Relationship Management Assistant

Contact Name: Karen Martin
Contact Email: karen.martin@juliusbaer.com
Contact Telephone: +44 ( 0) 1481 702717 or M +44 (0) 7781154955
Job Type: Permanent
Job Location: Guernsey

                                           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.

                                                         Your challenge

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.

                                                         Requirements

 

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 karen.martin@juliusbaer.com 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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