Allianz
Kundenberater:in(m/w/x)
Full-timeOn-siteExperienced
Thun, Spiez, Grindelwald, Adelboden, Interlaken, Frutigen, Meiringen, Zweisimmen
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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
Supporting Relationship Managers with private client requests, executing trades, payments, and loans at global wealth management firm. Foundational knowledge of financial markets required; impeccable presentation and communication skills essential. Direct client interaction in a global wealth management setting.
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 Fluent
- French – 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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Full-timeOn-siteExperiencedLenk
CHCH10 - BJB Bank Julius Baer & Co. Ltd.
Assistant Relationship Manager(m/w/x)
Crans-Montana
Full-timeOn-site
Nejo AI Summary
Supporting Relationship Managers with private client requests, executing trades, payments, and loans at global wealth management firm. Foundational knowledge of financial markets required; impeccable presentation and communication skills essential. Direct client interaction in a global wealth management setting.
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 Fluent
- French – 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?
- 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 - Suva
Spezialist:in Langfristgeldleistungen(m/w/x)
Full-timeOn-siteSeniorLausanne, Genf, Delsberg, Freiburg, La Chaux-de-Fonds, Sitten - Allianz
Vorsorgeberater:in(m/w/x)
Full-timeOn-siteSeniorThun, Spiez, Grindelwald, Adelboden, Frutigen, Meiringen, Zweisimmen, Interlaken - Relais & Châteaux
Commis de Rang(m/w/x)
Full-timeOn-siteExperiencedLenk