Assistant Relationship Manager
5 months ago
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.
The Assistant Relationship Manager (ARM) is a key member of the team within Private Banking. He/she supports the Relationship Manager and Team Head in all tasks related to the delivery of excellent service to the clients. He/she may be the first point of contact for the client and as such, being able to gain the client’s confidence and give a positive, professional impression will be a strong asset. In this context, strong inter-personal skills are needed, together with a service-oriented mind-set.He/she is responsible for the accurate and timely processing of client instructions, as well as the efficient handling of client enquiries, escalating to senior colleagues where necessary. He/she will also assist the Relationship Manager with administrative tasks such as the preparation of presentations, the organising of meetings, events and business trips as well as ad hoc analysis and research.
YOUR CHALLENGE
Business Management
Provides on-going administrative support:Processes client payment orders, executes securities, funds, bonds, MM / FX tradesDeals with client enquiries and resolves where possibleManages diaries, books client meetings, assists with events preparationPrepares for RM business trips; organises travels, preparing client presentationsMaintains client contact frequency and updates recordsEnsures compliance with local & internal regulations, e.g. client documentation, client’s instructions etcOrganises team meetings, takes the minutes and follows up on action points Assists the RM in achieving their targets:Identifies opportunities for share of wallet increases / cross salesContacts clients to check satisfaction with service levels and to enquire additional needs Undertakes research assignments as requiredRegulatory Responsibilities &/OR Risk Management
Demonstration of appropriate values and behaviours including but not limited to standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulationsRANK APPLICABLE TO THE POSITION
Associate Manager / Associate Director
YOUR PROFILE
Personal and Social
Customer focused and good interpersonal and communication skills Able to handle verbal and written communication with clients in the client's native language where applicable High self-motivation, positive and possess a can do and pro-active attitude Understands the execution and back office processes as well as the legal & compliance procedures Ability to set priorities and work under pressure Good and fast learning ability Team oriented personality (team player) with attention to detailProfessional and Technical
A good university degree in Finance, Economics or related discipline At least 3 years of relevant ARM experience in Private Bank set up CACS Papers 1 and 2 Preferably with CMFAS Modules 1B, 5, 6A, 8A certification Working knowledge of T24, Olympics and TEMOS Working knowledge of Microsoft Office applications (e.g. Word, Excel, Powerpoint, etc)Regulatory (where applicable)
MAS Registered/Appointed RepresentativeWe are looking forward to receiving your full job application through our online application tool.
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