Assistant Relationship Manager - Product Specialist

Tasks

• Focus on advising premium clients with assets under management of less than or close to CHF 25 million.
• Collaboration with our internal service selection team
• Supporting customers with account openings and problem-solving
• Performing tasks within the assigned team and generating interest among customers and prospects in the products and services offered by the Advice Relationship Managers
• Supporting ARMs in building trust with customers through warm relationships, active listening, and advising
• Identifying new business opportunities and preparing detailed proposals
• Develop a deep understanding of customer needs and the company's products to provide tailored solutions
• Analysis of current business relationships with regard to customer needs
• Active and proactive contact with customers
• Preparing business cases, presentations, and reports
• Processing and Analysis of Market Information
• Collaboration with interdisciplinary project teams
• Supporting relationship managers in managing the needs of private banking clients through tailored, innovative solutions
• Regular communication with various departments within Julius Baer, both locally and globally

Requirements

• Enjoyment of Working as a Team
• Adaptable and open-minded
• Ability to work independently and thrive in fast-paced, dynamic environments
• Open, outgoing, personable, and an effective team player when it comes to working with people and improving performance
• Interpersonal skills that enable effective collaboration in a team setting
• A high level of dedication and passion for customer service

We offer

• Attractive, modern office environment
• An international, professional team with a strong focus on customer service
• Modern Internal Information System
• Training Programs for Professional and Personal Development
• Onboarding under the mentorship of a Senior Advice Relationship Manager