BOOKING CENTRE RELATIONSHIP OFFICER

 

BOOKING CENTRE RELATIONSHIP OFFICER

 

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 the committed teams that provide them.

 

The Booking Centre Team provides wide ranging support services to the Relationship Managers in other group offices.

 

 YOUR CHALLENGE

 

  • Primary responsibilities will be to provide wide ranging support services to relationship managers in other group offices requiring frequent contact with our English speaking teams globally.
  • 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 possibly some buying and selling of global securities.

 

 REQUIREMENTS

 

Good Telephone/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 ie Outlook, Word & Excel and a sound knowledge of 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, please send a full career resume with cover letter, either by post or via email, to:

 

Laura Graham Director, Human Resources

 

Bank Julius Baer and Co. Ltd., Guernsey Branch P.O. Box 87, Lefebvre Court, Lefebvre Street, St Peter Port, GY1 4BS

 

laura.graham@juliusbaer.com

 

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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