Assistant Relationship Manager Private Banking - Nordics Zurich

Infos sur l'emploi

  • Date de publication :23 juin 2025
  • Taux d'activité :100%
  • Lieu de travail :Zurich
  • Estimation salariale de jobup.ch:Se connecter pour voir l’estimation de jobup.ch

Résumé de l'emploi

Chez Julius Baer, nous valorisons les qualités individuelles de chacun. Rejoignez notre équipe pour façonner l'avenir de la gestion de patrimoine.

Tâches

  • Assister les gestionnaires de relations dans leurs tâches quotidiennes.
  • Préparer les réunions clients et gérer les instructions en leur absence.
  • Veiller à la conformité et à l'amélioration continue des processus.

Compétences

  • Formation bancaire ou expérience équivalente requise.
  • Organisé, capable de travailler sous pression et en équipe.
  • Compétences en communication en anglais et dans les langues nordiques.

Est-ce utile ?

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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Autres recherches d’emplois

manager du marché | responsable du services à la clientèle | manager du centre compétences | responsable du marketing | responsable du consulting | responsable du marketing de la vente | directeur du consulting | gestionnaire du commerce de détail | directeur du marketing | assistante du directeur marketing | directeur du service marketing | responsable du marketing et de la vente | assistant en pharmacie | responsable du service marketing | assistant du commerce de détail | manager du service après vente | directrice du service marketing | responsable du contrôle de la distribution | assistant du directeur | chef du consulting

Catégories:

Banque / Economie, Conseiller de clientèle / Front office

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