Assistant Relationship Manager Private Banking - Nordics Zurich

Bank Julius Bär & Co. AG

Key information

Publication date:23 June 2025
Workload:100%
Place of work:Zurich
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Job summary

Join Julius Baer, a leader in wealth management, where your individuality is valued. Enjoy a dynamic work environment that promotes growth and innovation.

Tasks

Support Relationship Managers with daily operations and client care.
Assist in KYC matters and prepare necessary meeting documents.
Maintain accurate records and ensure compliance with legal guidelines.

Skills

Banking apprenticeship or equivalent with 2-4 years experience.
Fluent in English, with knowledge of Nordic languages preferred.
Proactive, service-oriented, and able to work under pressure.

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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) Private Banking supports one or more Relationship Manager(s) (RM)/ Team Head(s) (TH) 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/TH 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.

IHRE AUFGABEN

Assist Relationship Managers in the day-to-day work servicing clients and handling administrative tasks

Support the Relationship Managers in all KYC-related matters

Prepare client meetings (documents required for the meeting) and manage client instructions in the absence of the Relationship Managers

Attend incoming calls and ensure that always a prompt action is taken

Prepare, update and follow up on account opening and closing documentation

Actively ensure that operational account management is undertaken professionally, with all tasks/system alerts cleared directly where possible or via Relationship Manager if investment-related advice is needed

Ensure efficient and prompt handling of orders, trades, transactions, payments etc.

Monitor the maturity list for deposits, loans, trades; take action where instruction is standard, seek instructions (from Relationship Manager or client) if necessary and required

Maintain and update records of client instructions, client details and preferences

Provide clients and Relationship Manager with information and data in verbal and/or written form as needed/requested

Plan and assist the Relationship Managers in their travel arrangements (chase up missing documents, prepare documents)

Liaise with other departments, Treasury, Trading, Operations, Investment Services, Compliance, Front Risk Management, IT, etc.

Ensure adherence to compliance, legal guidelines, internal rules, regulations & policies etc.

Gradual increase of knowledge of client structures and ownership on the respectively related tasks

Deputization of other assistances in the team

YOUR PROFILE

Bank apprenticeship or equivalent education (Banking background)

2 - 4 years of working experience in a similar position in the banking industry

High interest into the Nordic countries

Able to work independently, well organized, swift and accurate even when under pressure

Friendly, open personality, well-presented and professional appearance, coupled with ability to work in a team

Service oriented, discreet and responsible

A proactive approach and willingness to take ownership

Fluent English language skills (oral and written), Swedish / Norwegian / Danish is a big advantage; German not mandatory but much appreciated

#LI-DNI

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Categories:

Bank / Economy, Customer Service / Front Office