Assistant Relationship Manager Intermediaries

The Assistant supports the Team and the Relationship Managers (RMs) with all Intermediaries & FO and end-client requests on trading and operational aspects - with the objective to ensure seamless operations and fast, competent and complete responses. Responsibilities include order placement, handling of client requests, payment execution and placement of loans and deposits. Accuracy and timeliness are paramount, with effective handling of enquiries and data provision, plus escalation to senior colleagues where necessary. The RM relies on the Assistant to help promote and service the e-channels dedicated to the Intermediaries & FO and to process the related requests and enquiries. The Assistant is involved in the ongoing information exchange with RMs, plus both internal and external stakeholders in course of business with the clients. As such, they are a role model for professional, competent and high-quality client care and the foundation of our successful Front teams.

At 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.

• Foundational knowledge of financial markets: structure, function and legal/regulatory environment as well as industry awareness

• Proven experience engaging with financial intermediaries, such as multi-family offices and/or wealth managers, ideally within a private banking or asset management environment

• Profound understanding of relevant products and services applicable to EAM clients, plus valuation principles

• Excellent organisational skills, able to work swiftly, independently within the Assistant RM scope and accurately even when under pressure

• Proactive, friendly and solution- as well as customer-oriented attitude

• Strong team player with excellent communication skills

• Professional appearance, impactful and high personal integrity and risk awareness/ethical mindset

• Very good MS Office skills

• Strong fluency in English (oral and written) and other languages according to the market requirement