Assistant Relationship Manager Intermediaries 100% (f/m/d)

YOUR CHALLENGE

Client Administration & Management

• Supports the RM and team in client interaction in all respects
• Attends to incoming calls and takes prompt action
• Maintains and updates records of client instructions, details, and preferences; takes responsibility for timely reports for the RM
• Provides clients with verbal and/or written information and data, giving neither strategic advice nor opinion on any topics, trading, asset allocation nor product applications; handles and executes clients’ requests
• Processes orders, trades, transactions, payments placement (outside e-channels) and handles and resolves issues of all types
• Help to promote the usage and adoption of our dedicated Intermediaries & Family offices platforms in the business like “My Julius Baer”
• Monitors the maturity list for deposits, loans, trades; takes action when instructed by the RM, RMs’ clients or colleague supportees; seeks instructions (from RM or client) if necessary and required

Business Management

• Organises and follows up client meetings, including logistics and document preparation with internal & external consultants
• Supports the RM in investigations and troubleshooting, maintaining close business relationships with key partners like compliance, advisory, support & all other internal departments/collaboration partners, always assessing the assistant RM scope and authority

Risk Management

• Full adherence at all times to compliance, legal guidelines, internal rules, regulations and Company policies
• Is a first line of risk defence, through raising concerns, following up on issues and escalating as required, within Assistant RM scope and authority
• Takes initiative to review and challenge a decision or instruction internally if something seems to not be in line with the law, the standard, or policy

YOUR PROFILE

Personal & Social Skills

• Excellent organisational skills, able to work swiftly, independently within the Assistant role and accurately even when under pressure
• Strong team player with excellent communication skills
• Highly disciplined, proactive, friendly and solution- as well as customer-oriented attitude
• Proactive, solution-oriented attitude
• Very good MS Office skills

Education & Experience

• Relevant educational (bank apprenticeship or equivalent) and professional background/work experience in the financial industry
• Foundational knowledge of financial markets: structure, function and legal/regulatory environment as well as industry awareness of current market trends
• Basic understanding of relevant products and services applicable to EAM clients: client-specific principles and industry guidelines (client advisory and/or product applications) and the key processes with an end-to-end perspective: structuring, initiation, order placement, settlement, valuation, etc.
• Excellent language skills (verbal and written) in Italian and English, German is an asset and may be required