Junior Business
il y a 2 semaines
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.The Business / Front Support Generalist is part of the Business Support team.
He/she supports the Relationship Manager in selected tasks related to the delivery of excellent service to the clients, with a focus on the administrative administration of the relationship with the Insurance companies BJBE is having a relationship with.
YOUR CHALLENGE:
Insurance Business:
- Ensure that at any time a proper service is provided to the insurance companies (e.g. timely reaction on requests)
- Act as Point of Contact for the insurance companies (interface between BJBE and insurance company) regarding any technical or administrative issue and request (e.g. change of SWIFT setup, introduction of new forms, etc.)
- Perform the regular periodic review of the insurance companies (e.g. including screening, etc.)
- Ensure efficient and prompt handling of orders, trades, transactions, payments etc. received from the Insurance companies, e.g. process payments received by the Insurance company, including the necessary checks (e.g. signature check, account balance)
- Ensure that the relationship with the insurance companies (and any updates) is properly reflected in the core system of BJBE (e.g. maintenance and update of authorized signatories, including respective KYC)
- Maintain and update the records and documentation (e.g. request missing or outdated documentation)
- Monitor and handle overdrafts in close alignment with insurance company
Other Front Office related support tasks:
- Support the Front (RMs / RMAs) in other areas not directly linked to the insurance business of BJBE (e.g. account opening, overdraft checks, etc.)
- Come up with ideas to streamline Front Office processes to increase efficiency
General:
- Ensure always adherence to compliance, legal guidelines, internal rules, regulations & policies etc.
- Liaise with other RM-Teams, Operations & IT
YOUR PROFILE:
- Bachelor's Degree or banking apprenticeship
- First work experience in Banking (especially Private Banking) is an added value
- General understanding of the financial industry and the Private Banking environment
- Fast learning and willing to take over additional tasks
- Able to work independently, well organized, swift and accurate even when under pressure
- Flexible to adapt to new and changing environment.
- Service & solution oriented, discreet and responsible
- Friendly, open personality, wellpresented and professional appearance
- Very good oral and written language skills in English, any other language skill is considered as an added value
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