Assistant Relationship manager at Julius Baer Group in Dubai

Client Administration & Management

• Supports RMs/GH in client interaction and all related tasks (systems, processes, files, documents etc.) with high-quality, precision and timely responsiveness

• Customizes client requests (reporting, statistics, mailings etc.)

• Manages the RM/GH’s calendar, prepares client meetings, organizes business trips, completes the post processing of client calls, client meetings or business trips for RMs/GH

• Compiles presentations, supports in drafting investment proposals and in marketing activities if needed (client reception, meetings, business trips, events etc.)

• Ensures coverage in case of own absences

Business Management

• Regularly collects and exchanges relevant information necessary for the job

• Conducts reviews, plans, and always documents his/her work

• Supports RM/GH in implementation of projects and initiatives, in close alignment with the Group Business Manager

• Provides professional input proposals for improvements based on experience, incident occurrence or observation

• Manages the expense claim process for RMs/GH

Risk Management & Controls

• Actively helps managing risk (support first line of defense), i.e. in client documentation, by raising concerns, following up on issues and by escalating when in doubt

• Ensures adherence to local regulations and compliance with internal policies and standards (e.g. new account openings, payment instructions, reviewing client phone calls or signing off at own level of competence etc.) in collaboration with the respective RMs, GH and Group Business Manager

• Ensures timely clearance of pending items and escalated deficiencies

• Ensures appropriate ethical and compliant behavior in his/her area of responsibility

• Ensures correct, meaningful and understandable documentation of client interaction/client orders in the corresponding tool (e.g. CRM, DiAS)