Assistant Relationship Manager 100% (f/m/d)

Bank Julius Bär & Co. Ltd.; Madrid; On-site; EUR 60,000 - 90,000; Full time

Job summary

Julius Baer in Madrid seeks an Assistant Relationship Manager to support Relationship Managers in daily operations, client care and relationship management, coordinating schedules, preparing meetings, and handling client requests with precision.

The candidate should have strong communication skills, good knowledge of financial markets, and a commitment to integrity, discretion, and excellent service for a diverse client base.

Qualifications

• Experience in wealth management client service and intermediaries.
• Ability to work with RMs and clients from diverse backgrounds.
• Strong understanding of financial markets and products.
• Excellent communication and presentation skills.
• High level of integrity and ethical behaviour.
• Proactive and precise work style under pressure.

Responsibilities

• Supports RMs/TH in client interaction and all related tasks with high-quality, precision and timely responsiveness
• Customizes client requests (reporting, statistics, mailings etc.)
• Manages the RM/TH’s calendar, prepares client meetings, organizes business trips
• Completes post processing of client calls, meetings or business trips for RMs/TH
• Compiles presentations and supports marketing activities when needed
• Carries out transactions related to operational activities with precision and deadlines
• Responsible for trouble-shooting activity within the Team along with other ARMs

Skills

Excellent communication

English proficiency

Client servicing

Team player

Discretion

Stakeholder management

Organizational skills

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. As an Assistant Relationship Manager (ARM) Intermediaries you will be responsible of supporting one or more Relationship Manager(s) (RM)/ Group Head(s) (GH) in daily operations, administration, client care and relationship management. The ARM interacts with internal as well as external stakeholders, provides clients with relevant information and supports the RM in implementing customized solutions.

YOUR CHALLENGE

• Supports RMs/TH in client interaction and all related tasks (systems, processes, files, documents etc.) with high-quality, precision and timely responsiveness
• Customizes client requests (reporting, statistics, mailings etc.)
• Manages the RM/TH’s calendar, prepares client meetings, organizes business trips, completes the post processing of client calls, client meetings or business trips for RMs/TH
• Compiles presentations and supports marketing activities if needed (client reception, meetings, business trips, events etc.)
• Regularly collects and exchanges relevant information necessary for the job
• Carries out with precision and within the required deadlines all transactions related to the operational activities generated by the Intermediaries and their end-clients, e.g. investment instructions, payments, loan requests, special conditions, account openings, etc.
• Responsible for the trouble-shooting activity within the Team together with the other ARMs

YOUR PROFILE

• Sound affinity with the geographic market(s) covered, i.e. familiar with the legal and regulatory environment as well as cultural awareness
• Good understanding of relevant products and services in Wealth - Management with focus on the Intermediaries market
• Basic knowledge of global financial markets and current developments in the industry
• Excellent situational adaptability (able to work with RMs and clients from diverse backgrounds)
• Ability to handle sensitive situations reliably and discreetly, with high level of risk awareness
• Highly service oriented and passionate about client servicing
• Excellent communication skills
• Open, approachable and displays genuine interest in people and in improving processes
• Systematic, precise and diligent working style and the ability to perform under pressure
• Personal integrity and ethical behaviour
• Team player
• Great knowledge of English (verbal and written)
• Proven communication skills to deal with clients and internal/external stakeholders on different management levels
• Proven track record in servicing banking clients with complex needs
• Decisive and result-oriented person
• Strong organisational skills

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.

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.

Our core values of Care, Passion, and Excellence define the tone of how we interact with each other and our partners.

For more information visit www.juliusbaer.com or contact us via the Contact Form.