CH10 - BJB Bank Julius Baer & Co. Ltd.
Specialist Business Front Support(m/w/x)
Full-timeOn-siteExperienced
Zürich
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CHCH10 - BJB Bank Julius Baer & Co. Ltd.
Specialist Business Front Support(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Hotline support for wealth management front office staff in German, English, and Italian. Order entry and toolbox application assistance for RMs and ARMs required. Training new joiners on applications and processes.
Requirements
- Good understanding of front office applications
- Good understanding of financial products
- Good understanding of business processes
- Good understanding of IT processes
- Higher education is an advantage
- Completed commercial apprenticeship, preferably at a bank
- School leaving certificate
- Experience in a financial institution
- Sound banking knowledge
- Stakeholder management
- Ensuring common information base between parties
- Rapid comprehension of processes
- Rapid comprehension of workflows
- Highly developed logical thinking skills
- Highly developed networked thinking skills
- Very good German language skills
- Very good English language skills
- Italian language skills are an advantage
Tasks
- Manage hotline service for business-related requests
- Handle inquiries from front office staff in German, English, and Italian
- Support RM and ARM with order entry systems transactions
- Assist RM and ARM with toolbox applications
- Train new Front joiners on relevant applications and processes
- Respond to verbal and written inquiries on the Business Support Hotline
- Support RM and ARM with Wealth Navigator issues
- Assist RM and ARM with Transition Portal (TPSM) problems
- Help RM and ARM with Special Conditions (CLIPP) questions
- Support RM and ARM with account closing requests
- Provide guidance on Digital Banking Tools
- Train new Relationship Managers and Assistants in various applications
- Train new Relationship Managers and Assistants in various processes
Work Experience
- approx. 1 - 4 years
Education
- High school diploma
Languages
- German – Business Fluent
- English – Business Fluent
- Italian – Basic
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.
Specialist Business Front Support(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Hotline support for wealth management front office staff in German, English, and Italian. Order entry and toolbox application assistance for RMs and ARMs required. Training new joiners on applications and processes.
Requirements
- Good understanding of front office applications
- Good understanding of financial products
- Good understanding of business processes
- Good understanding of IT processes
- Higher education is an advantage
- Completed commercial apprenticeship, preferably at a bank
- School leaving certificate
- Experience in a financial institution
- Sound banking knowledge
- Stakeholder management
- Ensuring common information base between parties
- Rapid comprehension of processes
- Rapid comprehension of workflows
- Highly developed logical thinking skills
- Highly developed networked thinking skills
- Very good German language skills
- Very good English language skills
- Italian language skills are an advantage
Tasks
- Manage hotline service for business-related requests
- Handle inquiries from front office staff in German, English, and Italian
- Support RM and ARM with order entry systems transactions
- Assist RM and ARM with toolbox applications
- Train new Front joiners on relevant applications and processes
- Respond to verbal and written inquiries on the Business Support Hotline
- Support RM and ARM with Wealth Navigator issues
- Assist RM and ARM with Transition Portal (TPSM) problems
- Help RM and ARM with Special Conditions (CLIPP) questions
- Support RM and ARM with account closing requests
- Provide guidance on Digital Banking Tools
- Train new Relationship Managers and Assistants in various applications
- Train new Relationship Managers and Assistants in various processes
Work Experience
- approx. 1 - 4 years
Education
- High school diploma
Languages
- German – Business Fluent
- English – Business Fluent
- Italian – Basic
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.
Like this job?
BetaYour Career Agent finds similar jobs for you every day.
About the Company
CH10 - BJB Bank Julius Baer & Co. Ltd.
Industry
FinancialServices
Description
The company shapes the future of wealth management, focusing on individual empowerment and creating value beyond wealth.
Not a perfect match?
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Specialist Business Front Support(m/w/x)
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