Assistant Relationship Manager 100% (m/f/d)

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, in the Team "Greater Region Luxembourg", supports one or more Relationship Manager(s) (RM)/ Group Head(s) (GH) 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
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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

• Assist Relationship Managers (RM) and Relationship Manager Assistants (RMA) in their day\-to\-day work servicing clients:

+ ensuring proactive and high\-quality service and timely responsiveness to clients and prospects in all related tasks,
+ participation in client meetings, calls and business trips

• Active involvement in prospecting activities (market research, event organisation, event participation, contact management etc.)


• Active participation in all graduate trainings and local “learning tour" of the various relevant departments in Luxembourg


• Learning of the Julius Baer offering and usage of the main Julius Baer research publications


• Proactive networking within the bank


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

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 . TAP, Wealth Navigator)

YOUR PROFILE
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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


• Entrepreneurial mindset, coupled with the willingness to take responsibility


• German, Luxembourgish and French. Fluent in English.


• Eligibility to work in Luxembourg

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)


• G oo d l a n g u a g e s k i ll s ( ve r b a l a n d w r i tt e n ) a cc o r d i n g t o s p e c i f i c m a r k e t r e q u i r e m e n t s


• 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 )

We are looking forward to receiving your full job application through our online application tool.

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