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.
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
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