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.

IHRE AUFGABEN

• Support relationship managers and team head of client interaction and all related tasks and corresponding administration & documentation

• Customize client requests

• Compile presentations, support in drafting client solutions and in marketing activities if needed (client reception, meetings, events)

• Ensure coverage in case of own absences

• Regularly collect and exchange relevant information necessary for the job

• Organize himself/herself in an efficient and compliant manner and ensure timely and appropriate information of the superior

• Conduct reviews, plan ahead and document his/her work at all times

• Support relationship managers and the team head in implementation of their initiatives

• Provide professional input proposals for improvements based on experience, incident occurrence or observation

• Risk management & controls

• Ensure timely clearance of pending items and escalated deficiencies

• Ensure correct, meaningful and understandable documentation of client interaction/client orders in the corresponding tools

YOUR PROFILE

• Excellent situational adaptability

• Friendly, trustworthy and discreet personality with high level of risk awareness

• Highly service oriented and passionate about client servicing

• Systematic, precise and diligent working style and the ability to perform under pressure

• Team oriented personality (team player)

• Sound affinity with Global Custody client segments and familiar with the legal and regulatory environment as well as cultural awareness

• Good understanding of asset servicing

• Basic knowledge of global financial markets and current developments in the industry

• Proven track record in servicing banking clients with complex needs

• Relevant educational and professional background (bank apprenticeship or equivalent, work experience in the financial industry)

• Good language skills - C2 German is a must, very good knowledge of English, knowledge of French would be an advantage

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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