Client Relations Assistant – Private Banking

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

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