Wealth Management Assistant: Client Services & Operations

Julius Baer; Dubai; On-site; AED 180,000 - 280,000; Full time

Job summary

Julius Baer in Dubai is seeking an Assistant Relationship Manager to support Relationship Managers in daily operations, client management and administration. The ARMs role includes handling client requests, preparing reports and coordinating meetings.

You will ensure compliance, document interactions, and contribute to maintaining an exceptional client experience in a fast-paced private banking environment.

Qualifications

• Relevant educational background in banking or finance.
• Good language skills (verbal and written).
• Experience servicing banking clients with complex needs.

Responsibilities

• Support RMs in client interaction and tasks with high-quality response.
• Customize client requests (reports, statistics, mailings).
• Manage RM/GH calendars and prepare client meetings.
• Assist in drafting investment proposals and marketing activities.
• Ensure coverage when away.

Skills

Client management

Communication

Team player

Education

Bank apprenticeship or equivalent

Tools

CRM systems

DiAS

Calendar management

Job description

Julius Baer in Dubai is seeking an Assistant Relationship Manager to support Relationship Managers in daily operations, client management and administration. The ARMs role includes handling client requests, preparing reports and coordinating meetings.

You will ensure compliance, document interactions, and contribute to maintaining an exceptional client experience in a fast-paced private banking environment.