Assistant Relationship Manager Private Banking 100% / Located In Milano (M/F/D) Milano

Assistant Relationship Manager Private Banking 100% / Located In Milano (M/F/D)
Milano
Lombardia, Milano

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 Assistant Relationship Manager Private Banking is a key member of the team within Private Banking.

He/she supports the Relationship Manager and Team Head in all tasks related to the delivery of excellent service to the clients.

YOUR CHALLENGEAssist Relationship Managers (RM) in the day-to-day work servicing clients and handling administrative issuesAttend incoming calls and ensure that always a prompt service is providedHandle the account openings for new clients as well as account maintenance to existing clients including implementation of agreed fees and monitoring of applied feesEnsure efficient and prompt handling of orders, trades, transactions, payments etc.

received from the client directlyMonitor the maturity list for deposits, loans, trades; take action where instruction is standard, seek instructions (from RM or client) if necessary and requiredMaintain and update records of client instructions, client details and preferencesProvide clients with information and data in verbal and/or written form, without giving advice or statement of opinion/no judge valueLiaise with other RM-Teams, Operations & ITEnsure always adherence to compliance, legal guidelines, internal rules, regulations & policies etc. YOUR PROFILERelevant higher educational and professional background e. g.

Bachelor's Degree or banking apprenticeship combined with first work experience and/or relevant internal trainingSuccessfully passed the relevant regulatory online training for RMA information giversSome experience as a self-motivated Assistant to a Relationship Manager or in the area of portfolio management/investment advisoryUnderstand the key characteristics, risks, and features of those investment products availableUnderstand the characteristics, scope, and total amount of costs and charges to be incurred by the client in the context of transactions in an investment product, investment services or ancillary servicesUnderstand how financial markets function, the structure and how they affect the value and pricing of investment products which information will be provided to the clientUnderstand the impact of economic figures, national/regional/global events on markets and on the value of investment products which information will be provided to the clientUnderstand the difference between past performance and future performance scenarios as well as the limits of predictive forecastingUnderstand issues relating to market abuse and anti-money launderingAssess data relevant to the investment products on which will be provided to the client, such as Key Investor Information, Documents, prospectuses, financial statements or financial dataBasic knowledge of valuation principles for the type of investment products in relation to the information which will be provided to the clientAble to work independently, well organized, swift and accurate even when under pressureService oriented, discreet and responsibleFriendly, open personality, well-presented and professional appearanceVery good oral and written language skills in Italian and English and relevant market related language skillsWe are looking forward to receiving your full job application through our online application tool.

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