Assistant Relationship Manager Intermediaries 100% (f/m/d)

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. The Assistant supports the Team and the Relationship Managers (RMs) with all Intermediaries & FO and end-client requests on trading and operational aspects - with the objective to ensure seamless operations and fast, competent and complete responses. Responsibilities include order placement, handling of client requests, payment execution and placement of loans and deposits. Accuracy and timeliness are paramount, with effective handling of enquiries and data provision, plus escalation to senior colleagues where necessary. The RM relies on the Assistant to help promote and service the e-channels dedicated to the Intermediaries & FO and to process the related requests and enquiries. The Assistant is involved in the ongoing information exchange with RMs, plus both internal and external stakeholders in course of business with the clients. As such, they are a role model for professional, competent and high-quality client care and the foundation of our successful Front teams.YOUR CHALLENGESupports the RM and team in client interaction in all respectsAttends to incoming calls and takes prompt actionMaintains and updates records of client instructions, details, and preferences. Creates system-based reports for the RMProvides clients with verbal and/or written information and data, giving neither advice nor any statement of opinion as value judgementProcesses orders, trades, transactions, payments placement (outside e-channels) and handles and executes clients’ requestsHelps to promote the usage and adoption of our dedicated Intermediaries & FO e-channelsMonitors the maturity list for deposits, loans, trades; takes action where instruction is standard, seeks instructions (from RM or client) if necessary and requiredOrganises and follows up client meetings, including logistics and document preparationSupports the RM in investigations and troubleshooting, maintaining close bank-internal cross-team/unit collaborationFull adherence at all times to compliance, legal guidelines, internal rules, regulations and policiesIs a first line of risk defence, through raising concerns, following up on issues and escalating as necessaryYOUR PROFILEFoundational knowledge of financial markets: structure, function and legal/regulatory environment as well as industry awarenessProven experience engaging with financial intermediaries, such as multi-family offices and/or wealth managers, ideally within a private banking or asset management environmentProfound understanding of relevant products and services applicable to EAM clients, plus valuation principlesExcellent organisational skills, able to work swiftly, independently within the Assistant RM scope and accurately even when under pressureProactive, friendly and solution- as well a...