Assistant Relationship Manager (Full-Time) (m/f/d)

Your challenge

Your responsibilities include:

• Supporting Relationship Managers (RM) and Relationship Manager Assistants (RMA) in their daily work serving customers:
• Ensuring proactive, high-quality services and a timely response to customers and prospective clients in all related tasks,
• Participation in client meetings, phone calls, and business trips
• Active participation in outreach activities (market research, event organization, event attendance, contact management, etc.)
• Active participation in all training programs and local "learning trips" organized by the various relevant departments in Luxembourg
• Learning about Julius Baer's offerings and utilizing key Julius Baer research publications
• Proactive networking within the bank
• Ensuring compliance with legal requirements, internal rules, regulations, and guidelines, etc.

management

Your responsibilities include:

• Regularly gathering and sharing relevant information needed for the job
• Organizing work in an efficient and compliant manner and ensuring that the supervisor is informed in a timely and appropriate manner
• Conducting reviews, planning ahead, and documenting work at all times
• Support for RM/TH in the implementation of projects and initiatives
• Providing professional suggestions for improvements based on experience, incidents, or observations
• Administration of the expense accounting process for RMs/TH

Risk management & controls

Your responsibilities include:

• Active support for risk management (supporting the first line of defense), e.g., with customer documentation, by raising concerns, tracking issues, and escalating matters when uncertain
• Ensuring adherence to local regulations and compliance with internal policies and standards (e.g., opening new accounts, issuing payment instructions, reviewing customer calls, or signing off on matters within one’s own authority, etc.) in collaboration with the respective RMs and THs

Your profile

Personal and social skills:

• Team player
• Excellent situational adaptability (able to work with RMs and customers from different backgrounds)
• Friendly, trustworthy and discreet personality with high risk awareness
• Highly service-oriented and passionate about customer service
• Always communicates in a friendly, knowledgeable, and professional manner
• Open, approachable and shows genuine interest in people and improving processes
• Systematic, precise and careful way of working and the ability to work under pressure
• Personal integrity and ethical behavior
• Entrepreneurial mindset, combined with a willingness to take on responsibility
• German, Luxembourgish, and French. Fluent in English.
• Allow