Assistant Relationship Manager - Intermediaries 100% (f/m/d), Temporary until 31.07.2027

Julius Baer; Zürich; On-site; CHF 65,000 - 95,000; Full time

Job summary

Julius Baer in Zürich seeks an Assistant to support Relationship Managers and the team with trading and operational tasks, ensuring fast, accurate responses to intermediaries and end-clients.

You will handle client requests, process orders and payments, maintain records, and promote the use of e-channels, while adhering to compliance and risk controls. This role requires excellent organisation, strong communication, and fluency in English and German, with immediate availability preferred.

Qualifications

• Foundational knowledge of financial markets and regulatory environment.
• Basic understanding of products/services for EAM clients and valuation.
• Very good MS Office skills.

Responsibilities

• Supports the RM and team in client interaction in all respects.
• Attends to incoming calls and takes prompt action.
• Maintains and updates records of client instructions and preferences.
• Provides clients with information and data; no advice or personal opinion.
• Processes orders, trades, payments and handles client requests.
• Promotes use of Intermediaries & FO e-channels.
• Monitors maturity lists for deposits, loans and trades; actions when standard.
• Organises client meetings, logistics and document preparation.
• Supports RM in investigations and troubleshooting; cross-team collaboration.
• Adheres to compliance, legal guidelines and internal policies.
• First line of risk defence, raises concerns and escalates as needed.

Skills

Excellent organisational skills

Proactive attitude

Strong communication skills

Integrity and risk awareness

Financial markets knowledge

MS Office skills

English and German fluency

Tools

MS Office

Job description

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.

The Assistant supports the Team and the Relationship Managers (RMs) with all Intermediaries & FO and end-client requests on trading and operational aspects - with the objective to ensure seamless operations and fast, competent and complete responses. Responsibilities include order placement, handling of client requests, payment execution and placement of loans and deposits. Accuracy and timeliness are paramount, with effective handling of enquiries and data provision, plus escalation to senior colleagues where necessary. The RM relies on the Assistant to help promote and service the e-channels dedicated to the Intermediaries & FO and to process the related requests and enquiries.

The Assistant is involved in the ongoing information exchange with RMs, plus both internal and external stakeholders in course of business with the clients. As such, they are a role model for professional, competent and high-quality client care and the foundation of our successful Front teams.

YOUR CHALLENGE

• Supports the RM and team in client interaction in all respects
• Attends to incoming calls and takes prompt action
• Maintains and updates records of client instructions, details, and preferences. Creates system-based reports for the RM
• Provides clients with verbal and/or written information and data, giving neither advice nor any statement of opinion as value judgement
• Processes orders, trades, transactions, payments placement (outside e-channels) and handles and executes clients’ requests
• Helps to promote the usage and adoption of our dedicated Intermediaries & FO e-channels
• Monitors the maturity list for deposits, loans, trades; takes action where instruction is standard, seeks instructions (from RM or client) if necessary and required
• Organises and follows up client meetings, including logistics and document preparation
• Supports the RM in investigations and troubleshooting, maintaining close bank-internal cross-team/unit collaboration
• Full adherence at all times to compliance, legal guidelines, internal rules, regulations and policies
• Is a first line of risk defence, through raising concerns, following up on issues and escalating as necessary

YOUR PROFILE

• Excellent organisational skills, able to work swiftly, independently within the Assistant RM scope and accurately even when under pressure
• Proactive, friendly and solution- as well as customer-oriented attitude
• Strong team player with excellent communication skills
• High personal integrity and risk awareness/ethical mindset
• Foundational knowledge of financial markets: structure, function and legal/regulatory environment as well as industry awareness
• Basic understanding of relevant products and services applicable to EAM clients, plus valuation principles
• Very good MS Office skills
• Strong fluency in English and in German (oral and written)

Candidates with immediate or short-term availability will be strongly preferred.