Private Banking Greater China Assistant Relationship Manager - BANK JULIUS BAER & CO. LTD.

Roles & Responsibilities

GENERAL DESCRIPTION

The Assistant Relationship Manager (ARM) supports one or more Relationship Manager(s) (RM) / Group Head(s) (GH) in daily operations, administration and client management. The ARM interacts with internal and external stakeholders, provides clients with relevant information and supports the RM in implementing customised solutions. Furthermore, the ARM acts as role model in bringing the best service quality to the RMs / GH in a fast, professional and friendly manner, and thus helping the team to manage, develop and grow its client base. They channel client feedback to the relevant individuals / departments within the Bank to foster continuous improvement and fast adaptation of processes.

KEY FEATURES OF THE POSITION

CLIENT ADMINISTRATION AND MANAGEMENT

• Supports RMs / GH in client interaction and all related tasks (systems, processes, files, documents etc.) with high-quality, precision and timely responsiveness
• Customizes client requests (reporting, statistics, mailings etc.)
• Manages the RM / GH’s calendar, prepares client meetings, organizes business trips, completes the

post processing of client calls, client meetings or business trips for RMs / GH

BUSINESS MANAGEMENT

RISK MANAGEMENT AND CONTROLS

REGULATORY RESPONSIBILITIEs

PERSONAL AND SOCIAL SKILLS

PROFESSIONAL AND TECHNICAL SKILLS

REGULATORY

Tell employers what skills you have

CRM

Defence

Referrals

ARM

Private Banking

Risk Management

Administration

Channel

Written Communication

Approachable

Pressure

Statistics

Team Player

Post Processing

Adaptation