Les Roches
Registry Officer(m/w/x)
Full-timeOn-siteNot specified
Crans-Montana
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CHCH10 - BJB Bank Julius Baer & Co. Ltd.
Assistant Relationship Manager(m/w/x)
Crans-Montana
Full-timeOn-site
Nejo AI Summary
In this role, you will ensure seamless operations by managing client transactions and administrative requests while providing vital support to the team's Relationship Managers.
Requirements
- Excellent organisational skills
- Proactive and solution-oriented teamwork
- Impeccable presentation and communication skills
- Strong integrity and risk awareness
- Foundational knowledge of financial markets
- Strong fluency in English and French
- Very good MS Office skills
- Ability to work swiftly and independently
Tasks
- Support Relationship Managers with private client requests
- Place orders for trades and transactions
- Execute payments and place loans or deposits
- Respond promptly to incoming client calls
- Maintain accurate records of client instructions and preferences
- Generate system-based reports for the team
- Provide clients with factual information and data
- Assist with on-site reception and cash services
- Monitor maturity lists for deposits and loans
- Organize client meetings and prepare necessary documentation
- Troubleshoot issues through internal cross-team collaboration
- Adhere strictly to all legal and compliance guidelines
- Escalate risks and concerns to senior colleagues
Education
High school diploma
Languages
English – Business FluentFrench – 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.
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CHCH10 - BJB Bank Julius Baer & Co. Ltd.
Assistant Relationship Manager(m/w/x)
Crans-Montana
Full-timeOn-site
Nejo AI Summary
In this role, you will ensure seamless operations by managing client transactions and administrative requests while providing vital support to the team's Relationship Managers.
Requirements
- Excellent organisational skills
- Proactive and solution-oriented teamwork
- Impeccable presentation and communication skills
- Strong integrity and risk awareness
- Foundational knowledge of financial markets
- Strong fluency in English and French
- Very good MS Office skills
- Ability to work swiftly and independently
Tasks
- Support Relationship Managers with private client requests
- Place orders for trades and transactions
- Execute payments and place loans or deposits
- Respond promptly to incoming client calls
- Maintain accurate records of client instructions and preferences
- Generate system-based reports for the team
- Provide clients with factual information and data
- Assist with on-site reception and cash services
- Monitor maturity lists for deposits and loans
- Organize client meetings and prepare necessary documentation
- Troubleshoot issues through internal cross-team collaboration
- Adhere strictly to all legal and compliance guidelines
- Escalate risks and concerns to senior colleagues
Education
High school diploma
Languages
English – Business FluentFrench – 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
Julius Baer is a global wealth management company focused on shaping the future of wealth management through impactful, entrepreneurial, and empowered individuals.
Not a perfect match?
- Les Roches
Registry Officer(m/w/x)
Full-timeOn-siteNot specifiedCrans-Montana - Les Roches
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Full-timeOn-siteExperiencedCrans-Montana - Allianz
Kundenberater:in(m/w/x)
Full-timeOn-siteExperiencedThun, Spiez, Grindelwald, Adelboden, Interlaken, Frutigen, Meiringen, Zweisimmen - Les Roches
Maintenance & Safety Project Coordinator(m/w/x)
Full-timeOn-siteExperiencedCrans-Montana - Relais & Châteaux
Receptionist(m/w/x)
Full-timeOn-siteExperiencedAdelboden