Assistant Relationship Manager – Focus Trading and Execution 100% (f/m/d)

Julius Baer; Zürich; Vor Ort; CHF 90.000 - 130.000; Vollzeit

Zusammenfassung

Julius Baer in Zürich seeks an Assistant Relationship Manager to support trading, execution and banking activities, acting as a link between External Asset Managers, Relationship Managers and internal trading desks.

The role combines client servicing with hands-on trading involvement, requiring strong market awareness, data accuracy and proactive communication under pressure.

Qualifikationen

• Banking apprenticeship or equivalent financial education.
• Experience in a trading support, execution, or client servicing role.
• Exposure to financial markets and investment products.

Aufgaben

• Assist in trading, execution and banking activities, acting as a bridge between EAMs, RMs and internal desks.
• Ensure accurate handling of trade orders and monitor market cut-offs.
• Provide guidance on investment products, execution constraints and credit exposure.
• Maintain high-quality client data and timely communication with clients and internal teams.
• Uphold risk controls and compliance in day-to-day activities.

Kenntnisse

Trading support

Client servicing

Risk awareness

English (Fluent)

German (Fluent)

Ausbildung

Banking apprenticeship or equivalent

Tools

Trading platforms

Jobbeschreibung

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.

In this position, the Assistant Relationship Manager (ARM) has the focus on trading and execution activities, acting as a key link between External Asset Managers (EAMs), Relationship Managers (RMs), and internal trading and execution desks. The role combines client servicing with hands‑on involvement in trading, execution, and broader banking activities.

YOUR CHALLENGE

Trading, Execution & Banking Activities:

• Manage the full spectrum of client transactions, including securities trading, FX, credit utilisation, deposits, and payments
• Ensure accurate and timely handling of trade orders, including complex and high-value transactions with strict adherence to deadlines and market cut-offs
• Monitor and consider credit exposure, margin availability and liquidity before executing or forwarding transactions
• Coordinate closely with trading desks, execution teams, and internal stakeholders to ensure smooth and timely processing
• Actively manage time‑critical tasks and prioritisation, particularly in volatile market conditions or for large/complex transactions
• Provide support on loans, credit lines, deposits, FX and payments, ensuring proper execution and follow‑up
• Maintain strong risk awareness across all activities, including:
• Execution, settlement and counterparty risks
• Credit and margin risks
• Unusual transaction patterns, particularly in payment flows

Client Interaction & Advisory (EAM Focus):

• Serve as a direct contact for EAMs for trading-related and operational matters
• Provide clear and professional guidance on:
• Investment products (incl. structured products)
• Execution constraints, deadlines, and market practices
• Credit exposure, margin availability, and related solutions
• Bank platforms and available tools
• Communicate proactively on order status, issues, and delays, especially in time-sensitive situations
• Maintain a calm, reliable and solution-oriented approach under pressure

Account & Data Management:

• Ensure high-quality maintenance of client data and documentation
• Retrieve and provide product, pricing and market information using internal systems and external sources
• Prepare client-specific information, reports, and presentations as needed

Risk Management & Controls:

• Operate in an environment with strict accuracy requirements and minimal tolerance for errors, particularly in transaction handling
• Ensure compliance with internal policies, legal and regulatory requirements
• Act as a first line of defence:
• Identify inconsistencies, risks, and unusual patterns
• Monitor credit exposure and transaction risks
• Escalate issues in a timely and structured manner

Key Performance Indicators:

• Accuracy and quality of transaction handling (critical)
• Timeliness and responsiveness, especially under time pressure
• Effective prioritisation based on risk and urgency
• Client satisfaction and reliability

YOUR PROFILE

Education and Experience:

• Banking apprenticeship or equivalent financial education
• Experience in a trading support, execution, or client servicing role
• Exposure to financial markets and investment products

Professional Skills:

• Solid understanding of:
• Financial markets, trading processes and instruments
• Credit, margining and risk considerations
• FX, payments, deposits, and lending services
• Ability to efficiently navigate internal systems and external sources for product and market information
• Familiarity with trading and order management systems is an advantage
• Fluency in English and German (written and spoken)

Personal and Social Skills:

• Exceptional attention to detail and accuracy, with strong ownership in risk-sensitive activities
• Ability to work under pressure while maintaining precision and composure
• Strong prioritisation and organisational skills
• Proactive, reliable and solution-oriented mindset
• Excellent communication skills, with the ability to guide clients clearly
• Strong team player with high accountability and integrity