Assistant Relationship Manager

Julius Baer; Abu Dhabi; On-site; AED 180,000 - 300,000; Full time

Job summary

Julius Baer in Abu Dhabi seeks a diligent Client Administration & Management professional to support relationship managers, coordinate client interactions, and prepare meetings and travel arrangements. The role involves drafting proposals, compiling reports, and assisting in marketing activities while ensuring accurate documentation and timely responses.

The candidate should have banking education and demonstrated experience in servicing private banking clients, with strong language skills and

Qualifications

• Good language skills (verbal and written)
• Proven track record in banking client servicing with complex needs
• Onboarding and maintaining client relationships in Private Banking

Responsibilities

• Support RMs/GH in client interaction and related tasks with high quality and timely responsiveness
• Customize client requests (reporting, statistics, mailings)
• Manage RM/GH calendar, prepare client meetings and organize business trips
• Compile presentations and assist in drafting investment proposals and marketing activities
• Ensure coverage in case of absences
• Help with project implementations and improvements based on experience
• Manage expense claims for RMs/GH
• Contribute to risk management and compliance with internal policies

Skills

Team player

Diversity awareness

Client servicing

Professional communication

Education

Banking education

Financial industry experience

Job description

Job 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.

YOUR CHALLENGE

Client Administration & Management

• Supports RMs/GH in client interaction and all related tasks (systems, processes, files, documents etc.) with high-quality, precision and timely responsiveness
• Customizes client requests (reporting, statistics, mailings etc.)
• Manages the RM/GH’s calendar, prepares client meetings, organizes business trips, completes the post processing of client calls, client meetings or business trips for RMs/GH
• Compiles presentations, supports in drafting investment proposals and in marketing activities if needed (client reception, meetings, business trips, events etc.)
• Ensures coverage in case of own absences

Business Management

• Regularly collects and exchanges relevant information necessary for the job
• Conducts reviews, plans, and always documents his/her work
• Supports RM/GH in implementation of projects and initiatives, in close alignment with the Group Business Manager
• Provides professional input proposals for improvements based on experience, incident occurrence or observation
• Manages the expense claim process for RMs/GH

Risk Management & Controls

• Actively helps managing risk (support first line of defense), i.e. in client documentation, by raising concerns, following up on issues and by escalating when in doubt
• Ensures adherence to local regulations and compliance with internal policies and standards (e.g. new account openings, payment instructions, reviewing client phone calls or signing off at own level of competence etc.) in collaboration with the respective RMs, GH and Group Business Manager
• Ensures timely clearance of pending items and escalated deficiencies
• Ensures appropriate ethical and compliant behavior in his/her area of responsibility
• Ensures correct, meaningful and understandable documentation of client interaction/client orders in the corresponding tool (e.g. CRM, DiAS)

YOUR PROFILE

Personal & Social Skills

• A natural team player
• Ability to relate to colleagues from diverse backgrounds
• Open, approachable and displays genuine interest in people and in improving processes
• Always communicates in a competent and professional manner
• Highly service oriented and passionate about client servicing
• Systematic, precise and diligent working style and the ability to perform under pressure
• Personal integrity and ethical behavior

Professional & Technical Skills

• Appropriate understanding of relevant products and services in Private Banking
• Basic knowledge of global financial markets and current developments in the industry
• Sound affinity with the geographic market(s) covered, i.e. familiar with the legal and regulatory environment as well as cultural awareness

Education & Experience

• Relevant education (bank applicant or equivalent) and professional background (work experience in the financial industry)
• Good language skills (verbal and written) agreeing to specific market requirements
• Proven track record in banking clients servicing with complex needs (onboarding of new, maintaining and extending current relationships)