Assistant Relationship Manager 100% (f/m/d)
At a glance
Manager-level Account Management role at Julius Baer. Madrid · full-time · no salary stated · we estimate €56,331–€71,945 across Spain.
Julius Baer has not published a salary for this role. The figure below is our estimate, not theirs.
growthroles summary, based on the employer's posting.
What you'll do
- Back relationship managers and group heads with client work, records, systems and day-to-day administration
- Tailor client reports, statistics and mailings to each request
- Coordinate calendars, prepare meetings and trips, then handle follow-up after calls, meetings and travel
- Process intermediary and end-client instructions, payments, loan requests and account openings accurately and on deadline
- Resolve team operational issues with the other assistant relationship managers
What you bring
- You have a track record serving banking clients with complex needs
- You bring strong English for speaking and writing, plus proven communication with clients and internal or external stakeholders
- You understand wealth products and services, especially for intermediaries, and have basic knowledge of global financial markets
- You know the legal and regulatory setting and culture of the geographic markets you cover
Who this fits
This role suits a precise, organized client-service professional who handles sensitive matters discreetly and stays composed under pressure. You'll work alongside relationship managers and clients from varied backgrounds, supporting intermediary relationships in daily operations.
From the employer
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
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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