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. with high-quality, precision and timely responsiveness Customizes 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/TH Compiles presentations and supports marketing activities if needed (client reception, meetings, business trips, events etc.) Sound affinity with the geographic market(s) covered, i.e.
familiar with the legal and regulatory environment as well as cultural awareness Good understanding of relevant products and services in Wealth - Management with focus on the Intermediaries market Basic knowledge of integral financial markets and current developments in the industry Excellent situational adaptability (able to work with RMs and clients from diverse backgrounds) Ability to handle sensitive situations reliably and discreetly, with high level of risk awareness Highly service oriented and passionate about client servicing Excellent communication skills Open, approachable and displays genuine interest in people and in improving processes Systematic, precise and diligent working style and the ability to perform under pressure Personal integrity and ethical behaviour Team player Great knowledge of English (verbal and written) Proven communication skills to deal with clients and internal/external stakeholders on different management levels Proven track record in servicing banking clients with complex needs Decisive and result-orie
📌 Assistant Relationship Manager 100% (España)
🏢 Bank Julius Bär Ltd.
📍 España
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