Wealth Intermediaries Assistant Relationship Manager

Julius Baer; Madrid; On-site; EUR 45,000 - 65,000; Full time

Job summary

Julius Baer in Madrid seeks an Assistant Relationship Manager (ARM) Intermediaries to support one or more Relationship Managers in daily operations, client care, and relationship management. You will interact with internal and external stakeholders, provide clients with relevant information, and assist in implementing customized solutions.

The role focuses on coordinating client communications, preparing meetings, and handling timely processing of client requests and transactions with a high

Qualifications

• Familiar with the regulatory environment and cultural nuances of Intermediaries markets.
• Strong understanding of wealth products and services for high-net-worth clients.
• Proven ability to manage relationships with internal/external stakeholders at multiple levels.
• Excellent communication, discretion, and client-servicing mindset.
• Strong organizational skills and the ability to work under pressure.

Responsibilities

• Supports Relationship Managers and Group Heads in client interactions and activities with precision and timeliness.
• Customizes client requests including reporting, statistics, and mailings.
• Manages RM/GH calendars, prepares client meetings, and arranges travel.
• Compiles presentations and supports marketing activities as needed.
• Regularly collects and exchanges information essential for the role.
• Executes operational transactions such as investment instructions, payments, loan requests, and account openings with accuracy.
• Collaborates within the Intermediaries team for triage and trouble-shooting.

Skills

Geographic market knowledge

Wealth products

Regulatory awareness

Communication skills

Discretion & ethics

Team player

English proficiency

Organizational skills

Client servicing

Problem solving under pressure

Job description

Julius Baer in Madrid seeks an Assistant Relationship Manager (ARM) Intermediaries to support one or more Relationship Managers in daily operations, client care, and relationship management. You will interact with internal and external stakeholders, provide clients with relevant information, and assist in implementing customized solutions.

The role focuses on coordinating client communications, preparing meetings, and handling timely processing of client requests and transactions with a high