Assistant Relationship Manager

AtJulius 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

KEY FEATURES OF THE POSITION

CLIENT ADMINISTRATION ANDMANAGEMENT

• Supports RMs/GH in client interaction and all related tasks (systems, processes, files, documents etc.) with high-quality, precision and timely responsiveness

• Customizes client requests (reporting, statistics, mailingsetc.)

• Manages the RM/GH’s calendar, prepares client meetings, organizes business trips, completesthe post processing of client calls, client meetings or business trips forRMs/GH

• Compiles presentations, supports in drafting investment proposals and in marketing activities if needed (client reception, meetings, business trips, events etc.)

• Ensures coverage in case of ownabsences

BUSINESSMANAGEMENT

• Regularly collects and exchanges relevant information necessary for thejob

• Conducts reviews, plans, and always documents his/herwork

• Supports RM/GH in implementation of projects and initiatives, in close alignment with the Team Business Manager

• Provides professional input proposals for improvements based on experience, incident occurrence orobservation

• Manages the expense claim process for RMs/GH

RISK MANAGEMENT ANDCONTROLS

• Actively helps managing risk (support first line of defense), i.e. in client documentation, by raising concerns, following up on issues and by escalating when in doubt

• Ensures adherence to local regulations and compliance with internal policies and standards (e.g. new account openings, payment instructions, reviewing client phone calls or signing off at own level of competence etc.) in collaboration with the respective RMs, GH and Team Business Manager

• Ensures timely clearance of pending items and escalateddeficiencies

• Ensures appropriate ethical and compliant behavior in his/her area ofresponsibility

• Ensures correct, meaningful and understandable documentation of client interaction/client orders in the corresponding tool (e.g. CRM, DiAS)

REGULATORY RESPONSIBILITIES

• Demonstration of appropriate values and behaviours including but not limited to standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulations

YOUR PROFILE

PERSONAL AND SOCIALSKILLS

• A natural teamplayer

• Ability to relate to colleagues from diversebackgrounds

• Open, approachable and displays genuine interest in people and in improvingprocesses

• Always communicates in a competent and professionalmanner

• Highly service oriented and passionate about clientservicing

• Systematic, precise and diligent working style and the ability to perform underpressure

• Personal integrity and ethical behavior

PROFESSIONAL AND TECHNICALSKILLS

• Appropriate understanding of relevant products and services in PrivateBanking

• Basic knowledge of global financial markets and current developments in theindustry

• Sound affinity with the geographic market(s) covered, i.e. familiar with the legal and regulatory environment as well as cultural awareness

REGULATORY

• Representative under MAS SFA and/or FAA

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