Assistant Relationship Manager

About Julius Baer and Role Overview

At Julius Baer, individuality and impact are highly valued, empowering employees to drive entrepreneurial initiatives and create lasting value beyond wealth. Join us in shaping the future of wealth management.

The Assistant Relationship Manager (ARM) provides essential support to one or multiple Relationship Managers (RM) or Group Heads (GH) by managing daily operations, client service, and administrative tasks. The ARM serves as a liaison between internal teams and clients, delivering relevant information and aiding the RM in tailoring client solutions. Acting as a role model, the ARM ensures top-quality, prompt, and courteous service, which helps expand and maintain the team's client portfolio. Additionally, the ARM channels client feedback to appropriate departments to promote ongoing enhancements and process agility within the Bank.

Key Responsibilities

• Assist RMs/GHs in client interactions, handling systems, procedures, documentation, and other related activities with accuracy and timely responses.
• Customize client requests such as reporting, statistics, and mailings.
• Manage calendars for RMs/GHs, prepare for client meetings, organize business travel, and complete administrative follow-up after client interactions or trips.
• Prepare presentations, support drafting investment proposals, and assist with marketing activities, including client receptions, meetings, events, and trips.
• Provide coverage during absences to maintain continuity.
• Continuously gather and exchange job-relevant information.
• Plan and document work thoroughly, conducting regular reviews.
• Support the implementation of projects and initiatives alongside the Team Business Manager.
• Contribute suggestions for process improvements based on experience and observations.
• Handle expense claims processing for RMs/GHs.
• Support risk management efforts by assisting in client documentation, addressing concerns, and escalating issues when necessary.
• Ensure compliance with local regulations and internal policies during client onboarding, payment instructions, phone call reviews, and approvals within competence levels.
• Promptly resolve outstanding issues and flagged deficiencies.
• Maintain ethical and compliant conduct within assigned responsibilities.
• Accurately document client interactions and orders in tools such as CRM and DiAS.
• Abide by regulatory responsibilities, demonstrating values of honesty, integrity, due diligence, fair dealing, conflict of interest management, continuous development, adequate risk controls, and adherence to applicable laws.

Candidate Profile

Personal and Social Attributes:

• Effective team collaborator.
• Capable of communicating verbally and in writing with clients in their native language, when applicable.
• Able to engage with colleagues from diverse cultural backgrounds.
• Open, approachable, and sincerely interested in people and process improvements.
• Consistently professional and competent communication style.
• Highly client-service oriented and passionate about delivering quality service.
• Organized, meticulous, and able to perform well under pressure.
• Upholds personal integrity and ethical standards.

Professional and Technical Competencies:

• Good understanding of Private Banking products and services.
• Basic knowledge of global financial markets and industry trends.
• Familiarity with the geographic markets served, including legal, regulatory, and cultural aspects.
• Regulatory qualification as a Representative under MAS SFA and/or FAA.