Assistant Relationship Manager - BANK JULIUS BAER & CO. LTD.

Roles & Responsibilities

The Assistant Relationship Manager (ARM) Private Banking supports one or more Relationship Manager(s) (RM) / Group Head(s) (GHs) 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 / GHs 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.

YOUR CHALLENGE

Client Administration & Management

• Supports RMs / GHs 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 / GHs
• Compiles presentations, supports in drafting investment proposals and in marketing activities if needed (client reception, meetings, business trips, events etc.)
• Ensures coverage in case of own absences

Business Management

Risk Management & Controls

YOUR PROFILE

Personal & Social Skills

Professional Skills

Education and Experience

Regulatory

Tell employers what skills you have

Defence

Japanese Language

ARM

Relationship Management

Private Banking

Risk Management

Administration

Written Communication

Approachable

Adaptability

Pressure

Banking

Team Player

Post Processing

Adaptation