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BABank Julius Baer & Co. Ltd.

Assistant Relationship Manager Private Banking - Germany & Austria(m/w/x)

Zürich
Full-timeOn-siteExperienced
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Supporting RMs in private banking operations for high-net-worth clients in Germany and Austria. Teamwork and high risk awareness essential. Daily client interaction, 5-person team.

Requirements

  • Teamwork skills
  • Situational adaptability with diverse clients
  • Friendly, trustworthy, discreet personality
  • High risk awareness
  • Service orientation and client servicing passion
  • Friendly, competent, professional communication
  • Openness and approachability
  • Genuine interest in people and process improvement
  • Systematic, precise, diligent working style
  • Ability to perform under pressure
  • Personal integrity and ethical behavior
  • Affinity with geographic market(s)
  • Familiarity with legal/regulatory environment
  • Cultural awareness
  • Good understanding of Private Banking products/services
  • Basic knowledge of global financial markets
  • Awareness of industry developments
  • Relevant educational background (bank apprenticeship or equivalent)
  • Professional background in financial industry
  • Good language skills (verbal and written)
  • Proven client servicing track record

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 individuals/departments
  • Support RMs/TH in client interaction and related tasks
  • Customize client requests (reporting, statistics, 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 (client receptions, meetings, 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 plan ahead
  • Document work at all times
  • Support implementation of projects and initiatives
  • Propose professional input for improvements
  • Manage expense claim process for RMs/TH
  • Help manage risk (support first line of defence)
  • Raise concerns and follow up on issues
  • Escalate when in doubt
  • Adhere to local regulations and internal policies
  • Ensure timely clearance of pending items
  • Address escalated deficiencies
  • Ensure ethical and compliant behavior
  • Document client interaction/orders correctly and meaningfully

Work Experience

  • approx. 1 - 4 years

Education

  • Vocational certification

Languages

  • English – Advanced
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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