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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.
Service clients in the day-to-day work and handle administrative issues
Attend incoming calls and e-mails and ensure that always a prompt action is taken
Handle the account openings for new clients as well as account changes to existing clients
Ensure efficient and prompt handling of orders, trades, transactions, etc.
Monitor the maturity list for deposits, loans, trades; take action where instruction is standard, seek instructions (from RM or client) if necessary and required
Maintain and update records of client instructions, client details and preferences
Provide clients and Relationship Manager with information and data in verbal and/or written form as needed/requested
Liaise with other RM-Teams, IC-Sales, Treasury & Trading, Operations & IT
Ensure always adherence to compliance, legal guidelines, internal rules, regulations & policies etc.
Several years of experience as a self-motivated and flexible Assistant
Knowledge in and understanding of investment products
Able to work independently, well organized, swift and accurate even when under pressure
Service oriented, discreet and responsible
Friendly, open personality, well-presented and professional appearance
Strong organizational skills
Operate proficiently Microsoft Office for working on regular presentation preparations, spreadsheets
Very good oral and written language skills in English, German. French, Italian and Spanish are a plus
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.
Internal Number: 6097786
About Bank Julius Bär & Co. Ltd
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