalate issues as needed

Education

  • High school diploma

Languages

  • English – Native
  • Spanish – Native

Tools & Technologies

  • MS Office
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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