Junior Business
il y a 1 semaine
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 & Relationship Manager Assistants in selected tasks related to the delivery of excellent service to the clients, especially linked to performing account openings, periodic reviews, etc.
This position can be located in Luxembourg, Dublin or Madrid.
**YOUR CHALLENGE**:
Front Support:
- Assist Relationship Managers (RMs) and Relationship Manager Assistants (RMAs) in the day-to-day work and handling administrative issues
- Handle the account openings for new clients as well as account maintenance to existing clients
- Support the RM in performing the periodic client review
- Perform selected administrative tasks linked the Front Office
- Monitor the respective lists (e.g. maturities, etc.) and take action were instruction is standard, seek instructions (from RM or client) if necessary and required
- Perform selected centralized tasks for all Front teams (e.g. letter dispatch in case of re-categorization of clients)
- Maintain and update records of client instructions, client details and preferences
- Liaise with other RM-Teams, Operations & IT
- Come up with ideas to streamline Front Office processes to increase efficiency
- Ensure always adherence to compliance, legal guidelines, internal rules, regulations & policies etc.
Insurance Business:
- Handle / Support the administrative handling of the business relationship with the Insurance companies (act as Point of Contact for the Insurance companies regarding technical or administrative issues and requests, perform periodic review, efficiently handle tasks (e.g. trades, payments), maintain accounts (e.g. update of signatories, request missing documents), monitor accounts)
**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, well-presented 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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