Assistant Relationship Manager Intermediaries 100% - Luxembourg - Julius Baer

Julius Baer

Entreprise vérifiée

Luxembourg

il y a 1 semaine

Posté par:

Jean Schmitz

Recruteur de beBee

Description

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 all EAM, EFA and end-client related

administrative tasks. Responsibilities include handling the Relationship Opening Process as well as

maintaining contracts and documentation in the respective systems. The Assistant provides prompt

and complete assistance, tracks dossiers and follows up documentation. The RM relies on the

Assistant to process various requests and enquiries, e.g. Portfolio Reporting, Legal & Compliance,

Tax, Structures, Credits, etc.

The Assistant is involved in the on-going information exchange with RM & Dedicated Business

Developer regarding the course of business. In addition, the Assistant helps to organise and prepare

acquisition & regular meetings, business events and trips. Within the Team, the Assistant organises

Team meetings and helps the RM & Team Leader to coordinate matters and follow up on action

points.

If there is no Transaction Specialist (TS) in the Team, the Assistant is also responsible for accurate,

efficient and timely processing of payments, orders and various trades, as well as documenting EAM /

end-client instructions and performing call-backs.

YOUR CHALLENGE:

Administrative support of the RM and Team Leader
Opening & closing of EAM / EFA relationships and technical relationship mainte

nance

Opening & closing of endclient accounts
Maintenance of various Marketrelated materials incl. Pitch Books etc. for

acquisition purposes

Trouble shooting and close bankinternal crossteams/divisions collaboration
Relationship management & retention incl. processing various EAM / EFA req

uests and enquiries (Legal, Tax, Structures, Credits, etc.)

Support on order execution and payments
Operational support to the RM in EAM / EFA relationship maintenance and servic

ing

Processing of EAM / EFA / endclient instructions / enquiries incl. signature

check & quality assurance

Execution of single & bulk orders, trades, payments, forex transactions, trustee

deposits, etc.

Performing callbacks

YOUR PROFILE:

Education and Experience:

Relevant educational (bank apprenticeship or equivalent) and professional background in the financial industry or within an EAM
Ideally 3+ years of work experience as Assistant Relationship Manager or in a similar role

Professional Skills:

Foundational knowledge of financial markets: structure, function and legal/regulatory environment as well as industry awareness
Basic understanding of relevant products and services applicable to EAM clients, plus valuation principles
Strong fluency in English (oral and written) and other languages according to the market requirement
Very good MS Office skills

Personal and Social Skills:

Excellent organisational skills, able to work swiftly, independently within the Assistant RM scope and accurately even when under pressure
Proactive, friendly and solution

- as well as customer-oriented attitude