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

Bank Julius Bär & Co. Ltd.; Zürich; Vor Ort; CHF 120.000 - 180.000; Vollzeit

Zusammenfassung

Julius Baer in Zürich is seeking an Assistant Relationship Manager to focus on trading and execution, serving as the link between External Asset Managers, Relationship Managers and internal trading desks. You will manage time‑critical transactions with accuracy and provide guidance on products, platforms and solutions.

The role combines client servicing with hands‑on involvement in trading, risk controls and data management, requiring English and German language skills and a disciplined,

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

• Manage full spectrum of client transactions including securities trading and payments.
• Ensure accurate, timely handling of trade orders with market cut-offs.
• Monitor credit exposure, margin availability and liquidity before executing.
• Coordinate with trading desks and internal stakeholders for smooth processing.
• Provide guidance to External Asset Managers on products, execution and bank platforms.
• Maintain data accuracy and prepare client reports.

Kenntnisse

Financial markets

Trading processes

Credit risk

FX & payments

English & German

Trading systems

Ausbildung

Banking apprenticeship

Tools

Trading systems

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. With a strong focus on order handling and time‑critical transactions, the ARM operates in a fast‑paced, high‑risk environment where accuracy, prioritisation, and sound judgement are essential. The role requires frequent direct interaction with EAMs, providing guidance on products, execution aspects, and the bank’s solutions.

YOUR CHALLENGE

• 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

The international reference in wealth management Julius Baer is the leading Swiss wealth management group. We focus on servicing and advising sophisticated private clients from around the world, taking into account what truly matters to them – in their business and personal life, today and for future generations.

Headquartered in Zurich, we are present in around 60 locations worldwide, including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo.

Why join Julius Baer?

At Julius Baer our employees enjoy the benefits of a global company with the support and collegiality of a much smaller one. We are growing quickly, but we remain dedicated to maintaining our accessible structure with flat hierarchies, and approachable and supportive leaders. With offices around the world, we offer an international and stimulating work environment and the opportunity to work with a diverse team of highly motivated colleagues, bringing the best of the bank to our clients. Our core values of Care, Passion, and Excellence define the tone of how we interact with each other and our partners. Committed to your success Whether nurturing young talent with our renowned apprentice scheme, enabling ambitious university graduates to put theory into practice with our Graduate Programme, or providing first‑class opportunities for experienced professionals, we look after our employees. We believe in continuous learning as a company and as individuals, which is why we put a focus on the health and well‑being of our employees and offer flexible working options, a wide array of benefits, and extensive career development programmes. For more information visit www.juliusbaer.com or contact us via the Contact Form.