Assistant Relationship Manager Intermediaries 100% (f/m/d) — Julius Baer
- Location
- Lugano
- Contract
- other
- Posted
- —
Role overview
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.
- Personal & Social Skills
- Excellent organisational skills, able to work swiftly, independently within the Assistant RM scope and accurately even when under pressure
Main responsibilities
- 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 Client Adminstration & 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. 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
Key requirements
- Personal & Social Skills
- 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 and impactful
- High personal integrity and risk awareness/ethical mindset Professional
- Foundational knowledge of financial markets: structure, function and legal/regulatory environment as well as industry awareness
- Basic understanding of relevant products and services applicable to EAM clients, plus valuation principles
- Excellent language skills (verbal and written) in Italian and English. German is an asset Very good MS Office skills Education & Experience
- Relevant educational (bank apprenticeship or equivalent) and professional background (work experience in the financial industry)
Application process
- 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.
Additional 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. Client Adminstration & Management
- Maintains and updates records of client instructions, details, and preferences. Creates system-based reports for the RM
- Monitors the maturity list for deposits, loans, trades; takes action where instruction is standard, seeks instructions (from RM or client) if necessary and required Business Management
- Supports the RM in investigations and troubleshooting, maintaining close bank-internal cross-team/unit collaboration
- Strong team player with excellent communication skills Professional appearance and impactful
- High personal integrity and risk awareness/ethical mindset
- Excellent language skills (verbal and written) in Italian and English. German is an asset Very good MS Office skills Education & Experience
Notes and original content
- 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
- Client Adminstration & Management
- Maintains and updates records of client instructions, details, and preferences.
- Creates system-based reports for the RM
- Monitors the maturity list for deposits, loans, trades; takes action where instruction is standard, seeks instructions (from RM or client) if necessary and required
- Business Management
- Risk Management
- YOUR PROFILE
- Strong team player with excellent communication skills
Questions about this listing
What salary does Julius Baer offer for this role?
Julius Baer lists CHF 68'000 - 103'000 gross per year for this position in Lugano. This is the salary published in the original listing (or, when the employer omits a figure, a realistic estimate for the role and sector) — the calculator on this site converts it to your actual net take-home once cross-border tax and social contributions are applied.
Is this a full-time role, and what type of contract does Julius Baer offer?
This listing is a full-time position. The contract type shown here comes directly from the employer's original posting; always confirm exact hours, notice period and probation length with Julius Baer during the application process, since these details can vary by role even within the same contract category.
Do I need the G permit to apply for this role in Ticino as an Italian cross-border worker?
Yes, if you are resident in Italy within the 20 km border zone. The Swiss employer files the G-permit application at the Ticino cantonal migration office after the contract is signed — first issuance takes 2-6 weeks, then automatic yearly renewal for as long as the employment continues. Weekly return to your Italian home is required to keep the status.
How do I apply for this position at Julius Baer?
Use the "Apply now" button on this page — it links directly to Julius Baer's original listing at juliusbaer.wd3.myworkdayjobs.com, so your application goes straight to the employer's own applicant-tracking system. Frontaliere Ticino does not collect or forward applications itself.
