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.
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.
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
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.
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