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. As an Assistant Relationship Manager (ARM) Intermediaries you will be responsible of supporting one or more Relationship Manager(s) (RM)/ Group Head(s) (GH) in daily operations, administration, client care and relationship management. The ARM interacts with internal as well as external stakeholders, provides clients with relevant information and supports the RM in implementing customized solutions.YOUR CHALLENGESupports RMs/TH in client interaction and all related tasks (systems, processes, files, documents etc.) with high-quality, precision and timely responsivenessCustomizes client requests (reporting, statistics, mailings etc.)Manages the RM/TH’s calendar, prepares client meetings, organizes business trips, completes the post processing of client calls,



client meetings or business trips for RMs/THCompiles presentations and supports marketing activities if needed (client reception, meetings, business trips, events etc.)Regularly collects and exchanges relevant information necessary for the jobCarries out with precision and within the required deadlines all transactions related to the operational activities generated by the Intermediaries and their end-clients, e.g. investment instructions, payments, loan requests, special conditions, account openings, etc.Responsible for the trouble-shooting activity within the Team together with the other ARMsYOUR PROFILESound affinity with the geographic market(s) covered, i.e. familiar with the legal and regulatory environment as well as cultural awarenessGood understanding of relevant products and services in Wealth - Management with focus on the Intermediaries marketBasic knowledge of integral financial markets and current developments in the industryExcellent situational adaptability (able to work

📌 Assistant Relationship Manager 100% (Madrid)
🏢 Bank Julius Bär Ltd.
📍 Madrid