About the role

Aplyr's Quick Take

This role is primarily about providing administrative support to a Relationship Manager in wealth management. You'll handle onboarding clients, maintain documentation, process transactions, and assist with various requests related to client accounts. It's an individual contributor role focused on operational tasks rather than client-facing interactions.

Good fit

Ideal candidates are detail-oriented individuals with a background in banking or finance, likely with 1-3 years of experience. Strong communication skills and the ability to work under pressure are essential for success in this fast-paced environment.

Worth noting

The role involves a significant amount of administrative work, which may not appeal to those looking for a more client-facing position. The emphasis on compliance and documentation suggests a structured environment, which could be a red flag for those seeking flexibility.

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 supports the Relationship Manager (RM) with their Intermediary and end-client related administrative tasks. Responsibilities include handling the on boarding of end-client relationships, as well as maintaining contracts and documentation in the respective systems. The Assistant provides prompt and complete assistance to the RM, tracks dossiers and follow up documentation. The RM relies on the Assistant to process various requests and enquiries, e.g. relating to Portfolio Reporting, Legal & Compliance, Tax, Structures, Credits, etc.

The Assistant is involved in the on-going information exchange with the RM and Team Leader regarding the course of business. The Assistant is also responsible for accurate, efficient and timely processing of payments, trade orders, as well as documenting EAM / end-client instructions and performing call-backs.

YOUR CHALLENGE

Key Areas of Responsibility & time allocation

Acquisition Management: 5%
Relationship Management: 20%
Service Management: 60%
People & Performance Management: 5%
Risk Management: 10%

Key Tasks of this Role:

Administrative support to the RM and Team Leader
Opening & closing of Intermediary relationships and technical relationship maintenance
Opening & closing of end-client accounts
Ensuring client KYC records are maintained to the highest standards
Trouble shooting and close bank-internal cross-teams/divisions collaboration
Support with the completion of client periodic reviews and trigger events
Operational support to the RM in Intermediary relationship maintenance and servicing
Processing of Intermediary / end-client instructions / enquiries incl. signature check & quality assurance
Execution of single & bulk order trades, payments, forex transactions, fixed deposits, etc.
Documentation of e-mail & telephone instructions and tracking of dossiers
Performing call-backs
Training Intermediaries to use Baer®Online and support them via "Baer®Online Hotline

YOUR PROFILE

Personal and Social

Excellent communication skills ( Good Telephone/Written manner )
High customer service standards
Excellent Team player and enjoy working in such an environment
Hard working and dedicated individual
Works well under pressure

Professional and Technical

Relevant banking, compliance and/or asset management, investment experience - back and front office
Microsoft Office i.e. Outlook, Word & Excel, familiarity with Client Relationship Management software

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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Aplyr's read

Julius Baer is a leading Swiss private bank focusing on wealth management for high-net-worth clients, attracting talent in finance, compliance, and technology.
Synthesized from recent postings & public sources

What's promising

•Strong reputation in private banking enhances client trust and loyalty.
•Global presence offers diverse career opportunities across regions.
•Focus on technology and innovation supports modern banking solutions.

What to watch

•High reliance on high-net-worth clients can increase vulnerability to economic downturns.
•Regulatory scrutiny in the financial sector may impact operations.
•Intense competition in private banking could pressure profit margins.

Why Julius Baer

•Swiss heritage provides a stable and prestigious brand image.
•Specializes in personalized wealth management for affluent individuals.
•Emphasis on compliance and risk management ensures robust operational integrity.

Aplyr’s read is generated by AI from public sources. Was it useful?

About Julius Baer

Julius Baer

juliusbaer.com

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Julius Baer is a Swiss private banking group that specializes in wealth management and private banking services for high-net-worth individuals and families.