Relationship Management Assistant
Julius Baer is the leading Swiss Private banking group with a focus on servicing and advising
sophisticated private clients and a premium brand in global wealth management. That is why a comprehensive
range of services and first-class service quality are essential - as are committed
teams that provide them. The Relationship Management Assistants are an integral part of the client-facing team.
Primary responsibilities will be to provide wide-ranging support services to the Relationship Managers. Duties will include managing e-mail and telephone calls: controlling client transactions, payment control and authorisation: client due diligence, account opening and maintenance of client master data and documentation. Securities related activity will include initiating securities deliveries and receipts, and some buying and selling of global securities.
Good telephone manner/Written manner
Be able to establish and maintain a good working relationship with other departments within Guernsey and other locations.
5 years banking experience - back and front office
competent user of Microsoft office i.e. Outlook, Word & Excel and a sound knowledge on in- house client relationship management applications.
Julius Baer is committed to providing clients with excellent service, and a positive work environment for its employees. Competitive remuneration packages commensurate with candidates experience are on offer.
If you wish to be considered for this role and have the personal qualities and experience necessary, for full details and how to apply please visit our website:https//www.juliusbaer.comcareers, or in the first instance contact Mrs Karen martin Head of HR at firstname.lastname@example.org or telephone:
+44 0o) 1481 702717 or M +44 (0) 7781154955
Bank Julius Baer & Co Ltd, Guernsey Branch is licensed in Guernsey to provide banking and investment services and is regulated by the Guernsey Financial Services Commission.
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