At a Glance
- Tasks: Support Relationship Managers and maintain client accounts with top-notch service.
- Company: Join a leading financial institution focused on client relationships.
- Benefits: Competitive salary, career development opportunities, and a supportive team environment.
- Other info: Fast-paced environment with opportunities to learn and advance in finance.
- Why this job: Be part of a dynamic team that values your contributions and fosters growth.
- Qualifications: Strong communication skills and a passion for customer service.
The predicted salary is between 30000 - 40000 £ per year.
Key Areas of Responsibility & Time Allocation
- Acquisition Management: 5%
- Relationship Management: 20%
- Service Management: 60%
- People & Performance Management: 5%
- Risk Management: 10%
Key Tasks of this Role
- Administrative support to the Relationship Manager and Team Leader
- Opening and closing of intermediary relationships and technical relationship maintenance
- Opening and closing of end‑client accounts
- Ensuring client KYC records are maintained to the highest standards
- Trouble shooting and close bank‑internal cross‑teams/divisions collaboration
- Support with the completion of client periodic reviews and trigger events
- Operational support to the RM in intermediary relationship maintenance and servicing
- Processing of intermediary/end‑client instructions/enquiries including signature check & quality assurance
- Execution of single & bulk order trades, payments, forex transactions, fixed deposits, etc.
- Documentation of e‑mail & telephone instructions and tracking of dossiers
- Performing call‑backs
- Training intermediaries to use BaerOnline and support them via the BaerOnline Hotline
Profile
- Excellent communication skills (good telephone/written manner)
- High customer service standards
- Excellent team player, enjoys working in such an environment
- Hard‑working and dedicated individual
- Works well under pressure
- Professional and technical background relevant to banking, compliance and/or asset management, investment experience – back and front office
- Proficiency in Microsoft Office (Outlook, Word, Excel) and familiarity with client relationship management software
Assistant Relationship Manager employer: Bank Julius Bär & Co. Ltd.
As an Assistant Relationship Manager at our esteemed banking institution, you will thrive in a dynamic work culture that prioritises collaboration and excellence in client service. We offer comprehensive training and development opportunities to enhance your professional growth, alongside competitive benefits that support your well-being. Located in a vibrant area, our company fosters a supportive environment where hard work is recognised and rewarded, making it an exceptional place for those seeking meaningful and impactful careers.
Contact Details:
Bank Julius Bär & Co. Ltd. Recruitment Team
We think you need these skills to ace Assistant Relationship Manager
Communication Skills
Customer Service Standards
Teamwork
Ability to Work Under Pressure
Banking Knowledge
Compliance Knowledge
Asset Management Knowledge
