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 Intermediaries & FO and end-client 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 RM relies on the Assistant to help promote and service the e-channels dedicated to the Intermediaries & FO and to process the related requests and enquiries.The Assistant is involved in the ongoing information exchange with RMs, plus both internal and external stakeholders in course of business with the clients. As such, they are a role model for professional, competent and high-quality client care and the foundation of our successful Front teams.YOUR CHALLENGE
Client Adminstration & Management
Supports the RM and team in client interaction in all respects
Attends 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 (outside e-channels) and handles and executes clients’ requests
Helps to promote the usage and adoption of our dedicated Intermediaries & FO e-channels
Monitors the maturity list for deposits, loans, trades; takes action 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
Is a first line of risk defence, through raising concerns, following up on issues and escalating as necessary
- Excellent organisational skills, able to work swiftly, independently within the Assistant RM scope and accurately even when under pressure
- Proactive, friendly and solution- as well as customer-oriented attitude
- Strong team player with excellent communication skills
- Professional appearance and impactful
- High personal integrity and risk awareness/ethical mindset
Professional
- Foundational knowledge of financial markets: structure, function and legal/regulatory environment as well as industry awareness
- Basic understanding of relevant products and services applicable to EAM clients, plus valuation principles
- Excellent language skills (verbal and written) in Italian and English. German is an asset
- Very good MS Office skills
Education & Experience
- Relevant educational (bank apprenticeship or equivalent) and professional background (work experience in the financial industry)
- Excellent organisational skills, able to work swiftly, independently within the Assistant RM scope and accurately even when under pressure
- Proactive, friendly and solution- as well as customer-oriented attitude
- Strong team player with excellent communication skills
- Professional appearance and impactful
- High personal integrity and risk awareness/ethical mindset
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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Skills Required
- Relevant education, such as a bank apprenticeship or equivalent
- Professional experience in the financial industry
- Foundational knowledge of financial markets, including structure, function, legal and regulatory environment, and industry awareness
- Basic understanding of financial products and services applicable to external asset manager clients and valuation principles
- Excellent verbal and written Italian language skills
- Excellent verbal and written English language skills
- German language skills
- Very good MS Office skills
- Excellent organizational skills and ability to work accurately under pressure
- Strong communication and teamwork skills
- Customer-oriented, proactive, and solution-oriented attitude
- High personal integrity, risk awareness, and ethical mindset
What We Do
The Julius Baer Group is present in over 60 locations worldwide, including Zurich (Head Office), Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, São Paulo, Shanghai, Singapore, Tel Aviv, and Tokyo. Social media terms of use: https://www.juliusbaer.com/en/legal/social-media/
