Assistant Relationship Manager Intermediaries

Job description: Assistant Relationship Manager Intermediaries

Your challenge

• Ensures that accurate and high quality client relationship documentation formalities are maintained to the highest standard, including client identification documentation (CDB), account opening forms and other relevant legal forms
• Proactively acquire new customers, build your own customer base and retain existing customers in close cooperation with other team members
• Proactively request support, feedback and guidance from other relationship managers on the team in developing and maintaining successful client relationships
• Respond to all customer inquiries promptly and with the highest quality
• Provide appropriate advice in collaboration with specialists (as required) and in accordance with internal policies and guidelines, while complying with external rules and regulations
• Deepen customer relationships and continuously optimize the potential for customer sales by acquiring additional market share / cross-selling
• Adapt the frequency and intensity of communication to customer preferences
• Ensure the highest level of data security (CID / data protection) through access management
• Maintain accurate client relationship documentation formalities to the highest standard, including client identification documentation (CDB), account opening forms and other relevant legal forms
• Collect customer feedback on products and services with the relevant specialists within the bank to ensure continuous improvement and adaptation to market trends
• Monitor and mitigate potential risks, serve as the first line of defense for the bank and its clients
• Contribute to strategic initiatives (e.g. to optimize key processes or support new product initiatives)
• Actively participate in the Associate Relationship Manager development program and engage in the Associate RM community to share experiences

Your profile

Personal and social skills

• Very good interpersonal skills, open and approachable, good networker
• Good listener with a genuine interest in people
• Excellent adaptability to different situations to engage with clients and colleagues from different backgrounds

Professional skills

• Knowledge of global financial markets, interest in market developments and industry trends
• Basic cultural knowledge of the geographical markets to be covered
• Understanding of the legal and regulatory environment of the respective markets and jurisdictions
• Good understanding of the relevant products, services and tools in Intermediaries & Family Offices
• Ability to match customer requirements with suitable product solutions

Education and experience

• University degree (e.g. Master's degree from a university, MBA, CFA) or other educational requirements in combination with relevant professional experience
• Proven professional experience of 0-5 years (preferably in the financial industry) or completion of the Julius Baer Front Graduate Program
• Fluent in English (spoken and written), additional language skills depending on market requirements are an advantage