Assistant Relationship Manager

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.

Responsible for leading a team of Assistant Relationship Managers, Account Managers and/or employees in similar roles whose main responsibility lie in the support of Relationship Managers in their daily operations, administration, client care and relationship management. Act as a role model by delivering value for clients, developing teams and talent, and working collaboratively across the Bank.

Your Challenge

• Set clear goals and priorities and support team members actively in achieving them. Direct work and distribute workload when needed
• Support continuous development of team members, improves their skills and performance. Generate learning opportunities and provides regular feedback to the team members
• Support Relationship Managers in client interaction and all related tasks (systems, processes, files, documents etc.) with high-quality, precision and timely responsiveness
• Support Relationship Managers in implementation of projects and initiatives
• Channel client feedback to the relevant individuals/departments within the Bank to foster continuous improvement and fast adaptation of processes
• Actively help managing risk (support first line of defence), i.e. in client documentation, by raising concerns, following up on issues and by escalating when in doubt
• Ensure correct, meaningful and understandable documentation of client interaction/client orders in the corresponding tool
• Ensure adherence to local regulations and compliance with internal policies and standards

Your Profile

• Excellent leadership skills
• Decisive and result-oriented person
• Strong organisational skills
• Proven communication skills to deal with employees and stakeholders on different management levels
• Proven track record in servicing banking clients with complex needs
• Good language skills (verbal and written) according to specific market requirements
• Degree in Leadership or training in team leading is a plus

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.

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