Assistant Relationship Manager

Tasks

• Supports Relationship Managers (RMs) in client meetings and all related tasks (systems, processes, files, documents, etc.) by delivering high-quality work in accordance with client requirements.
• Coordinates the RM files and activities related to post-investment planning.
• Manages RM contacts, prepares for client meetings, organizes business trips, and handles the follow-up on new tasks and client complaints.
• Performs administrative tasks and assists with the development of investment strategies based on the requirements of asset management mandates, as well as with client-related activities, reporting, and administration.
• Prepares, collects, and shares relevant information updates for the RM.
• Reviews plans and prepares documents for the RM.
• Assists the RM in implementing projects and tasks in coordination with the Business Manager team.
• Provides professional projects and reviews to improve spending, incident management, and/or administrative processes.
• Does this experience qualify you for the RM position?
• Coordinates with the Julius Baer task force to ensure compliance with and fulfillment of the initial (Ie) risk management recommendations and services.
• Ensures compliance with the regulations and compliance requirements of the Group Risk Management Division, the relevant country, or post-investment activities.
• Ensures timely compliance and coordination with the local compliance, risk, and business manager.
• Oversees internal compliance and compliance-related activities.
• Ensures that risks are appropriately monitored and managed within the relevant department (e.g., IWM, Risk and Compliance).
• Demonstrates compliance-related activities to the relevant departments (Compliance, Risk Management).

Requirements

• Ability to communicate effectively with colleagues from diverse backgrounds.
• Developing opportunities and maintaining a proactive, positive attitude; being open to new ideas and to improving processes.
• Competent and professional communication.
• Fast and consistent proactive conflict resolution.
• Demonstrated decision-making and problem-solving skills, as well as the ability to work under pressure.
• Integrity and ethical conduct.
• Assessment of organizational and structural aspects and how they create value for customers.
• Strong analytical skills.
• Ability to understand market trends, products, services, and the competitive landscape.
• Financial and commercial objectives; financial modeling, business strategy, business cases.
• Ability to understand the political and regulatory environment, taxes, and related matters.
• Recognized business solutions in this field.