Assistant Relationship Manager 100%
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• Support RMs/GH in client interactions and all related tasks (systems, processes, files, documents) with precision and timeliness
• Customize client requests (reporting, statistics, mailings)
• Manage RM/TH calendars, prepare client meetings, organize business trips, post-process meetings/travel for RMs/TH
• Compile presentations and support marketing activities (client receptions, meetings, events)
• Regularly collect and exchange relevant information required for the role
• Process operational transactions for Intermediaries and end-clients (e.g., investment instructions, payments, loan requests, account openings)
• Collaborate on trouble-shooting within the team to resolve issues Responsabilidades
• Affinity with the geographic markets covered and familiarity with legal/regulatory environment
• Good understanding of Wealth Management products and services, especially for Intermediaries
• Basic knowledge of global financial markets and current industry developments
• Excellent situational adaptability and ability to work with diverse clients and RMs
• Discretion and strong risk awareness in handling sensitive information
• High service orientation and client servicing passion
• Excellent communication skills and stakeholder engagement
• Open, approachable demeanor and interest in process improvement
• Systematic, precise, and diligent work style; ability to perform under pressure
• Personal integrity, ethical behavior, and teamwork
• Proficient English (verbal and written) and proven client servicing experience
• Decisive and results-oriented; strong organizational skills Requisitos principales •
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Assistant Relationship Manager 100%
Hace 1 día
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Assistant Relationship Manager 100%
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Assistant Relationship Manager 100%
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Madrid, Comunidad de Madrid, España Julius Bär Jornada completaExperteer Overview Puede obtener más detalles sobre la naturaleza de esta vacante y lo que se espera de los solicitantes leyendo la información a continuación. In this role you support Relationship Managers and Group Heads in daily operations, client care, and relationship management within the Intermediaries sector. You enable efficient client...
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Comunidad de Madrid, Comunidad de Madrid, España Bank Julius Bär & Co. Ltd. Jornada completaAt 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...
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madrid, comunidad de madrid, España Julius Baer Jornada completaJulius 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...
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Comunidad de Madrid, Comunidad de Madrid, España Julius Baer Jornada completaJulius 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...
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