Assistant Relationship Manager, Crans-Montana branch, 100%, 1 year contract (f/m/d)

27 February 2026
100%
Crans-Montana

Job summary

Join Julius Baer, a leader in wealth management, and thrive! Enjoy a dynamic work environment with opportunities for growth.

Tasks

Assist Relationship Managers with private client requests and trading.
Handle order placements, payments, and client inquiries efficiently.
Ensure compliance and manage client records accurately.

Skills

Strong organizational skills; fluency in English and French required.
Proactive team player with excellent communication abilities.
Solid understanding of financial markets and risk management.

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About the job

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 supports the Team and the Relationship Managers (RMs) with all private client’s requests, on trading and operational aspects, with the objective to ensure seamless operations and fast, competent and complete responses.

Responsibilities include order placement, handling of client requests, payment execution and placement of loans and deposits. Accuracy and timeliness are paramount, with effective handling of enquiries and data provision, plus escalation to senior colleagues where necessary.

The Assistant is involved in the ongoing information exchange with RMs, plus both internal and external stakeholders in course of business with the clients.

YOUR CHALLENGE

Client Administration & Management

Supports the RM and team in client interaction in all respects

Responds to incoming calls and takes prompt action

Maintains and updates records of client instructions, details, and preferences

Creates system-based reports for the RM

Provides clients with verbal and/or written information and data, giving neither advice nor any statement of opinion as value judgement

Processes orders, trades, transactions, payments placement and handles and executes clients’ requests

Supports the local teams with cash service and with the reception of the clients on site

Monitors the maturity list for deposits, loans, trades; acts where instruction is standard, seeks instructions (from RM or client) if necessary and required

Business Management

Organises and follows up client meetings, including logistics and document preparation

Supports the RM in investigations and troubleshooting, maintaining close bank-internal cross-team/unit collaboration

Risk Management

Full adherence at all times to compliance, legal guidelines, internal rules, regulations and policies

Acts as the first line of risk defence, through raising concerns, following up on issues and escalating as necessary

YOUR PROFILE

Excellent organisational skills, able to work swiftly, independently within the Assistant RM scope and accurately even when under pressure

Proactive, friendly, team player and solution-oriented

Impeccable presentation and communication skills

Strong integrity, ethics and risk awareness combined with solid client-focused mindset

Foundational knowledge of financial markets: structure, function and legal/regulatory environment as well as industry awareness

Strong fluency in English and French (oral and written) and other languages according to the market requirement

Very good MS Office skills

Excellent organisational skills, able to work swiftly, independently within the Assistant RM scope and accurately even when under pressure

We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site .

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