Private Banking Operations & Relationship Assistant

CFA Institute; Basel; Vor Ort; CHF 90.000 - 120.000; Vollzeit

Zusammenfassung

Julius Baer Basel seeks an Assistant Relationship Manager / Account Manager Private Banking to support private banking teams in Basel with daily operational tasks and client documentation. The role emphasizes behind-the-scenes support, precise administration, and strong coordination within the desk.

The AM PB component involves end-to-end operational management of client accounts, including documentation, compliance, client outreach, and accurate processing of account-related tasks.

Qualifikationen

• Experience in client onboarding and documentation handling.
• Strong understanding of CRM systems and data accuracy.
• Ability to support relationship managers with coordination and compliance.
• Excellent communication and professional presentation.
• Fluency in German and English is essential.

Aufgaben

• Ensure accurate client documentation and account opening forms are completed to high standards.
• Support RMs with scheduling, meeting materials, and internal coordination.
• Lead parts of client meetings on documentation and compliance when appropriate.
• Maintain client data in CRM and ensure data accuracy across systems.
• Provide timely, professional client interaction within the team.

Kenntnisse

Client onboarding

Documentation control

Meeting coordination

CRM management

Risk awareness

Discretion

Team collaboration

German language

English language

Attention to detail

Ausbildung

Bachelor's degree or higher

AM PB training or equivalent

Jobbeschreibung

Julius Baer Basel seeks an Assistant Relationship Manager / Account Manager Private Banking to support private banking teams in Basel with daily operational tasks and client documentation. The role emphasizes behind-the-scenes support, precise administration, and strong coordination within the desk.

The AM PB component involves end-to-end operational management of client accounts, including documentation, compliance, client outreach, and accurate processing of account-related tasks.