Assistant Relationship Manager

Tasks

As an Assistant Relationship Manager, you will support the Relationship Managers and play a direct role in creating a seamless, premium experience for our private banking clients. Your responsibilities include:

• Trade execution, operational processing, client inquiries, payments, team assignments, and daily coordination with internal and external stakeholders
• Client administration and management, including supporting the RM and the team in client interactions
• Generation of system-based reports for the RM and management of client information and preferences
• Processing of orders, trades, transactions, payments, and client inquiries
• Supporting local teams with cash services and client reception on-site
• Monitoring the maturity schedule for deposits, loans, and trades, and taking necessary actions

Business Management

• Organization and follow-up of client meetings, including logistics and document preparation
• Supporting the RM in investigations and problem-solving, and fostering close internal collaboration between teams and units

Requirements

• Excellent organizational skills to work quickly, independently, and accurately
• Proactive, friendly, and solution-oriented personality
• Excellent presentation and communication skills
• Strong integrity, ethics, and risk awareness, combined with a solid client-focused mindset
• Basic knowledge of financial markets: structure, function, and legal/regulatory environment, as well as industry knowledge
• Strong proficiency in English and French (written and spoken) and other languages as required by the market
• Excellent MS Office skills

We offer

• The unique advantage of being part of a purely Swiss wealth management firm with a leading market position
• Excellent opportunities for professional development, continuous learning, and career advancement
• Membership in a successful, established, and supportive local team that is deeply integrated into the broader Julius Baer network
• Exposure to a diverse, international clientele and cross-border collaboration