Wealth Management Client Relations Associate

Julius Baer; Dubai; On-site; AED 180,000 - 260,000; Full time

Job summary

Julius Baer is seeking a detail-oriented professional to support relationship managers in client interaction, reporting, and document handling. You will assist in calendar management, meeting preparation, and post-processing of client communications, ensuring timely delivery and high-quality service.

The role emphasizes risk awareness, regulatory compliance, and efficient collaboration with the Group Business Manager and other teams in a private banking context.

Qualifications

• Must have bank apprenticeship or equivalent educational background.
• Proven track record in servicing banking clients with complex needs.

Responsibilities

• Support RMs and GH in client interaction, tasks, and documentation with accuracy.
• Prepare client meetings, organize travel, and post-process client calls and meetings.

Skills

Team player

Client service orientation

Communication skills

Multicultural awareness

Work under pressure

Integrity & ethics

Education

Bank apprenticeship or equivalent

Tools

CRM

DiAS

Job description

Julius Baer is seeking a detail-oriented professional to support relationship managers in client interaction, reporting, and document handling. You will assist in calendar management, meeting preparation, and post-processing of client communications, ensuring timely delivery and high-quality service.

The role emphasizes risk awareness, regulatory compliance, and efficient collaboration with the Group Business Manager and other teams in a private banking context.