Allianz
Vorsorgeberater im Aussendienst(m/w/x)
Full-timeOn-siteExperienced
Sitten
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Assisting wealth managers with client interactions, record maintenance, and system-based reporting. Accuracy under pressure and proactiveness essential. Exposure to international clientele.
Requirements
- Excellent organisational skills
- Ability to work swiftly
- Independent work within Assistant RM scope
- Accuracy under pressure
- Proactiveness
- Friendliness
- Teamwork skills
- Solution-oriented mindset
- Impeccable presentation skills
- Impeccable communication skills
- Strong integrity
- Strong ethics
- Risk awareness
- Solid client-focused mindset
- Foundational knowledge of financial markets structure
- Foundational knowledge of financial markets function
- Foundational knowledge of financial markets legal/regulatory environment
- Industry awareness
- Strong fluency in English (oral and written)
- Strong fluency in French (oral and written)
- Fluency in other languages according to market requirement
- Very good MS Office skills
- Excellent organisational skills
- Ability to work swiftly
- Independent work within Assistant RM scope
- Accuracy under pressure
Tasks
- Assist Relationship Managers and team with client interactions
- Respond promptly to incoming calls
- Maintain and update client records
- Create system-based reports for Relationship Managers
- Provide clients with verbal and written information
- Avoid offering advice or value judgments
- Process orders, trades, and transactions
- Process payments outside e-channels
- Handle and execute client requests
- Support local teams with cash services
- Assist with client reception on-site
- Monitor maturity lists for deposits, loans, and trades
- Act on standard instructions for maturities
- Seek instructions from Relationship Managers or clients
- Organize and follow up on client meetings
- Manage meeting logistics and document preparation
- Support Relationship Managers with investigations and troubleshooting
- Maintain close internal cross-team collaboration
- Adhere to compliance, legal guidelines, and internal policies
- Raise concerns regarding risk
- Follow up on identified issues
- Escalate issues as necessary
Education
- High school diploma
Languages
- English – Business Fluent
- French – Business Fluent
Tools & Technologies
- MS Office
Benefits
Learning & Development
- Professional development opportunities
- Continuous learning
Career Advancement
- Career progression
Informal Culture
- Supportive local team
- Cross-border collaboration
Other Benefits
- Exposure to international clientele
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Julius Baer 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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Assisting wealth managers with client interactions, record maintenance, and system-based reporting. Accuracy under pressure and proactiveness essential. Exposure to international clientele.
Requirements
- Excellent organisational skills
- Ability to work swiftly
- Independent work within Assistant RM scope
- Accuracy under pressure
- Proactiveness
- Friendliness
- Teamwork skills
- Solution-oriented mindset
- Impeccable presentation skills
- Impeccable communication skills
- Strong integrity
- Strong ethics
- Risk awareness
- Solid client-focused mindset
- Foundational knowledge of financial markets structure
- Foundational knowledge of financial markets function
- Foundational knowledge of financial markets legal/regulatory environment
- Industry awareness
- Strong fluency in English (oral and written)
- Strong fluency in French (oral and written)
- Fluency in other languages according to market requirement
- Very good MS Office skills
- Excellent organisational skills
- Ability to work swiftly
- Independent work within Assistant RM scope
- Accuracy under pressure
Tasks
- Assist Relationship Managers and team with client interactions
- Respond promptly to incoming calls
- Maintain and update client records
- Create system-based reports for Relationship Managers
- Provide clients with verbal and written information
- Avoid offering advice or value judgments
- Process orders, trades, and transactions
- Process payments outside e-channels
- Handle and execute client requests
- Support local teams with cash services
- Assist with client reception on-site
- Monitor maturity lists for deposits, loans, and trades
- Act on standard instructions for maturities
- Seek instructions from Relationship Managers or clients
- Organize and follow up on client meetings
- Manage meeting logistics and document preparation
- Support Relationship Managers with investigations and troubleshooting
- Maintain close internal cross-team collaboration
- Adhere to compliance, legal guidelines, and internal policies
- Raise concerns regarding risk
- Follow up on identified issues
- Escalate issues as necessary
Education
- High school diploma
Languages
- English – Business Fluent
- French – Business Fluent
Tools & Technologies
- MS Office
Benefits
Learning & Development
- Professional development opportunities
- Continuous learning
Career Advancement
- Career progression
Informal Culture
- Supportive local team
- Cross-border collaboration
Other Benefits
- Exposure to international clientele
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Julius Baer 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
Julius Baer
Industry
FinancialServices
Description
The company shapes the future of wealth management by empowering individuals to create value beyond wealth.
Not a perfect match?
- Allianz
Vorsorgeberater im Aussendienst(m/w/x)
Full-timeOn-siteExperiencedSitten - Good-People
Temporary Nanny(m/w/x)
Full-timeOn-siteJuniorSitten - Full Stack Supply Co
Global Accounts Receivable Specialist(m/w/x)
Full-timeOn-siteSeniorLe Châble - Garaventa AG
Projektleiter:in Service & Unterhalt(m/w/x)
Full-timeOn-siteExperiencedSitten - Full Stack Supply Co
On-Snow Demo & Events Intern(m/w/x)
Full-timeInternshipOn-siteVerbier