Experteer Overview
In this role you support Relationship Managers and Group Heads in daily operations, client care, and relationship management within the Intermediaries sector. You enable efficient client interactions, prepare materials, and handle transactional and administrative tasks with precision. You will work closely with internal and external stakeholders to implement tailored solutions and ensure timely delivery. This position offers exposure to wealth management nuances across diverse markets, with a focus on service quality, risk awareness, and process improvement.

Compensaciones / Beneficios
• Support RMs/GH in client interactions and all related tasks (systems, processes, files, documents) with precision and timeliness
• Customize client requests (reporting, statistics, mailings)
• Manage RM/TH calendars, prepare client meetings, organize business trips, post-process meetings/travel for RMs/TH
• Compile presentations and support marketing activities (client receptions, meetings, events)
• Regularly collect and exchange relevant information required for the role
• Process operational transactions for Intermediaries and end-clients (e.g., investment instructions, payments, loan requests,



account openings)
• Collaborate on trouble-shooting within the team to resolve issues

Responsabilidades
• Affinity with the geographic markets covered and familiarity with legal/regulatory environment
• Good understanding of Wealth Management products and services, especially for Intermediaries
• Basic knowledge of integral financial markets and current industry developments
• Excellent situational adaptability and ability to work with diverse clients and RMs
• Discretion and strong risk awareness in handling sensitive information
• High service orientation and client servicing passion
• Excellent communication skills and stakeholder engagement
• Open, approachable demeanor and interest in process improvement
• Systematic, precise, and diligent work style; ability to perform under pressure
• Personal integrity, ethical behavior, and teamwork
• Proficient English (verbal and written) and proven client servicing experience
• Decisive and results-oriented; strong organizational skills

Requisitos principales
•

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