Product-Savvy Assistant Relationship Manager

Bank Julius Bär & Co. Ltd.; Dubai; On-site; AED 160,000 - 230,000; Full time

Job summary

Bank Julius Baer & Co. Ltd. seeks an Assistant Relationship Manager - Product Specialist in Dubai to support Premium clients, coordinate with RMs, and present investment ideas aligned with market conditions. You will help define client risk tolerance and asset allocation while liaising with product and competence centres.

You will monitor subaccounts, assist with portfolio reviews, and ensure timely execution of trades and reporting, under a team-driven, service-oriented environment.

Qualifications

• Relevant educational background and professional experience in banking.
• Good language skills (verbal and written) according to market requirements.
• Proven track record servicing banking clients with complex needs.

Responsibilities

• Support RMs with proposals and product ideas, and communicate investment strategy.
• Establish risk tolerance and asset allocation with RMs and clients.
• Monitor portfolios for Advice Premium mandates and prepare reviews.
• Coordinate with IWMS and other competence centres for holistic client service.
• Maintain client communication and ensure timely execution of trades and actions.

Skills

Team player

Client servicing

Financial markets

Relationship management

Communication skills

Education

Bank apprenticeship or equivalent

Tools

myCRM

Investment tools

Job description

Bank Julius Baer & Co. Ltd. seeks an Assistant Relationship Manager - Product Specialist in Dubai to support Premium clients, coordinate with RMs, and present investment ideas aligned with market conditions. You will help define client risk tolerance and asset allocation while liaising with product and competence centres.

You will monitor subaccounts, assist with portfolio reviews, and ensure timely execution of trades and reporting, under a team-driven, service-oriented environment.