CH10 - BJB Bank Julius Baer & Co. Ltd.
Assistant Relationship Manager Intermediaries(m/w/x)
Full-timeOn-siteNot specified
Genf
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CHCH10 - BJB Bank Julius Baer & Co. Ltd.
Assistant Relationship Manager Intermediaries(m/w/x)
Genf
Full-timeOn-site
Nejo AI Summary
Supporting wealth management team with intermediary and end-client requests, including order placement, payments, and loan execution. Excellent organizational skills and accurate work under pressure required. Daily shift work, 08:00-17:00.
Requirements
- Excellent organizational skills
- Swift, independent work
- Accurate work under pressure
- Proactive attitude
- Friendly attitude
- Solution-oriented attitude
- Customer-oriented attitude
- Strong team player
- Excellent communication skills
- Professional appearance
- Impactful presence
- High personal integrity
- Risk awareness
- Ethical mindset
- Foundational financial markets knowledge
- Industry awareness
- Basic understanding of relevant products
- Basic understanding of services for EAM clients
- Basic understanding of valuation principles
- Strong fluency in English
- Strong fluency in Spanish
- Very good MS Office skills
Tasks
- Support team and RMs with Intermediaries & FO and end-client requests
- Ensure seamless operations and fast, competent responses
- Place orders and handle client requests
- Execute payments and place loans and deposits
- Maintain accuracy and timeliness in handling enquiries
- Provide data and escalate issues to senior colleagues
- Promote and service e-channels for Intermediaries & FO
- Process related requests and enquiries
- Facilitate ongoing information exchange with RMs and stakeholders
- Support professional and high-quality client care
- Attend to incoming calls and take prompt action
- Update records of client instructions, details, and preferences
- Create system-based reports for RMs
- Provide clients with information and data
- Process orders, trades, transactions, and payments
- Handle and execute client requests
- Promote usage and adoption of dedicated e-channels
- Monitor maturity list for deposits, loans, and trades
- Take action on standard instructions
- Seek instructions from RMs or clients when necessary
- Organize and follow up on client meetings
- Prepare logistics and documents for client meetings
- Support RMs in investigations and troubleshooting
- Maintain close cross-team collaboration
- Adhere to compliance, legal guidelines, and internal policies
- Serve as a first line of risk defense
- Raise concerns and follow up on issues
- Escalate issues as necessary
Education
- High school diploma
Languages
- English – Business Fluent
- Spanish – Business Fluent
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.
Not a perfect match?
- CH10 - BJB Bank Julius Baer & Co. Ltd.
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CHCH10 - BJB Bank Julius Baer & Co. Ltd.
Assistant Relationship Manager Intermediaries(m/w/x)
Genf
Full-timeOn-site
Nejo AI Summary
Supporting wealth management team with intermediary and end-client requests, including order placement, payments, and loan execution. Excellent organizational skills and accurate work under pressure required. Daily shift work, 08:00-17:00.
Requirements
- Excellent organizational skills
- Swift, independent work
- Accurate work under pressure
- Proactive attitude
- Friendly attitude
- Solution-oriented attitude
- Customer-oriented attitude
- Strong team player
- Excellent communication skills
- Professional appearance
- Impactful presence
- High personal integrity
- Risk awareness
- Ethical mindset
- Foundational financial markets knowledge
- Industry awareness
- Basic understanding of relevant products
- Basic understanding of services for EAM clients
- Basic understanding of valuation principles
- Strong fluency in English
- Strong fluency in Spanish
- Very good MS Office skills
Tasks
- Support team and RMs with Intermediaries & FO and end-client requests
- Ensure seamless operations and fast, competent responses
- Place orders and handle client requests
- Execute payments and place loans and deposits
- Maintain accuracy and timeliness in handling enquiries
- Provide data and escalate issues to senior colleagues
- Promote and service e-channels for Intermediaries & FO
- Process related requests and enquiries
- Facilitate ongoing information exchange with RMs and stakeholders
- Support professional and high-quality client care
- Attend to incoming calls and take prompt action
- Update records of client instructions, details, and preferences
- Create system-based reports for RMs
- Provide clients with information and data
- Process orders, trades, transactions, and payments
- Handle and execute client requests
- Promote usage and adoption of dedicated e-channels
- Monitor maturity list for deposits, loans, and trades
- Take action on standard instructions
- Seek instructions from RMs or clients when necessary
- Organize and follow up on client meetings
- Prepare logistics and documents for client meetings
- Support RMs in investigations and troubleshooting
- Maintain close cross-team collaboration
- Adhere to compliance, legal guidelines, and internal policies
- Serve as a first line of risk defense
- Raise concerns and follow up on issues
- Escalate issues as necessary
Education
- High school diploma
Languages
- English – Business Fluent
- Spanish – Business Fluent
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.
About the Company
CH10 - BJB Bank Julius Baer & Co. Ltd.
Industry
FinancialServices
Description
The company is focused on wealth management, providing personalized financial services and solutions to clients.
Not a perfect match?
- CH10 - BJB Bank Julius Baer & Co. Ltd.
Assistant Relationship Manager Intermediaries(m/w/x)
Full-timeOn-siteNot specifiedGenf - CH10 - BJB Bank Julius Baer & Co. Ltd.
Assistant Relationship Manager(m/w/x)
Full-timeOn-siteNot specifiedGenf - CH10 - BJB Bank Julius Baer & Co. Ltd.
Assistant Relationship Manager(m/w/x)
Full-timeOn-siteEntry LevelGenf - LGT Bank (Schweiz) AG
Assistant Relationship Manager Middle East(m/w/x)
Full-timeOn-siteExperiencedGenf - Mirabaud & Cie SA
RM Assistant - Swiss Market(m/w/x)
Full-timeOn-siteSeniorGenf