Job Detail

Julius Bär ist die führende Private-Banking-Gruppe der Schweiz, ausgerichtet auf die Betreuung und Beratung anspruchsvoller Privatkunden, sowie eine erstklassige Marke im globalen Wealth Management. Deshalb sind ein umfassendes Leistungsspektrum und eine erstklassige Dienstleistungsqualität unerlässlich – und engagierte Teams, die dahinter stehen.

IHRE AUFGABEN

• Assist Relationship Manager in the day-to-day work servicing clients and handling administrative issues


• 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.


• 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 and Relationship Manager with information and data in verbal and/or written form as needed/requested


• Liaise with other RM-Teams, IC-Sales, Treasury & Trading, Operations & IT


• Ensure always adherence to compliance, legal guidelines, internal rules, regulations & policies etc.

IHRE FÄHIGKEITEN

• 2 - 3 years’ experience as a self-motivated Assistant to a Relationship Manager or in the area of portfolio management / investment advisory


• Knowledge in and understanding of investment products


• 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 German

Contact person: Anna Janssen, HR Recruiting Consultant, Telephone +41 (0) 58 887 35 91

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