Assistant Relationship Manager Intermediaries
Julius Baer
Zurich
vor 1 Tg.

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.

YOUR CHALLENGE

  • Administrative support of the Relationship Manager(s)
  • Processing of EAM / EFA / end-client instructions / enquires incl. signature check & quality assurance
  • Execution of single & bulk orders, trades, payments, forex transactions, fiduciary deposits, structured products, derivatives, etc.
  • Documentation of email & telephone instructions and tracking of dossiers
  • Operational support to the RM(s) in EAM / EFA relationship maintenance and servicing
  • Trouble shooting and close bank-internal cross-teams / divisions collaboration
  • Relationship management & retention incl. processing various EAM / EFA requests and enquiries (Legal, Tax, Structures, Credits, etc.)
  • Opening & closing of EAM / EFA relationships and technical relationship maintenance
  • Opening & closing of end-client accounts
  • Ensuring timely clearance of pending items and escalated deficiencies
  • YOUR PROFILE

  • Several years experience as Assistant in the private banking industry or within an EAM
  • Excellent organizational skills and good capacity to cope with stress
  • Proactive, friendly and customer oriented attitude
  • Team player with refined communication skills
  • Fluency in German and English (oral and writing)
  • Good MS Office skills
  • Your Contact : Alexandra Hofer

    We are looking forward to receiving your full job application

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