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 CHALLENGE

Supports RMs/TH in client interaction and all related tasks (systems, processes, files, documents etc.) 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.)

Regularly collects and exchanges relevant information necessary for the job

Carries 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 ARMs

YOUR PROFILE

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-oriented person

Strong organisational skills

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📌 Assistant Relationship Manager 100% (f/m/d) (Madrid)
🏢 Julius Baer
📍 Madrid