Assistant Relationship Manager Private Banking, 100

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, Team Denmark, 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.

C l i e n t A d m i n i s t r a t io n & M a na g em e n t

• S u p p o r t s R M s / T H i n c l i e n t i n t e r a c t i o n a n d a l l r e l at e d ta s k s ( s y s t e m s , pr o c esses , f i l es , d o c u m e n t s e t c. ) w i t h h i g h - q u a l i t y, pr e c i s i o n a n d t i m e l y r es p o n s i ve n es s
• Strong coordination and interaction within Team of ARMs to ensure seamless client servicing
• C u s t o m i z e s c l i e n t r e q u es t s ( r e p o r t i n g , s tat i s t i c s , m a i l i n g s e t c . )
• Hands-on approach with the ability to manage multiple operational and administrative responsibilities efficiently
• M a n a g e s t h e R M / T H ' s c a l e n d a r , pr e p a r e s c l i e n t m ee t i n g s , o rg a n i z e s b u s i n es s t r i p s , c o m p l e t e s t h e p o s t pr o c ess i n g o f c l i e n t c a ll s , c l i e n t m ee t i n g s o r b u s i n es s t r i ps f o r R M s / T H
• C o m p i l e s pr ese n tat i o n s , s u p p o r t s i n d r a f t i n g i n ves t m e n t pr o p o s a l s a n d i n m a r k e t i n g a c t i v i t i e s i f n ee d e d ( c l i e n t r e c e p t i o n , m ee t i n g s , b u s i n es s t r i p s , eve n t s e t c . )
• E n s u r e s c o ve r a g e i n c a s e o f o w n a b s e n c e s

B us i n e s s M a na g em e n t

• R e g u l a r l y c o ll e c t s a n d e x c h a n g e s r e l ev a n t i nf o rm at i o n n e c ess a r y f o r t h e j o b
• O rg a n i se s h i m se l f / h e r se l f i n a n e ff i c i e n t a n d c o m p li a n t m a nn e r a n d e n s u r e s t i m e l y a n d a p p r o p r i at e i nf o rm at i o n o f t h e s u p e r i o r
• C o n d u c t s r ev i e w s , p l a n s a h e a d a n d d o c u m e n t s h i s / h e r w o r k a t a l l t i m e s
• S u p p o r t s R M / T H i n i m p l e m e n tat i o n o f pr o j e c t s a n d i n i t i at i ve s
• P r o v i d es pr o f ess i o n a l i n p u t pr o p o s a l s f o r i m pr o ve m e n t s b a se d o n e x p e r i e n c e , i n c i d e n t o cc u r r e n c e o r o b s e r v at i o n
• M a n a g e s t h e e x p e n s e c l a i m pr o c es s f o r R M s / T H

Ri s k M ana g e me n t & C o n t r o l s

• Actively helps managing risk (support first line of defence), i.e. in client documentation, by raising concerns, following up on issues and by escalating when in doubt
• E n s u r es a d h e r e n c e t o l o c a l r e g u l at i o n s a n d c o m p li a n c e w i t h i n t e r n a l p o l i c i e s a n d s ta n d a r d s ( e . g . n e w a cc o un t o p e n i n g s , p a y m e n t i n s t r u c t i o n s , r ev i e w i n g c l i e n t p h o n e c a ll s o r s i g n i n g o f f a t o w n l eve l o f c o m p e t e n c e e t c . ) i n c o ll a b o r at i o n w i t h t h e r es p e c t i v e R Ms a n d T H
• E n s u r es t i m e l y c l e a r a n c e o f p e n d i n g i t e m s a n d es c a l at e d d e f i c i e n c i e s
• E n s u r e s a p p r o pr i at e e t h i c a l a n d c o m p li a n t b e h a v i o u r i n h i s / h e r a r e a o f r es p o n s i b i l i t y
• E n s u r e s c o rr e c t , m e a n i n g fu l a n d un d e r s ta n d a b l e d o c u m e n tat i o n o f c l i e n t i n t e r a c t i o n / c l i e n t o r d e r s i n t h e c o rr es p o n d i n g t oo l ( e . g . C R M , Wealth Navigator )

P e r s o n a l & S o c i a l S k i ll s

• T e a m p l a y e r
• E x c e ll e n t s i t u at i o n a l a d a p t a b i l i t y ( a b l e t o w o r k w i t h R Ms a n d c l i e n t s f r o m d i ve r s e b a ck gr o un d s )
• F r i e n d l y, t r u s t w o r t h y a n d d i s c r ee t p e r s o n a l i t y w i t h h i g h l eve l o f r i s k a w a r e n es s
• H i g h l y se r v i c e o r i e n t e d a n d p a ss i o n at e a b o u t c l i e n t se r v i c i n g
• A l w a ys c o mm un i c at e s i n a f r i e n d l y, c o m p e t en t a n d pr o f ess i o n a l m a nn e r
• O p e n , a p p r o a c h a b l e a n d i s p l a ys g e nu i n e i n t e r es t i n p e o p l e a n d i n i m pr o v i n g pr o c esse s
• S y s t e m at i c , pr e c i s e a n d d i l i g e n t w o r k i n g s t y l e a n d t h e a b i l i t y t o p e r f o r m un d e r pr ess u r e
• P e r s o n a l i n t e gr i t y a n d e t h i c a l b e h a v i o u r

P r o f e ss io na l S k i ll s

• S o un d a ff i n i t y w i t h t h e g e o gr a p h i c m a r k e t ( s ) c o ve r e d , i . e . f a m i l i a r w i t h t h e l e g a l a n d r e g u l at o r y e n v i r o n m e n t a s w e l l a s c u l t u r a l a w a r e n es s
• G oo d un d e r s ta n d i n g o f r e l ev a n t pr o d u c t s a n d se r v i c e s i n P r i v at e B a n k i n g
• B a s i c k n o w l e d g e o f g l o b a l f i n a n c i a l m a r k e t s a n d c u rr e n t d eve l o p m e n t s i n t h e i n d u s t r y

E du c a t io n an d E x p e r i e n c e

• R e l ev a n t e d u c at i o n a l ( b a n k a p p r e n t i c es h i p o r e q u i v a l e n t ) a n d pr o f e s s i o n a l b a ck g r o u n d ( w o r k e x p e r i e n c e i n t h e f i n a n c i a l i n d u s t r y)
• Advanced English (written and comprehension)
• P r o ve n t r a c k r e c o r d i n se r v i c i n g b a n k i n g c l i e n t s w i t h c o m p l e x n ee d s ( o n b o a r d i n g o f n e w , m a i n ta i n i n g a n d e x t e n d i n g c u rr e n t r e l at i o n s h i p s )

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