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At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.

The Relationship Management Assistant (RMA) provides key support to the Relationship Managers to achieve the Bank’s goals. The role is varied and demands both technical and operational knowledge, as well as good inter-personal and communication skills.

The Relationship Manager (RM) is the primary point of contact between the client and the Bank. They act externally as an ambassador for the Bank and are internally a role model. RMs and RMAs form the Relationship Management team which is responsible for the proactive and autonomous management of a portfolio of High Net Worth private clients. This entails the delivery of comprehensive wealth management solutions to meet the clients’ needs, as well as dealing with routine enquiries and transactions. Professionalism and responsiveness are key.

The RMA assists the RMs in their acquisition of new client relationships and in their delivery of clients’ feedback, regarding products and services to the relevant specialists within the Bank. This ensures continuous improvement and adaptation in line with market trends.

YOUR CHALLENGE

  • Managing e-mail and telephone calls
  • Assist the Relationship Managers with all aspects of account opening from providing the blank set of documentation to answering any questions with regards to the completion of the documents. Once the documentation has been received the RMA would also do the following:
  • Review the documentation for completeness
  • Review and confirm that sufficient information is contained within the client profile / KYC / Investment Profile to proceed with the account opening.
  • Undertake the initial risk assessment and liaise with Risk Legal & Compliance and Client Documentation Services to arrange for the sign off of risk and also open the account.
  • Arrange client access to eBanking.
  • Control client transactions, including:
  • Payment control and authorisation i.e. independent verification of signatures, check balances and credit warnings, consider due diligence on the transaction, making such further enquiry of the RM as may be required and if necessary arrange account to be sufficiently covered
  • Security trading
  • Foreign exchange transactions
  • Fixed deposits
  • Post Transaction Alert Management – review alerts in CRM and analyse information given by RM against profile held for completeness, making such further enquiry of the RM as may be required.
  • Corporate Actions – Answer any queries received from the RM/Client on Corporate Actions.
  • Regular risk / documentation reviews and follow up.
  • On-going Compliance and Admin tasks which include KYC, CDD updates, regular and objective AML and risk assessments.
  • Chasing outstanding documentation from RM/Client.
  • Account Closing.
  • Ad-Hoc Projects for Bank/Department.

YOUR PROFILE

Personal and Social

  • Excellent verbal and written communication skills
  • Be able to establish and maintain a good working relationship with clients and other departments within Guernsey / Julius Baer Locations

Professional and Technical

  • A Guernsey Financial Advice Standard (GFAS) Level 4 qualification is required for this role though candidates who are currently studying for this are encouraged to apply. For the right individual there is the opportunity to progress into a Relationship Manager role and support will be given to study for a GFAS Level 6 qualification as part of their development
  • IT Skills include: Microsoft Office i.e. Outlook, Word & Excel, Host, CRM, On Demand and OTMS

We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site.

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Confirmed 10 hours ago. Posted 21 days ago.

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