Assistant Relationship Manager

Tasks

• Supporting the RM/CSU in issuing work orders and completing related tasks (systems, documents, processes, files)
• Assistance with high-quality, timely processing and oversight (reporting, monitoring, etc.)
• Familiarize customers with banking operations (banking, investments, credit, wealth management, and tax matters)
• Support the RM in cross-selling and fostering existing relationships with other units (e.g., Private Banking and transaction units), as well as in cross-selling Julius Baer products
• Role in monitoring documentation, order records, and the maintenance and development of knowledge about clients (preferably in banking, reporting, and taxation)
• Ensuring Data Compliance and AML (Anti-Money Laundering)
• Reporting on customer-, product-, and maintenance-related information required for risk management
• Confirmation Regarding Risks, Markets, and Relevant Market Information (e.g., interest rates, exchange rates, yields)
• Ensure product presentation by the RM/CSU to meet customer needs in line with team strategies and customer requirements
• Providing professional initial recommendations for improvements based on management, business, or effectiveness
• Ensuring that mandatory compliance training is conducted on MACRO
• Active support in monitoring (upon request) and implementing effective measures, e.g., regarding customers, documents, and procedures
• Ability to build an engaged team dedicated to achieving shared customer success
• Experience serving as an intermediary and maintaining relationships with corporate clients and other relationship managers by providing them with up-to-date information in accordance with the client's instructions
• Collaborate with private clients and the client, ensuring regular updates on corporate communications
• Assisting clients and end customers with the purchase of Julius Baer products
• Ensuring cross-selling initiatives and timely communication with the relevant authorities
• Ensuring a continuous understanding of jurisdictional and tax law
• Ensuring AML monitoring and planning all documentation related to client mandates and client orders in the appropriate tool (e.g., DNA, CRM)

Requirements

• Natural team player
• Ability to work in a team with members from diverse backgrounds (law, management, finance, etc.) and deliver results
• An early, solution-oriented, and flexible approach to problem-solving in process improvement
• Thorough service, customer-focused and professional demeanor
• Early ability to identify opportunities and understand customer processes
• A superior, precise, and conscientious work style, as well as the ability to work under pressure
• Personal integrity and ethical behavior
• An aptitude for understanding financial products and services in private banking
• Basic knowledge of global financial markets and market trends
• Basic proficiency in the languages spoken at the location
• Representative under MAS BDA and/or FAA