Assistant Relationship Manager Intermediaries 100%

About the role

Julius Baer is looking for an Assistant Relationship Manager for its Intermediaries and Family Office (FO) business. The Assistant supports the team and the Relationship Managers with all requests from intermediaries and FO clients on trading and operational matters, ensuring fast, competent and complete responses. The role also helps promote and service the dedicated e-channels for Intermediaries and FO.

Key responsibilities

• Handle client interactions, incoming calls and client requests, and maintain and update records of client instructions, details and preferences
• Process orders, trades, transactions and payments placed outside e-channels, and execute client requests
• Monitor the maturity list for deposits, loans and trades, acting on standard instructions and seeking further instructions when needed
• Provide clients with verbal and written information and data, without giving advice or opinions
• Organise and follow up client meetings, including logistics and document preparation
• Support the RM in investigations and troubleshooting, and escalate issues as necessary
• Adhere strictly to compliance, legal and regulatory requirements and act as a first line of risk defence

Required profile

• Excellent organisational skills, able to work swiftly and independently under pressure
• Proactive, friendly and customer-oriented, with strong communication skills
• Professional appearance, high personal integrity and risk awareness
• Fluent English (oral and written) and other languages according to market requirements
• Basic knowledge of financial markets, their structure and regulation, and of products and services for EAM clients, including valuation principles