Assistant Relationship Manager

Role Overview

Assistant Relationship Manager at Julius Baer. The ARM supports one or more Relationship Managers or Group Heads in daily operations, administration and client management.

Role Purpose

The ARM enables Relationship Managers and Group Heads to manage, develop and grow their client base by handling client administration, supporting business operations, and ensuring risk management and compliance. The role interacts with internal and external stakeholders to provide clients with relevant information and implement customized solutions while maintaining high service quality and fostering continuous improvement.

Key Responsibilities

Client Administration & Management

• Support Relationship Managers and Group Heads in all client interaction tasks including systems, processes, files and documents with high quality, precision and timely responsiveness.
• Customize client requests for reporting, statistics, mailings and related deliverables.
• Manage the Relationship Manager or Group Head calendar, prepare client meetings, organize business trips and complete post-processing of client calls, meetings and business trips.
• Compile presentations, support drafting of investment proposals and assist with marketing activities including client receptions, meetings, business trips and events.
• Ensure coverage during own absences.
• Channel client feedback to relevant individuals and departments within the Bank to foster continuous improvement and fast adaptation of processes.

Business Management

• Regularly collect and exchange relevant information necessary for the job.
• Conduct reviews, plan and document work activities.
• Support Relationship Managers and Group Heads in implementation of projects and initiatives in close alignment with the Group Business Manager.
• Provide professional input proposals for improvements based on experience, incident occurrence or observation.
• Manage the expense claim process for Relationship Managers and Group Heads.

Risk Management & Controls

• Actively help manage risk and support first line of defense through client documentation, raising concerns, following up on issues and escalating when in doubt.
• Ensure adherence to local regulations and compliance with internal policies and standards including new account openings, payment instructions, reviewing client phone calls and signing off at own level of competence, in collaboration with respective Relationship Managers, Group Heads and Group Business Manager.
• Ensure timely clearance of pending items and escalated deficiencies.
• Ensure appropriate ethical and compliant behavior in area of responsibility.
• Ensure correct, meaningful and understandable documentation of client interaction and client orders in corresponding tools such as CRM and DiAS.

Qualifications & Experience

• Relevant educational background such as bank apprenticeship or equivalent.
• Work experience in the financial industry.
• Good language skills in verbal and written form according to specific market requirements.
• Proven track record in servicing banking clients with complex needs including onboarding of new clients, maintaining and extending current relationships.

Skills & Competencies

• Natural team player with ability to relate to colleagues from diverse backgrounds.
• Open, approachable and displays genuine interest in people and in improving processes.
• Communicates in a competent and professional manner.
• Highly service oriented and passionate about client servicing.
• Systematic, precise and diligent working style with ability to perform under pressure.
• Personal integrity and ethical behavior.
• Appropriate understanding of relevant products and services in Private Banking.
• Basic knowledge of global financial markets and current developments in the industry.
• Sound affinity with the geographic market(s) covered, including familiarity with the legal and regulatory environment as well as cultural awareness.