Assistant Relationship Manager 80 - 100% for Zurich Desk (f/m/d)

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.

YOUR CHALLENGE

C l i e n t A d m i n i s t r a t io n & M a na g em e n t

• S u p p o r t s R M s / T H i n c l i e n t i n t e r a c t i o n a n d a l l r e l at e d ta s k s ( s y s t e m s , pr o c esses , f i l es , d o c u m e n t s e t c. ) w i t h h i g h - q u a l i t y, pr e c i s i o n a n d t i m e l y r es p o n s i ve n es s
• C u s t o m i z e s c l i e n t r e q u es t s ( r e p o r t i n g , s tat i s t i c s , m a i l i n g s e t c . )
• M a n a g e s t h e R M / T H ’ s c a l e n d a r , pr e p a r e s c l i e n t m ee t i n g s , o rg a n i z e s b u s i n es s t r i p s , c o m p l e t e s t h e p o s t pr o c ess i n g o f c l i e n t c a ll s , c l i e n t m ee t i n g s o r b u s i n es s t r i ps f o r R M s / T H
• C o m p i l e s pr ese n tat i o n s , s u p p o r t s i n d r a f t i n g i n ves t m e n t pr o p o s a l s a n d i n m a r k e t i n g a c t i v i t i e s i f n ee d e d ( c l i e n t r e c e p t i o n , m ee t i n g s , b u s i n es s t r i p s , eve n t s e t c . )
• E n s u r e s c o ve r a g e i n c a s e o f o w n a b s e n c e s

B us i n e s s M a na g em e n t

• R e g u l a r l y c o ll e c t s a n d e x c h a n g e s r e l ev a n t i nf o rm at i o n n e c ess a r y f o r t h e j o b
• O rg a n i se s h i m se l f / h e r se l f i n a n e ff i c i e n t a n d c o m p li a n t m a nn e r a n d e n s u r e s t i m e l y a n d a p p r o p r i at e i nf o rm at i o n o f t h e s u p e r i o r
• C o n d u c t s r ev i e w s , p l a n s a h e a d a n d d o c u m e n t s h i s / h e r w o r k a t a l l t i m e s
• S u p p o r t s R M / T H i n i m p l e m e n tat i o n o f pr o j e c t s a n d i n i t i at i ve s
• P r o v i d es pr o f ess i o n a l i n p u t pr o p o s a l s f o r i m pr o ve m e n t s b a se d o n e x p e r i e n c e , i n c i d e n t o cc u r r e n c e o r o b s e r v at i o n
• M a n a g e s t h e e x p e n s e c l a i m pr o c es s f o r R M s / T H

Ri s k M ana g e me n t & C o n t r o l s

• Actively helps managing risk (support first line of defence), i.e. in client documentation, by raising concerns, following up on issues and by escalating when in doubt
• E n s u r es a d h e r e n c e t o l o c a l r e g u l at i o n s a n d c o m p li a n c e w i t h i n t e r n a l p o l i c i e s a n d s ta n d a r d s ( e . g . n e w a cc o un t o p e n i n g s , p a y m e n t i n s t r u c t i o n s , r ev i e w i n g c l i e n t p h o n e c a ll s o r s i g n i n g o f f a t o w n l eve l o f c o m p e t e n c e e t c . ) i n c o ll a b o r at i o n w i t h t h e r es p e c t i v e R Ms a n d T H
• E n s u r es t i m e l y c l e a r a n c e o f p e n d i n g i t e m s a n d es c a l at e d d e f i c i e n c i e s
• E n s u r e s a p p r o pr i at e e t h i c a l a n d c o m p li a n t b e h a v i o u r i n h i s / h e r a r e a o f r es p o n s i b i l i t y
• E n s u r e s c o rr e c t , m e a n i n g fu l a n d un d e r s ta n d a b l e d o c u m e n tat i o n o f c l i e n t i n t e r a c t i o n / c l i e n t o r d e r s i n t h e c o rr es p o n d i n g t oo l ( e . g . C R M , Di A S )

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YOUR PROFILE

P e r s o n a l & S o c i a l S k i ll s

• T e a m p l a y e r
• E x c e ll e n t s i t u at i o n a l a d a p t a b i l i t y ( a b l e t o w o r k w i t h R Ms a n d c l i e n t s f r o m d i ve r s e b a ck gr o un d s )
• F r i e n d l y, t r u s t w o r t h y a n d d i s c r ee t p e r s o n a l i t y w i t h h i g h l eve l o f r i s k a w a r e n es s
• H i g h l y se r v i c e o r i e n t e d a n d p a ss i o n at e a b o u t c l i e n t se r v i c i n g
• A l w a ys c o mm un i c at e s i n a f r i e n d l y, c o m p e t en t a n d pr o f ess i o n a l m a nn e r
• O p e n , a p p r o a c h a b l e a n d i s p l a ys g e nu i n e i n t e r es t i n p e o p l e a n d i n i m pr o v i n g pr o c esse s
• S y s t e m at i c , pr e c i s e a n d d i l i g e n t w o r k i n g s t y l e a n d t h e a b i l i t y t o p e r f o r m un d e r pr ess u r e
• P e r s o n a l i n t e gr i t y a n d e t h i c a l b e h a v i o u r

P r o f e ss io na l S k i ll s

• S o un d a ff i n i t y w i t h t h e g e o gr a p h i c m a r k e t ( s ) c o ve r e d , i . e . f a m i l i a r w i t h t h e l e g a l a n d r e g u l at o r y e n v i r o n m e n t a s w e l l a s c u l t u r a l a w a r e n es s
• G oo d un d e r s ta n d i n g o f r e l ev a n t pr o d u c t s a n d se r v i c e s i n P r i v at e B a n k i n g
• B a s i c k n o w l e d g e o f g l o b a l f i n a n c i a l m a r k e t s a n d c u rr e n t d eve l o p m e n t s i n t h e i n d u s t r y

E du c a t io n an d E x p e r i e n c e

• R e l ev a n t e d u c at i o n a l ( b a n k a p p r e n t i c es h i p o r e q u i v a l e n t ) a n d 3 - 5 years of pr o f e s s i o n a l experience in a similar role in the banking industry
• Fluency in German and English ( ve r b a l a n d w r i tt e n )
• Pr o ve n t r a c k r e c o r d i n se r v i c i n g b a n k i n g c l i e n t s w i t h c o m p l e x n ee d s ( o n b o a r d i n g o f n e w , m a i n ta i n i n g a n d e x t e n d i n g c u rr e n t r e l at i o n s h i p s )

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