Assistant Relationship Manager 80 - 100% for Zurich Desk (f/m/d) — Julius Baer
CHF 101'500 - 154'000
Julius Baer · Zurich (ZH)
- Location
- Zurich
- Contract
- other
- Posted
- —
SalaryCHF 101'500 - 154'000
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 Relationship Manager (ARM) Private Banking supports one or more Relationship Manager(s) (RM)/ Team Head(s) (TH) in daily operations, administration, client care and relationship management.
- 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.
- Personal & Social Skills Team player
- Excellent situational adaptability (able to work with RMs and clients from diverse backgrounds)
Key requirements
- Personal & Social Skills Team player
- Excellent situational adaptability (able to work with RMs and clients from diverse backgrounds)
- Friendly, trustworthy and discreet personality with high level of risk awareness
- Highly service oriented and passionate about client servicing
- Always communicates in a friendly, competent and professional manner
- Open, approachable an displays genuine interest in people and in improving processes
- Systematic, precise and diligent working style and the ability to perform under pressure Personal integrity and ethical behaviour Professional Skills
- Sound affinity with the geographic market(s) covered, i.e. familiar with the legal and regulatory environment as well as cultural awareness
- Good understanding of relevant products and services in Private Banking
- Basic knowledge of global financial markets and current developments in the industry Education and Experience
- Relevant educational (bank apprenticeship or equivalent) and 3
- 5 years of professional experience in a similar role in the banking 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
- This position is the backbone of Client Relationship Management. Client Administration & Management
- Compiles presentations, supports in drafting investment proposals and in marketing activities if needed (client reception, meetings, business trips, events etc.) Ensures coverage in case of own absences Business Management
- Manages the expense claim process for RMs/TH Risk Management & Controls
- Ensures correct, meaningful and understandable documentation of client interaction/client orders in the corresponding tool (e.g. Personal & Social Skills
- Systematic, precise and diligent working style and the ability to perform under pressure Personal integrity and ethical behaviour Professional Skills
- Basic knowledge of global financial markets and current developments in the industry Education and Experience
Notes and original content
- This position is the backbone of Client Relationship Management.
- YOUR CHALLENGE
- Client Administration & Management
- Compiles presentations, supports in drafting investment proposals and in marketing activities if needed (client reception, meetings, business trips, events etc.)
- Ensures coverage in case of own absences
- Business Management
- Manages the expense claim process for RMs/TH
- Risk Management & Controls
- Ensures correct, meaningful and understandable documentation of client interaction/client orders in the corresponding tool (e.g.
- YOUR PROFILE
