Relationship Manager Assistant - Russia, Central & Eastern Europe
Julius Baer Group Ltd
Geneva, Switzerland
vor 10 Tg.

Julius Baer is the leading Swiss private banking group with a focus on servicing and advising sophisticated private clients and a premium brand in global wealth management.

That is why a comprehensive range of services and first-class service quality are essential as are the committed teams that provide them.

YOUR CHALLENGE

  • Ensure the full support of the Team Head logistics, clients contacts and follow-up together with the coordination and occasional back up of 3 other relationship managers of the local team
  • Deal with the computing, administrative and legal aspects of opening and closing client accounts
  • Manage client accounts and transactions (stock market purchases / sales, transfers, check endorsements, cash control, fiduciary deposit renewals, etc.)
  • Monitor client account balances and account transactions
  • Prepare client meetings (documents required for the meeting) and meet the clients when the relationship manager is absent
  • Organize and prepare the team meetings
  • Plan and assist the relationship managers in their travel arrangements (prepare lists of clients to be visited, arrange appointments, chase up missing documents, prepare documents)
  • Deal with incoming (post, faxes and e-mails) and outgoing (letters, investment recommendations, etc.) correspondence
  • Attend daily / weekly meetings with financial analysts and specialist managers
  • Handle various administrative tasks
  • Ensure strict application of internal and external compliance regulations
  • REQUIREMENTS

    Min. 5-year experience in a similar position

  • Bilingual French / English (written and spoken), Russian an asset
  • Excellent knowledge of financial products and markets
  • Good general knowledge (economics, legal, geopolitics, etc.)
  • Excellent communication and interpersonal skills
  • Customer-centric mindset
  • Aptitude to work under pressure and to meet tight deadlines
  • Ability to process and apply new skills / concepts quickly
  • Aptitude to work in a team as well as autonomously
  • Priority management, organizational skills, efficiency and polyvalence
  • Sense of responsibilities, dynamism, proactivity and flexibility
  • Excellent IT skills (software tools used by the Bank, MS Office, typing)
  • Contact : Annie Faye Humair

    Human Resources

  • 41 (0) 58 885 3076
  • We are looking forward to receiving your full job application through our online application tool. You can find further interesting job opportunities from the Home Page or under Similar Jobs section.

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