Assistant Relationship Manager

  • Post Date: January 16, 2021
  • Applications 0
  • Views 454
Job Overview
Job content
The Assistant Relationship Manager (ARM) Private Banking supports one or more Relationship Manager(s) (RM)/ Team Head(s) (TH) 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. Furthermore, the ARM acts as role model in bringing the best service quality to the RMs/TH in a fast, professional and friendly manner, always living the Julius Baer values (Care, Passion and Excellence) and thus helping the team to manage and grow its current client base. He/she channels client feedback to the relevant individuals/departments within the Bank to foster continuous improvement and fast adaptation of processes. This position is the backbone of Client Relationship Management.


Client Administration & Management:

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, supports in drafting investment proposals and in marketing activities if needed (client reception, meetings, business trips, events etc.)

Ensures coverage in case of own absences

Business Management:

Regularly collects and exchanges relevant information necessary for the job

Organises himself/herself in an efficient and compliant manner and ensures timely and appropriate information of the superior

Conducts reviews, plans ahead and documents his/her work at all times

Supports RM/TH in implementation of projects and initiatives

Provides professional input proposals for improvements based on experience, incident occurrence or observation

Manages the expense claim process for RMs/TH

Risk Management & Controls:

Actively helps managing risk (support first line of defence), i.e. in client documentation, by raising concerns, following up on issues and by escalating when in doubt

Ensures adherence to local regulations and compliance with internal policies and standards (e.g. new account openings, payment instructions, reviewing client phone calls or signing off at own level of competence etc.) in collaboration with the respective RMs and TH

Ensures timely clearance of pending items and escalated deficiencies

Ensures appropriate ethical and compliant behaviour in his/her area of responsibility

Ensures correct, meaningful and understandable documentation of client interaction/client orders in the corresponding tool (e.g. CRM, DiAS)

Personal & Social Skills:

Team player

Excellent situational adaptability (able to work with RMs and clients from diverse backgrounds)

Friendly, trustworthy and discreet personality with high level of risk awareness

Highly service oriented and passionate about client servicing

Always communicates in a friendly, competent and professional manner

Open, approachable an 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

Professional Skills:

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 Private Banking

Basic knowledge of global financial markets and current developments in the industry

Education and Experience:

Relevant educational (bank apprenticeship or equivalent) and professional background 2 – 4 years (work experience in the financial industry)

Fluency in Russian, English and German (spoken and written)

Proven track record in servicing banking clients with complex needs (onboarding of new, maintaining and extending current relationships)

Job Detail
  • Offerd Salary120,000 CHF
  • Career LevelOthers
  • Experience4 Years
  • GenderBoth
  • INDUSTRYBanking
  • QualificationMaster’s Degree
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