Assistant Relationship Manager

il y a 6 jours


Luxembourg Julius Baer Temps plein

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 Assistant Relationship Manager (ARM) Private Banking supports one or more Relationship Manager(s) (RM)/ Team Head(s) (TH) 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. Furthermore, the ARM acts as role model in bringing the best service quality to the RMs/TH in a fast, professional and friendly manner, always living the Julius Baer values (Care, Passion and Excellence) and thus helping the team to manage and grow its current client base. He/she channels client feedback to the relevant individuals/departments within the Bank to foster continuous improvement and fast adaptation of processes. This position is the backbone of Client Relationship Management.

**YOUR CHALLENGE**:

- Assist Relationship Managers (RM) in the day-to-day work servicing clients and handling administrative issues
- Support the RMs and Team Head with preparing pitches for prospects
- 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. received from the client directly
- 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 with information and data in verbal and/or written form, without giving advice or statement of opinion/no judge value
- Liaise with other RM-Teams, Operations & IT
- Ensure always adherence to compliance, legal guidelines, internal rules, regulations & policies etc.

**YOUR PROFILE**:
Experience/Knowledge/Skills
- Successfully passed MiFID II online Training for information giver
- Some experience as a self-motivated Assistant to a Relationship Manager or in the area of portfolio management / investment advisory
- Understand the key characteristics, risk and features of those investment products available
- Understand the characteristics, scope and total amount of costs and charges to be incurred by the client in the context of transactions in an investment product, investment services or ancillary services
- Understand how financial markets function, the structure and how they affect the value and pricing of investment products which information will provided to the client
- Understand the impact of economic figures, national/regional/global events on markets and on the value of investment products which information will be provided to the client
- Understand the difference between past performance and future performance scenarios as well as the limits of predictive forecasting
- Understand issues relating to market abuse and anti-money laundering
- Assess data relevant to the investment products on which will be provided to the client, such as Key Investor Information, Documents, prospectuses, financial statements or financial data
- Basic knowledge of valuation principles for the type of investment products in relations to the information which will be provided to the client
- Able to work independently, well organized, swift and accurate even when under pressure
- Service oriented, discreet and responsible
- Friendly, open personality, well-presented and professional appearance
- Very good oral and written language skills in English and French. Dutch language skills would be an advantage.

Amid the current conflict in Ukraine, Julius Baer is standing with civilians in need.



  • Luxembourg Julius Baer Temps plein

    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 Assistant supports the Relationship Manager (RM) with all EAM, EFA and end-client related administrative tasks....


  • Luxembourg Select Luxembourg Temps plein

    **Organisation and department description** Our client, a major international bank, is in search of an Assistant Director in Client Relationship Management. You will cultivate connections with institutional banking customers, collaborating with relationship managers for successful business outcomes. **Job description** Your functions include: - Exchanging...


  • Luxembourg NatWest Temps plein

    Join us as an Assistant Director in Client Relationship Management - We’re looking for someone to establish and build relationships with prospective institutional banking customers, and work with relationship managers to achieve business wins - You’ll be identifying, managing and escalating conduct risk to deliver key customer outcomes - This is an...


  • Luxembourg RBS International Temps plein

    Join us as a Relationship Assistant, Client Coverage - Join our client management team in RBS International in an exciting sales focussed role - We’re looking for someone to establish and build relationships with prospective corporate customers, and work with relationship managers to achieve business wins - You’ll be identifying, managing and escalating...

  • Relationship Manager Legal

    il y a 2 semaines


    Luxembourg Abiomis Temps plein

    Permanent Luxembourg 80 000€/an LB173 Vous êtes à la recherche de votre prochain défi professionnelle dans le monde juridique et Corporate ? Vous souhaitez rejoindre une structure dynamique et participer à un projet en pleine expansion ? Dans ces conditions, nous avons l’opportunité idéale pour vous ! Actuellement, nous collaborons avec une...


  • Luxembourg IQ-EQ Temps plein

    **Company Description** IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide. **Job Description** Onboarding**: During client onboarding, fund accounting assistant managers undertake...

  • Relationship Manager

    il y a 4 jours


    Luxembourg Human Innovation Partners Temps plein

    Human Innovation Partners is currently seeking a Relationship Manager for a prestigious client in Luxembourg. As a Relationship Manager, you will be responsible for building and maintaining strong relationships with clients, providing exceptional customer service, and offering tailored financial solutions to meet their individual...


  • Luxembourg Falkerin Temps plein

    Falkerin Recruitment specializes in Legal & Compliance, Accountancy & Finance as well as Banking and Operational Services recruitment. We are also often mandated to assist in recruiting for Business Support roles such as HR, Personal Assistant, Receptionist or Administrative Officer positions. We work with leading financial institutions in Luxembourg. Our...

  • Relationship Manager

    il y a 2 semaines


    Luxembourg Deutsche Bank Temps plein

    **Relationship Manager**: **Job ID**:R0349148**Full/Part-Time**:Full-time**Regular/Temporary**:Regular**Listed**:2024-09-26**Location**:Luxemburg**Position Overview**: Deutsche Bank’s Wealth Management business is one of the largest wealth managers worldwide. We offer our clients a broad range of traditional and alternative investment solutions, as well as...


  • Luxembourg NatWest Temps plein

    Join us as an Assistant Depositary Services Manager - You’ll be supporting the coordination of operational duties, team management, onboarding processes and training - Day-to-day, you’ll be implementing and executing a training plan for onboarding new team members - If you’re ready for a new challenge, and want to make a far-reaching impact through...