Julius Baer is the leading Swiss private banking group with a focus on servicing and advising sophisticated private clients and a premium brand in global wealth management. That is why a comprehensive range of services and first-class service quality are essential – as are the committed teams that provide them.
Assistant PB Middle East & Africa
Assist Relationship Manager in the day-to-day work servicing clients and handling administrative issues
Attend incoming calls and ensure that always a prompt action is taken
Handle the account openings for new clients as well as account changes to existing clients
Ensure efficient and prompt handling of orders, trades, transactions, payments etc.
Monitor the maturity list for deposits, loans, trades; take action were instruction is standard, seek instructions (from RM or client) if necessary and required
Maintain and update records of client instructions, client details and preferences
Provide clients and Relationship Manager with information and data in verbal and/or written form as needed/requested
Liaise with other RM-Teams, IC-Sales, Treasury & Trading, Operations & IT
Ensure always adherence to compliance, legal guidelines, internal rules, regulations & policies etc.
Apprenticeship at a bank or similar area
2 - 4 years’ experience as a self-motivated Assistant to a Relationship Manager or in the area of portfolio management / investment advisory
Knowledge in and understanding of investment products
Able to work independently, well organized, swift and accurate even when under pressure
Highly service oriented, discreet and responsible
Friendly, open personality, well-presented and professional appearance
Very good oral and written language skills in English and German