Assistant relationship manager Work, Jobs in Hall, Gsy (with Salaries)

Assistant Relationship Manager
Julius Baer —Saint Peter Port
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
11d
Assistant Manager, Risk and Compliance
Aon Corporation —Saint Peter Port
- Full-time
- Hybrid work
- Microsoft Office
- Administrative experience
- IT
Assistant Nursery Manager
Busy Bees —Guernsey
- £42,000 a year
- Full-time
- Administrative experience
- Supervising experience
- Organisational skills
9d
Assistant Vice President
Apex Group —Saint Peter Port
- Full-time
- Accounting
- Organisational skills
- Financial services
10d
Company Secretary Assistant Manager
Apex Group —Saint Peter Port
- Full-time
- Microsoft Word
- Microsoft Excel
- Communication skills
Higher Level Teaching Assistant
Diocese of York —Forest
- Travel
- No travel
- Leadership
- Free parking
- Employee assistance programme
Optical Assistant
Boots —Guernsey
- Weekend availability
- Employee assistance programme
- Employee discount
Assistant Vice President - KYC
Apex Group —Saint Peter Port
- Full-time
- Bachelor's degree
- Leadership
Café & Service Counters, Supermarket Assistant Guernsey
Waitrose & Partners —Rohais Manor
- £15.07 an hour
- Part-time
- Hospitality
- Café
- Communication skills
3d
Company Secretarial - Senior Associate
Apex Group —Saint Peter Port
- Full-time
- IT
- Leadership
- Time management
10d
Outreach Mentor/LSA
Elementa Support Services —Saint George
- £122.80 a day
- Full-time
- Mentoring
- School
Assistant Vice President - Financial Reporting
Apex Group —Saint Peter Port
- Full-time
- Accounting
- Organisational skills
- Financial services
VacancyTitle: Care Worker
Housing 21 —Saint George
- £13.48 an hour
- Full-time
- English
- Care plans
- No travel
- Annual leave
- Employee assistance programme
2d
VacancyTitle: Care Worker - Nights
Housing 21 —Saint George
- £13.48 an hour
- Full-time
- English
- Care plans
- No travel
- Annual leave
- Employee assistance programme
3d
Midday Supervisory Assistants x 2
Diocese of York —Forest
- Monday to Friday
- Travel
- No travel
- Leadership
- Free parking
- Employee assistance programme
9d

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Assistant Relationship Manager
Julius Baer —Saint Peter Port
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Assistant Relationship Manager

Julius Baer -
Saint Peter Port

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Job details

Full-time
11 days ago

Qualifications

Microsoft Word
Microsoft Excel
Microsoft Outlook
Microsoft Office
Communication skills

Full job description

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 supports the Relationship Manager (RM) with their Intermediary and end-client related administrative tasks. Responsibilities include handling the on boarding of end-client relationships, as well as maintaining contracts and documentation in the respective systems. The Assistant provides prompt and complete assistance to the RM, tracks dossiers and follow up documentation. The RM relies on the Assistant to process various requests and enquiries, e.g. relating to Portfolio Reporting, Legal & Compliance, Tax, Structures, Credits, etc.

The Assistant is involved in the on-going information exchange with the RM and Team Leader regarding the course of business. The Assistant is also responsible for accurate, efficient and timely processing of payments, trade orders, as well as documenting EAM / end-client instructions and performing call-backs.

YOUR CHALLENGE

Key Areas of Responsibility & time allocation

Acquisition Management: 5%
Relationship Management: 20%
Service Management: 60%
People & Performance Management: 5%

Key Tasks of this Role:

Administrative support to the RM and Team Leader
Opening & closing of Intermediary relationships and technical relationship maintenance
Opening & closing of end-client accounts
Ensuring client KYC records are maintained to the highest standards
Trouble shooting and close bank-internal cross-teams/divisions collaboration
Support with the completion of client periodic reviews and trigger events
Operational support to the RM in Intermediary relationship maintenance and servicing
Processing of Intermediary / end-client instructions / enquiries incl. signature check & quality assurance
Execution of single & bulk order trades, payments, forex transactions, fixed deposits, etc.
Documentation of e-mail & telephone instructions and tracking of dossiers
Performing call-backs
Training Intermediaries to use Baer®Online and support them via "Baer®Online Hotline

YOUR PROFILE

Personal and Social

Excellent communication skills ( Good Telephone/Written manner )
High customer service standards
Excellent Team player and enjoy working in such an environment
Hard working and dedicated individual
Works well under pressure

Professional and Technical

Relevant banking, compliance and/or asset management, investment experience - back and front office
Microsoft Office i.e. Outlook, Word & Excel, familiarity with Client Relationship Management software

We are looking forward to receiving your full job application through our online application tool.

Apply Now

Refine Your Search

assistant relationship manager jobs in hall, gsy

Assistant Relationship Manager

Assistant Manager, Risk and Compliance

Assistant Nursery Manager

Assistant Vice President

Company Secretary Assistant Manager

Higher Level Teaching Assistant

Optical Assistant

Assistant Vice President - KYC

Café & Service Counters, Supermarket Assistant Guernsey

Company Secretarial - Senior Associate

Outreach Mentor/LSA

Assistant Vice President - Financial Reporting

VacancyTitle: Care Worker

VacancyTitle: Care Worker - Nights

Midday Supervisory Assistants x 2

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I want to receive the latest job alerts for assistant relationship manager in hall, gsy

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