Wealth Intermediaries Relationship Assistant

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

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.