Assistant Relationship Manager Intermediaries (m|f|x) Geneva

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to make an impact, 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 regarding trading and operational aspects—with the objective of ensuring seamless operations and fast, competent, and complete responses. Responsibilities include order placement, handling client requests, payment execution, and the placement of loans and deposits. Accuracy and timeliness are paramount, with effective handling of inquiries and data provision, plus escalation to senior colleagues where necessary. The RM relies on the Assistant to help promote and manage the e-channels dedicated to Intermediaries & FO and to process related requests and inquiries. The Assistant is involved in the ongoing exchange of information with RMs, as well as with both internal and external stakeholders in the course of business with clients. As such, they serve as a role model for professional, competent, and high-quality client care and form the foundation of our successful Front teams.

Tasks

Client Administration & Management

• Supports the RM and team in all aspects of client interaction
• Answers incoming calls and takes prompt action
• Maintains and updates records of client instructions, details, and preferences. Creates system-based reports for the RM
• Provides clients with verbal and/or written information and data, without offering advice or expressing any value judgments
• Processes orders, trades, transactions, and payment placements (outside e-channels) and handles and executes clients’ requests
• Helps promote the use and adoption of our dedicated Intermediaries & FO e-channels
• Monitors the maturity list for deposits, loans, and trades; takes action where instructions are standard, and seeks instructions (from the RM or client) if necessary and required

Business Management

• Organizes and follows up on client meetings, including logistics and document preparation
• Supports the RM in investigations and troubleshooting, maintaining close cross-team/unit collaboration within the bank

Risk Management

• Full adherence at all times to compliance, legal guidelines, internal rules, regulations, and policies
• Serves as the first line of risk defense by raising concerns, following up on issues, and escalating them as necessary

Profile / Your qualification / Your personality

Personal & Social Skills

• Excellent organizational skills, able to work quickly and independently within the scope of the Assistant RM role and accurately even under pressure
• Proactive, friendly, and solution- and customer-oriented attitude
• Strong team player with excellent communication skills
• Professional appearance and impactful
• High personal integrity and risk awareness/ethical mindset

Professional

• Foundational knowledge of financial markets: structure, function, and legal/regulatory environment, as well as industry awareness
• Basic understanding of relevant products and services applicable to EAM clients, plus valuation principles
• Strong fluency in English and Spanish (spoken and written)
• Very good MS Office skills

Education & Experience

• Excellent organizational skills, able to work quickly, independently within the scope of an Assistant Relationship Manager, and accurately even under pressure
• Proactive, friendly, and solution- and customer-oriented attitude
• Strong team player with excellent communication skills
• Professional appearance and impactful
• High personal integrity and risk awareness/ethical mindset

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Location

7 Rue Pierre-Fatio, 1204 Geneva