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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. As an Assistant Relationship Manager (ARM) Intermediaries you will be responsible of supporting one or more Relationship Manager(s) (RM)/ Group Head(s) (GH) 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. YOUR CHALLENGE - 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 and supports marketing activities if needed (client reception, meetings, business trips, events etc.) - Regularly collects and exchanges relevant information necessary for the job - Carries out with precision and within the required deadlines all transactions related to the operational activities generated by the Intermediaries and their end-clients, e.g. investment instructions, payments, loan requests, special conditions, account openings, etc. - Responsible for the trouble-shooting activity within the Team together with the other ARMs YOUR PROFILE - 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 Wealth - Management with focus on the Intermediaries market - Basic knowledge of global financial markets and current developments in the industry - Excellent situational adaptability (able to work with RMs and clients from diverse backgrounds) - Ability to handle sensitive situations reliably and discreetly, with high level of risk awareness - Highly service oriented and passionate about client servicing - Excellent communication skills - Open, approachable and 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 - Team player - Great knowledge of English (verbal and written) - Proven communication skills to deal with clients and internal/external stakeholders on different management levels - Proven track record in servicing banking clients with complex needs - Decisive and result-oriented person - Strong organisational skills We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site. Is this not quite what you are looking for? Set up a job alert by creating a candidate account here. The international reference in wealth management Julius Baer is the leading Swiss wealth management group. We focus on servicing and advising sophisticated private clients from around the world, taking into account what truly matters to them – in their business and personal life, today and for future generations. Headquartered in Zurich, we are present in around 60 locations worldwide, including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo. Why join Julius Baer? At Julius Baer our employees enjoy the benefits of a global company with the support and collegiality of a much smaller one. We are growing quickly, but we remain dedicated to maintaining our accessible structure with flat hierarchies, and approachable and supportive leaders. With offices around the world, we offer an international and stimulating work environment and the opportunity to work with a diverse team of highly motivated colleagues, bringing the best of the bank to our clients. Our core values of Care, Passion, and Excellence define the tone of how we interact with each other and our partners. Committed to your success Whether nurturing young talent with our renowned apprentice scheme, enabling ambitious university graduates to put theory into practice with our Graduate Programme, or providing first-class opportunities for experienced professionals, we look after our employees. We believe in continuous learning as a company and as individuals, which is why we put a focus on the health and well-being of our employees and offer flexible working options, a wide array of benefits, and extensive career development programmes. For more information visit www.juliusbaer.com or contact us via the Contact Form. For recruiting agents, please see the additional information here.
Juliusbaer
Madrid, Spain