Assistant Relationship Manager Intermediaries 100% (f/m/d) — Julius Baer
- Località
- Zurich
- Contratto
- other
- Pubblicato
- —
Panoramica
At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth.
Let’s shape the future of wealth management together.
The Assistant supports the Team and the Relationship Managers (RMs) with all Intermediaries & FO and end-client requests on trading and operational aspects - with the objective to ensure seamless operations and fast, competent and complete responses.
- At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth.
- Let’s shape the future of wealth management together.
- include order placement, handling of client requests, payment execution and placement of loans and deposits.
- Accuracy and timeliness are paramount, with effective handling of enquiries and data provision, plus escalation to senior colleagues where necessary.
- Foundational knowledge of financial markets: structure, function and legal/regulatory environment as well as industry awareness
- Proven experience engaging with financial intermediaries, such as multi-family offices and/or wealth managers, ideally within a private banking or asset management environment
Responsabilità principali
- include order placement, handling of client requests, payment execution and placement of loans and deposits.
- Accuracy and timeliness are paramount, with effective handling of enquiries and data provision, plus escalation to senior colleagues where necessary.
- The RM relies on the Assistant to help promote and service the e-channels dedicated to the Intermediaries & FO and to process the related requests and enquiries.
- The Assistant is involved in the ongoing information exchange with RMs, plus both internal and external stakeholders in course of business with the clients.
- As such, they are a role model for professional, competent and high-quality client care and the foundation of our successful Front teams. YOUR CHALLENGE
- 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. Creates system-based reports for the RM
- Provides clients with verbal and/or written information and data, giving neither advice nor any statement of opinion as value judgement
- Processes orders, trades, transactions, payments placement (outside e-channels) and handles and executes clients’ requests
Requisiti principali
- Foundational knowledge of financial markets: structure, function and legal/regulatory environment as well as industry awareness
- Proven experience engaging with financial intermediaries, such as multi-family offices and/or wealth managers, ideally within a private banking or asset management environment
- Profound understanding of relevant products and services applicable to EAM clients, plus valuation principles
- Excellent organisational skills, able to work swiftly, independently within the Assistant RM scope and accurately even when under pressure
- Proactive, friendly and solution- as well as customer-oriented attitude
- Strong team player with excellent communication skills
- Professional appearance, impactful and high personal integrity and risk awareness/ethical mindset Very good MS Office skills
- Strong fluency in English (oral and written) and other languages according to the market requirement
Processo di candidatura
- We are looking forward to receiving your full job application through our online application tool.
- Further interesting job opportunities can be found on our Career site.
- Is this not quite what you are looking for?
- Set up a job alert by creating a candidate account here.
Dettagli ulteriori
- Responsibilities include order placement, handling of client requests, payment execution and placement of loans and deposits.
- As such, they are a role model for professional, competent and high-quality client care and the foundation of our successful Front teams.
- Maintains and updates records of client instructions, details, and preferences. Creates system-based reports for the RM
- Professional appearance, impactful and high personal integrity and risk awareness/ethical mindset Very good MS Office skills
Note e contenuto originale
- YOUR CHALLENGE
- Maintains and updates records of client instructions, details, and preferences.
- Creates system-based reports for the RM
- YOUR PROFILE
- Professional appearance, impactful and high personal integrity and risk awareness/ethical mindset
- Very good MS Office skills
Domande frequenti su questo annuncio
Che stipendio offre Julius Baer per questa posizione?
Julius Baer indica CHF 101'500 - 154'000 lordi annui per questo ruolo a Zurich. Questo è lo stipendio pubblicato nell'annuncio originale (o, quando il datore non specifica una cifra, una stima realistica per ruolo e settore) — il calcolatore di questo sito lo converte nel netto reale una volta applicate imposta da frontaliere e contributi sociali.
È un ruolo a tempo pieno, e che tipo di contratto offre Julius Baer?
Questo annuncio è una posizione a tempo pieno. Il tipo di contratto mostrato qui arriva direttamente dall'annuncio originale del datore di lavoro; conferma sempre orario esatto, preavviso e durata del periodo di prova con Julius Baer durante il colloquio, perché questi dettagli possono variare anche all'interno della stessa categoria contrattuale.
Serve un permesso da frontaliere per un ruolo nel canton Zurigo?
I residenti UE/AELS nella zona di frontiera del paese confinante con il canton Zurigo possono richiedere il Permesso G; il datore di lavoro svizzero lo presenta all'ufficio della migrazione di quel canton dopo la firma del contratto. Regole sulla zona di frontiera e tempi di lavorazione variano per paese confinante e canton — verifica i dettagli con l'ufficio della migrazione del canton Zurigo o con HR durante il colloquio.
Come mi candido a questa posizione presso Julius Baer?
Usa il pulsante "Candidati ora" in questa pagina — rimanda direttamente all'annuncio originale di Julius Baer su juliusbaer.wd3.myworkdayjobs.com, quindi la tua candidatura arriva direttamente nel sistema di gestione candidature del datore di lavoro. Frontaliere Ticino non raccoglie né inoltra candidature in proprio.
