Relationship Manager Assistant, Finnish Team
Julius Baer Group Ltd
Luxembourg, Switzerland
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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.

YOUR CHALLENGE

  • Support the Finnish team in the management of their customer portfolio
  • Assist Relationship Managers (RM) in the day-to-day work servicing clients and handling administrative issues
  • Attend incoming calls and ensure that always a prompt action is taken
  • Handle the account openings for new clients as well as account changes to existing clients
  • Monitor the maturity list for deposits, loans, trades; take action were instruction is standard, seek instructions (from RM or client) if necessary and required
  • Maintain and update records of client instructions, client details and preferences
  • Liaise with other RM-Teams, Operations & IT Department
  • Ensure always adherence to compliance, legal guidelines, internal rules, regulations & policies etc.
  • REQUIREMENTS

  • Completed commercial training in banking, minimum bachelor’s degree or equivalent diploma in finance, business administration or economics or adequate professional experience in the banking sector
  • Customer-centric mindset
  • Able to work independently, well organized, swift and accurate even when under pressure
  • Strong customer service orientation and distinctive self-motivation
  • Friendly, open personality, well-presented and professional appearance
  • Very good oral and written language skills in English and Finnish, preferably also fluent in Swedish
  • Please be informed that we will need to ask for a valid criminal record of every candidate by signing an offer with Bank Julius Baer Luxembourg.

    We are looking forward to receiving your full job application through our online application tool. You can find further interesting job opportunities from the Home Page or under Similar Jobs section.

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