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 located in Luxembourg in selected tasks related to the delivery of excellent service to the clients, especially linked to administrative support (e.g. performing account openings, periodic reviews, etc.). In addition to this role, the person supports the Account Management (AM) for the Insurance companies BJBE as has a relationship with as well as for a ringfenced book of clients (e.g. Dormant accounts).
**YOUR CHALLENGE**:
Primary responsibility: Front Support:
- Assist Relationship Managers (RM) & Relationship Manager Assistants (RMA) in the day-to-day work and handling administrative issues
- Handle the account openings for new clients for various Front teams
- Perform tasks linked to the maintenance of accounts of existing clients
- 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
- Support the RM in performing the periodic client review
- Perform selected administrative tasks linked the Front Office
- Maintain the required client due diligence and follow all regulatory and policy standards and handle related administrative tasks
- Perform selected centralized tasks for all Front teams
- Maintain and update records of client instructions, client details and preferences
- Liaise with other RM-Teams, Operations & IT
- C ome up with ideas to streamline Front Office processes to increase efficiency
Secondary responsibility: Account Management Special Clients (Insurance Business, Dormant accounts, etc.)
- Handle / Support the administrative handling of the business relationship with the Insurance companies (act as PoC 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)
- Handle / support the administration of selected ringfenced accounts (e.g. Dormant accounts) and while doing so ensuring regulatory compliance in the handling
**YOUR PROFILE**:
Experience/Knowledge/Skills
- Client centric, service & solution oriented, discreet and responsible
- Relevant higher educational and professional background e.g. 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.
- 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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