At a Glance
- Tasks: Support Relationship Managers with client onboarding and administrative tasks in wealth management.
- Company: Join Julius Baer, a leader in wealth management that values your unique contributions.
- Benefits: Gain valuable experience in finance, with opportunities for growth and development.
- Other info: Enjoy a collaborative environment with a focus on personal and professional growth.
- Why this job: Be part of a dynamic team shaping the future of wealth management.
- Qualifications: Strong communication skills and a passion for customer service are essential.
The predicted salary is between 30000 - 40000 £ per year.
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 supports the Relationship Manager (RM) with their Intermediary and end-client related administrative tasks. Responsibilities include handling the onboarding of end-client relationships, as well as maintaining contracts and documentation in the respective systems. The Assistant provides prompt and complete assistance to the RM, tracks dossiers and follow up documentation. The RM relies on the Assistant to process various requests and enquiries, e.g. relating to Portfolio Reporting, Legal & Compliance, Tax, Structures, Credits, etc. The Assistant is involved in the on-going information exchange with the RM and Team Leader regarding the course of business. The Assistant is also responsible for accurate, efficient and timely processing of payments, trade orders, as well as documenting EAM / end-client instructions and performing call-backs.
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 RM and Team Leader
- Opening & closing of Intermediary relationships and technical relationship maintenance
- Opening & 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 incl. 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 Baer®Online and support them via 'Baer®Online Hotline'
YOUR PROFILE
- Excellent communication skills (Good Telephone/Written manner)
- High customer service standards
- Excellent Team player and enjoy working in such an environment
- Hard working and dedicated individual
- Works well under pressure
- Relevant banking, compliance and/or asset management, investment experience - back and front office
- Microsoft Office i.e. Outlook, Word & Excel, familiarity with Client Relationship Management software
Assistant Relationship Manager employer: Julius Baer
At Julius Baer, we pride ourselves on fostering a dynamic and inclusive work environment where every employee is empowered to make a meaningful impact in the wealth management sector. Our commitment to professional growth is evident through comprehensive training programmes and collaborative team culture, ensuring that our employees thrive both personally and professionally. Located in a vibrant financial hub, we offer unique opportunities for networking and career advancement, making us an exceptional employer for those seeking a rewarding career in banking.
StudySmarter Expert Advice🤫
We think this is how you could land Assistant Relationship Manager
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Julius Baer. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Assistant Relationship Manager
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Julius Baer.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Julius Baer's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Julius Baer
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Julius Baer.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Julius Baer will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Julius Baer employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
