Verbier
Il y a 9 heures
Assistant Relationship Manager, Verbier branch, 100%, (f/m/d)
- 16 mars 2026
- 100%
- Verbier
À propos de cette offre
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.
Join Our Prestigious Wealth Management Legacy – Shape the Future with us in Verbier.
Nestled amidst the breath-taking alpine scenery of one of the world’s most iconic destinations, the Verbier branch of Julius Baer offers a unique opportunity to combine professional excellence with an exceptional lifestyle.
As part of one of Switzerland’s most respected private banking institutions, rooted in a legacy dating back to 1890, you will play a pivotal role in delivering bespoke service to discerning clients from across Switzerland and around the globe.
With CHF 521 billion in assets under management as of December 2025, Julius Baer Group Ltd. stands as a global leader in wealth management. Listed on the SIX Swiss Exchange (BAER) and part of the prestigious Swiss Leader Index (SLI), we pride ourselves on our unwavering commitment to client centricity, entrepreneurial spirit, and long-term stability. Present in approximately 25 countries and 60 locations, from Geneva and Hong Kong to London and Dubai, ours is a truly international footprint, anchored in Swiss precision and integrity.
We are seeking a dedicated and detail-oriented professional to join our close-knit, high-performing team in Verbier, a dynamic hub of 18 professionals known for its collaborative culture and strong performance.
In this role as Assistant Relationship Manager, you will provide essential support to Relationship Managers and contribute directly to ensuring a seamless, premium experience for our private banking clients.
Your responsibilities will span trade execution, operational processing, client request handling, payments, loan placements, and daily coordination with internal and external stakeholders, all requiring the highest degree of accuracy, discretion, and efficiency.
YOUR CHALLENGE
Client Administration & Management
- Supports the RM and team in client interaction in all respects
- Responds to incoming calls and takes prompt action
- Maintains and updates records of client instructions, details, and preferences. Creates system-based reports for the RM
- Provides clients with verbal and/or written information and data, giving neither advice nor any statement of opinion as value judgement
- Processes orders, trades, transactions, payments placement (outside e-channels) and handles and executes clients’ requests
- Supports the local teams with cash service and with the reception of the clients on site
- Monitors the maturity list for deposits, loans, trades; acts where instruction is standard, seeks instructions (from RM or client) if necessary and required
Business Management
- Organises and follows up client meetings, including logistics and document preparation
- Supports the RM in investigations and troubleshooting, maintaining close bank-internal cross-team/unit collaboration
Risk Management
- Full adherence at all times to compliance, legal guidelines, internal rules, regulations and policies
- Acts as the first line of risk defence, through raising concerns, following up on issues and escalating as necessary
YOUR PROFILE
- Excellent organisational skills, able to work swiftly, independently within the Assistant RM scope and accurately even when under pressure
- Proactive, friendly, team player and solution-oriented
- Impeccable presentation and communication skills
- Strong integrity, ethics and risk awareness combined with solid client-focused mindset
- Foundational knowledge of financial markets: structure, function and legal/regulatory environment as well as industry awareness
- Strong fluency in English and French (oral and written) and other languages according to the market requirement
- Very good MS Office skills
- Excellent organisational skills, able to work swiftly, independently within the Assistant RM scope and accurately even when under pressure
This is more than just a position, it’s a gateway to personal growth within a globally recognised institution. We offer:
- The distinct advantage of being part of a pure-play Swiss wealth manager with elite market standing
- Exceptional opportunities for professional development, continuous learning, and career progression
- Membership in a successful, established, and supportive local team deeply integrated into the broader Julius Baer network
- Exposure to a diverse, international clientele and collaboration across borders
At Julius Baer, we believe in empowering our people. Here, initiative is valued, expertise is nurtured, and ambition is rewarded. If you are driven by quality, thrive in a structured yet agile environment, and aspire to grow alongside one of the finest names in private banking—we invite you to bring your talent to Verbier.
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 .
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