CH10 - BJB Bank Julius Baer & Co. Ltd.
Assistant Relationship Manager(m/w/x)
Full-timeOn-siteNot specified
Genf
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CHCH10 - BJB Bank Julius Baer & Co. Ltd.
Assistant Relationship Manager(m/w/x)
Genf
Full-timeOn-site
Nejo AI Summary
Processing client requests and financial transactions for private wealth clients at a wealth management firm. Foundational knowledge of financial markets essential. Direct support for senior Relationship Managers in a personalized service environment.
Requirements
- Excellent organisational skills
- Proactivity, friendliness, teamwork, and solution orientation
- Impeccable presentation and communication skills
- Strong integrity, ethics, and risk awareness
- Foundational knowledge of financial markets
- Basic understanding of relevant products and services
- Strong fluency in English and French
- Very good MS Office skills
- Excellent organisational skills
Tasks
- Support Relationship Managers with client requests
- Place orders and execute payments
- Handle client inquiries and provide timely responses
- Maintain and update client records and preferences
- Create system-based reports for Relationship Managers
- Process trades, transactions, and client requests
- Promote the use of e-channels for Intermediaries & FO
- Monitor maturity lists for deposits and loans
- Organize and follow up on client meetings
- Assist in investigations and troubleshooting
- Ensure compliance with legal guidelines and internal policies
- Raise concerns and escalate issues as necessary
Education
- Compulsory education
Languages
- English – Business Fluent
- French – Business Fluent
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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CHCH10 - BJB Bank Julius Baer & Co. Ltd.
Assistant Relationship Manager(m/w/x)
Genf
Full-timeOn-site
Nejo AI Summary
Processing client requests and financial transactions for private wealth clients at a wealth management firm. Foundational knowledge of financial markets essential. Direct support for senior Relationship Managers in a personalized service environment.
Requirements
- Excellent organisational skills
- Proactivity, friendliness, teamwork, and solution orientation
- Impeccable presentation and communication skills
- Strong integrity, ethics, and risk awareness
- Foundational knowledge of financial markets
- Basic understanding of relevant products and services
- Strong fluency in English and French
- Very good MS Office skills
- Excellent organisational skills
Tasks
- Support Relationship Managers with client requests
- Place orders and execute payments
- Handle client inquiries and provide timely responses
- Maintain and update client records and preferences
- Create system-based reports for Relationship Managers
- Process trades, transactions, and client requests
- Promote the use of e-channels for Intermediaries & FO
- Monitor maturity lists for deposits and loans
- Organize and follow up on client meetings
- Assist in investigations and troubleshooting
- Ensure compliance with legal guidelines and internal policies
- Raise concerns and escalate issues as necessary
Education
- Compulsory education
Languages
- English – Business Fluent
- French – Business Fluent
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?
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