Assistent Relationship Manager Intermediaries 100% (f/m/d) — Julius Baer
- Ort
- Zurich
- Vertrag
- other
- Veröffentlicht
- —
Rollenüberblick
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
Hauptaufgaben
- 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
Wichtige Anforderungen
- 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
Bewerbungsprozess
- 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.
Weitere Details
- 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
Notizen und Originalinhalt
- 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
Fragen zu dieser Stellenanzeige
Welches Gehalt bietet Julius Baer für diese Stelle?
Julius Baer gibt CHF 101'500 - 154'000 brutto pro Jahr für diese Position in Zurich an. Dies ist das im Original-Inserat veröffentlichte Gehalt (oder, falls der Arbeitgeber keinen Betrag nennt, eine realistische Schätzung für Rolle und Branche) — der Rechner auf dieser Seite berechnet daraus Ihr tatsächliches Netto nach Grenzgänger-Steuer und Sozialabgaben.
Ist das eine Vollzeitstelle, und welchen Vertragstyp bietet Julius Baer?
Diese Stelle ist eine Vollzeit-Position. Der hier angezeigte Vertragstyp stammt direkt aus dem Original-Inserat des Arbeitgebers; klären Sie genaue Arbeitszeiten, Kündigungsfrist und Probezeit während des Bewerbungsprozesses mit Julius Baer, da diese Details auch innerhalb derselben Vertragskategorie variieren können.
Brauche ich eine Grenzgänger-Bewilligung für eine Stelle im Kanton Zürich?
EU/EFTA-Bürger mit Wohnsitz in der Grenzzone des an den Kanton Zürich angrenzenden Landes können eine G-Bewilligung beantragen; der Schweizer Arbeitgeber reicht sie nach Vertragsunterzeichnung beim Migrationsamt dieses Kantons ein. Grenzzonen-Regeln und Bearbeitungszeiten variieren je nach Nachbarland und Kanton — klären Sie die Details mit dem Migrationsamt des Kantons Zürich oder mit HR während der Bewerbung.
Wie bewerbe ich mich für diese Stelle bei Julius Baer?
Nutzen Sie die Schaltfläche "Jetzt bewerben" auf dieser Seite — sie führt direkt zum Original-Inserat von Julius Baer unter juliusbaer.wd3.myworkdayjobs.com, sodass Ihre Bewerbung direkt im Bewerbermanagementsystem des Arbeitgebers landet. Frontaliere Ticino sammelt oder leitet keine Bewerbungen selbst weiter.
