Assistant Relationship Manager 100% - Zurich Senior Client Executive (f,m,d)

Zürich

Auf einen Blick

Veröffentlicht:18 September 2025
Pensum:100%
Arbeitsort:Zürich

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 Relationship Manager (ARM) Private Banking supports one or more Relationship Manager(s) (RM)/ Team Head(s) (TH) 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. Furthermore, the ARM acts as role model in bringing the best service quality to the RMs/TH in a fast, professional and friendly manner, always living the Julius Baer values (Care, Passion and Excellence) and thus helping the team to manage and grow its current client base. He/she channels client feedback to the relevant individuals/departments within the Bank to foster continuous improvement and fast adaptation of processes. This position is the backbone of Client Relationship Management. With the possibility to pursue the Associate RM Program at a further stage.

IHRE AUFGABEN

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/THs calendar, prepares client meetings, organizes business trips, completes the post processing of client calls, client meetings or business trips for RMs/TH

Compiles presentations, drafts investment proposals (client reception, meetings, business trips, events etc.)

Ensures coverage in case of own absences

Actively helps managing risk (support first line of defence), i.e. in client documentation, by raising concerns, following up on issues and by escalating when in doubt

Ensures adherence to local regulations and compliance with internal policies and standards (e.g. new account openings, payment instructions, reviewing client phone calls or signing off at own level of competence etc.) in collaboration with the respective RMs and TH

Ensures timely clearance of pending items and escalated deficiencies

Ensures appropriate ethical and compliant behaviour in his/her area of responsibility

Ensures correct, meaningful and understandable documentation of client interaction/client orders in the corresponding tool (e.g. CRM, DiAS)

YOUR PROFILE

Bank apprenticeship

At least 3 years of working experience as an Assistant Relationship Manager in a Bank or Financial Institution

Knowledge and business proficiency in global financial markets, interest in market developments and industry trends

Good understanding of relevant products, services as well as tools in Private Banking

Proven track record in servicing banking clients with complex needs (on boarding of new clients, maintaining and extending current relationships)

Several years of experience in Compliance topics and is aware of current regulations and KYC related needs

Operate proficiently Microsoft Office for working on regular presentation preparations, spreadsheets

Strong organizational skills

Fluency in German and English (oral and written) is a must

Service oriented, discreet and responsible

Friendly, open personality, well-presented and professional appearance

Able to work independently, well organized, swift and accurate even when under pressure

We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site .

Is this not quite what you are looking for? Set up a job alert by creating a candidate account here .