Assistant Relationship Manager

About the role

Julius Baer is hiring an Assistant Relationship Manager (ARM) who supports one or more Relationship Managers (RM) and Group Heads (GH) in daily operations, administration and client management. The ARM interacts with internal and external stakeholders, provides clients with relevant information and supports the RM in implementing customised solutions, while also acting as a role model for service quality and channeling client feedback to the bank.

Key responsibilities

• Client administration: support RMs/GH in client interactions, systems, processes, files and documents; customise client requests such as reports, statistics and mailings; manage calendars, prepare meetings, organise business trips and handle post-processing of calls and meetings; ensure coverage during own absences.
• Business management: collect and exchange relevant information, conduct reviews and document work, support project implementation, propose improvements and manage expense claims for RMs/GH.
• Risk and controls: help manage client documentation risks, raise concerns and escalate issues, ensure adherence to local regulations and internal policies, clear pending items and escalate deficiencies, and ensure ethical and compliant behaviour.
• Documentation: record client interactions and orders correctly and meaningfully in tools such as CRM and DiAS.
• Regulatory responsibilities: act with honesty, integrity, due care, fair dealing and conflict-of-interest management, and comply with applicable laws and regulations.

Required profile

• Natural team player able to relate to colleagues from diverse backgrounds.
• Open, approachable and genuinely interested in people and in improving processes.
• Competent, professional communication and highly service-oriented attitude.
• Systematic, precise and diligent, able to work under pressure, with personal integrity.
• Appropriate understanding of Private Banking products and services, basic knowledge of global financial markets, and familiarity with the local legal and regulatory environment.
• Representative under MAS SFA and/or FAA.

Applications are submitted through the online application tool on the company's career site.