Assistant Relationship Manager - Basel 60 - 80% (f/m/d)

Bank Julius Bär & Co. AG

Key information

Publication date:20 June 2025
Workload:60 – 80%
Place of work:Basel
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Job summary

Join Julius Baer as an Assistant Relationship Manager and thrive! Enjoy a dynamic work environment with growth opportunities and excellent benefits.

Tasks

Support Relationship Managers in client care and daily operations.
Assist in KYC matters, meeting prep, and managing client instructions.
Ensure efficient handling of transactions, orders, and account management.

Skills

Bank apprenticeship or equivalent, plus 1-3 years in banking.
Fluency in German and English, both spoken and written.
Strong organizational skills and a customer-oriented approach.

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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 in Basle supports one or more Relationship Manager(s) (RM) 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 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 and members of the team 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.

YOUR PROFILE

Bank apprenticeship or equivalent education (Banking background)

1 - 3 years of working experience in a similar position in the banking industry

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

Fluency in German and English (oral and written is a must)

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Categories:

Bank / Economy, Customer Service / Front Office