Assistant Relationship Manager Intermediaries 100% (m/f/d)

Julius Baer is hiring an Assistant Relationship Manager Intermediaries 100% (m/f/d). Level rates it ; you can apply on Julius Baer.

Level's read on this job

On Level's scale, this role is Little AI ●○○○: aI is not part of the work.
Level lists 191 other open roles at Julius Baer.
The role was posted in the last few days.

AI in this role

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 Team and the Relationship Managers (RMs) with all Intermediaries & FO and end-client requests on trading and operational aspects - with the objective to ensure seamless operations and fast, competent and complete responses. Responsibilities include order placement, handling of client requests, payment execution and placement of loans and deposits. Accuracy and timeliness are paramount, with effective handling of enquiries and data provision, plus escalation to senior colleagues where necessary. The RM relies on the Assistant to help promote and service the e-channels dedicated to the Intermediaries & FO and to process the related requests and enquiries.
The Assistant is involved in the ongoing information exchange with RMs, plus both internal and external stakeholders in course of business with the clients. As such, they are a role model for professional, competent and high-quality client care and the foundation of our successful Front teams.

YOUR CHALLENGE

Client Adminstration & Management

Supports the RM and team in client interaction in all respects
Attends to incoming calls and takes prompt action
Maintains and updates records of client instructions, details, and preferences. Creates system-based reports for the RM
Provides clients with verbal and/or written information and data, giving neither advice nor any statement of opinion as value judgement
Processes orders, trades, transactions, payments placement (outside e-channels) and handles and executes clients’ requests
Helps to promote the usage and adoption of our dedicated Intermediaries & FO e-channels
Monitors the maturity list for deposits, loans, trades; takes action where instruction is standard, seeks instructions (from RM or client) if necessary and required

Business Management

Organises and follows up client meetings, including logistics and document preparation
Supports the RM in investigations and troubleshooting, maintaining close bank-internal cross-team/unit collaboration

Risk Management

Full adherence at all times to compliance, legal guidelines, internal rules, regulations and policies
Is a first line of risk defence, through raising concerns, following up on issues and escalating as necessary

YOUR PROFILE

Personal & Social Skills

Excellent organisational skills, able to work swiftly, independently within the Assistant RM scope and accurately even when under pressure
Proactive, friendly and solution- as well as customer-oriented attitude
Strong team player with excellent communication skills
Professional appearance and impactful
High personal integrity and risk awareness/ethical mindset

Professional

Foundational knowledge of financial markets: structure, function and legal/regulatory environment as well as industry awareness
Basic understanding of relevant products and services applicable to EAM clients, plus valuation principles
Strong fluency in English (oral and written) and other languages according to the market requirement
Very good MS Office skills

Education & Experience

Excellent organisational skills, able to work swiftly, independently within the Assistant RM scope and accurately even when under pressure
Proactive, friendly and solution- as well as customer-oriented attitude
Strong team player with excellent communication skills
Professional appearance and impactful
High personal integrity and risk awareness/ethical mindset

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How we rate this

Assistant Relationship Manager Intermediaries 100% (m/f/d) at Julius Baer rates 39 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.

Classification

Little AI. AI is not part of the work.

●●●● Builds AI80 to 100
●●●○ Works on AI60 to 79
●●○○ Uses AI40 to 59
●○○○ Little AI0 to 39

Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.

Key facts

Assistant Relationship Manager Intermediaries 100% (m/f/d) is an open job at Julius Baer.
Level rates this role AI Level 1 of 4: Little AI.
The role is based in Luxembourg.
The job was posted on October 29, 2026.
Applications are handled by Julius Baer. Apply on Julius Baer