Description du poste

Rejoignez Julius Baer, acteur majeur de la gestion de patrimoine. Une culture d’entreprise valorisant l’impact et l’entrepreneuriat vous attend.TâchesAssister les Relationship Managers dans les opérations quotidiennes.Préparer les réunions clients et gérer les instructions clients.Assurer une gestion opérationnelle efficace des comptes.CompétencesFormation bancaire ou expérience équivalente requise.Capacité à travailler de manière autonome et organisée.Maîtrise de l’allemand et de l’anglais indispensable.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 for our Market Switzerland / Team Zurich 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 AUFGABENAssist Relationship Managers and members of the team in the day-to-day work servicing clients and handling administrative tasksSupport the Relationship Managers in all KYC-related mattersPrepare client meetings (documents required for the meeting) and manage client instructions in the absence of the Relationship ManagersAttend incoming calls and ensure that always a prompt action is takenPrepare, update and follow up on account opening and closing documentationActively 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 neededEnsure 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 requiredMaintain and update records of client instructions, client details and preferencesProvide clients and Relationship Manager with information and data in verbal and/or written form as needed/requestedPlan 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 PROFILEBank apprenticeship or equivalent education (Banking background)1 – 3 years of working experience in a similar position in the banking industryAble to work independently, well organized, swift and accurate even when under pressureFriendly, open personality, well-presented and professional appearance, coupled with ability to work in a teamService oriented, discreet and responsibleFluency in German and English is a must(oral and written)We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on ourCareer site.Is this not quite what you are looking for? Set up ajob alertby creating a candidate accounthere. Lire la suite