StellenbeschreibungpAt Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. /pThe Assistant Relationship Manager (ARM) Private Banking supports one or more Relationship Manager(s) (RM)/ Team Head(s) (TH) in daily operations, administration, client care and relationship management. The ARM interacts with internal as well as external stakeholders, provides clients with relevant information and supports the RM in implementing customized solutions. Furthermore, the ARM acts as role model in bringing the best service quality to the RMs/TH in a fast, professional and friendly manner, always living the Julius Baer values (Care, Passion and Excellence) and thus helping the team to manage and grow its current client base. He/she channels client feedback to the relevant individuals/departments within the Bank to foster continuous improvement and fast adaptation of processes. This position is the backbone of Client Relationship Management.ppbbYOUR CHALLENGE /b /b /p /ppbC /bbl /bbi /bbe /bbn /bbt Administration Management /b /pliSupports RMs/TH in client interaction and all related tasks (systems, processes, files, documents etc.) with high-quality, precision and timely responsiveness /liliCustomizes client requests (reporting, statistics, mailings etc.) /liliManages the RM/TH’s calendar, prepares client meetings, organizes business trips, completes the post processing of client calls, client meetings or business trips for RMs/TH /liliCompiles presentations, supports in drafting investment proposals and in marketing activities if needed (client reception, meetings, business trips, events etc.) /liliEnsures coverage in case of own absences /lipbBusiness /b bM /bba /bbna /bbg /bbem /bbe /bbn /bbt /b /pliRegularly collects and exchanges relevant information necessary for the job /liliOrganises himself/herself in an efficient and compliant manner and ensures timely and appropriate information of the superior /liliConducts reviews, plans ahead and documents his/her work at all times /liliSupports RM/TH in implementation of projects and initiatives /liliProvides professional input proposals for improvements based on experience, incident occurrence or observation /liliManages the expense claim process for RMs/TH /lipbRi /bbs /bbk Management /b b /b bC /bbo /bbn /bbt /bbr /bbo /bbl /bbs /b /pliActively helps managing risk (support first line of defence), i.e. in client documentation, by raising concerns, following up on issues and by escalating when in doubt /liliEnsures adherence to local regulations and compliance with internal policies and standards (e.g. new account openings, payment instructions, reviewing client phone calls or signing off at own level of competence etc.) in collaboration with the respective RMs and TH /liliEnsures timely clearance of pending items and escalated deficiencies /liliEnsures appropriate ethical and compliant behaviour in his/her area of responsibility /liliEnsures correct, meaningful and understandable documentation of client interaction/client orders in the corresponding tool (e.g. CRM, DiAS) /lip------------------------------------------------------------------------------------------------------------------- /pppbbYOUR PROFILE /b /b /p /ppbP /bbe /bbr /bbs /bbo /bbn /bba /bbl Social Skills /b /pliTeam player /liliExcellent situational adaptability (able to work with RMs and clients from diverse backgrounds) /liliFriendly, trustworthy and discreet personality with high level of risk awareness /liliHighly service oriented and passionate about client servicing /liliAlways communicates in a friendly, competent and professional manner /liliOpen, approachable an displays genuine interest in people and in improving processes /liliSystematic, precise and diligent working style and the ability to perform under pressure /liliPersonal integrity and ethical behaviour /lipbP /bbr /bbo /bbf /bbe /bbss /bbio /bbna /bbl Skills /b /pliSound affinity with the geographic market(s) covered, i.e. familiar with the legal and regulatory environment as well as cultural awareness /liliGood understanding of relevant products and services in Private Banking /liliBasic knowledge of global financial markets and current developments in the industry /lipbE /bbdu /bbc /bba /bbt /bbio /bbn and Experience /b /pliRelevant educational (bank apprenticeship or equivalent) and 3 - 5 years of professional experience in a similar role in the banking industry /liliFluency in German and English (verbal and written) /liliProven track record in servicing banking clients with complex needs (onboarding of new, maintaining and extending current relationships) /lipWe are looking forward to receiving your full job application through our online application tool. /p
