FAQs
What is the primary role of the Assistant Relationship Manager Intermediaries at Julius Baer?
The primary role involves supporting the Relationship Managers and the team with all Intermediaries and end-client requests on trading and operational aspects to ensure seamless operations and timely responses.
What specific responsibilities does the Assistant have regarding client requests?
The Assistant is responsible for order placement, handling client requests, executing payments, and processing loans and deposits, while ensuring accuracy and timeliness.
What educational background is preferred for the Assistant Relationship Manager Intermediaries position?
A relevant educational background, such as a bank apprenticeship or equivalent, along with professional experience in the financial industry or within an EAM, is preferred.
How many years of experience are ideally required for the Assistant Relationship Manager Intermediaries role?
Ideally, the position requires 3+ years of work experience as an Assistant Relationship Manager or in a similar role.
What skills are essential for this position?
Foundational knowledge of financial markets, a basic understanding of relevant products and services, strong fluency in English, good MS Office skills, as well as excellent organizational, communication, and customer-oriented skills are essential.
Is prior knowledge of financial markets necessary for this role?
Yes, a foundational knowledge of financial markets, including the structure, function, and regulatory environment, is necessary for this role.
What qualities does Julius Baer look for in a candidate for this position?
Julius Baer seeks candidates with excellent organizational skills, a proactive and customer-oriented attitude, strong teamwork abilities, high personal integrity, and risk awareness.
How does the Assistant Relationship Manager contribute to business management within the team?
The Assistant supports the RM by organizing and following up on client meetings, including logistics and document preparation, as well as assisting in investigations and troubleshooting.
What compliance responsibilities does the Assistant have?
The Assistant must adhere to compliance and legal guidelines, internal rules, and regulations at all times and act as a first line of risk defense by raising concerns and escalating issues when necessary.
What is the expected communication style of the Assistant Relationship Manager?
The Assistant is expected to maintain a proactive, friendly, and solution-oriented communication style with both clients and internal teams.