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Assistant Relationship manager
JULIUS BAER
Dubai, UAE
Full-time
Onsite
Discovered 3 weeks ago
Private banking products and servicesClient servicingClient administrationCRM and DiASGlobal financial marketsFinancial-services compliance
Free
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Ready to ScanKey skills for this role
Private banking products and servicesClient servicingClient administration
Role Overview
The Assistant Relationship Manager supports one or more Relationship Managers or Group Heads in daily operations, administration, and client management.
The role provides clients with relevant information and supports the implementation of customized solutions.
The role helps the team manage, develop, and grow its client base while channeling client feedback to relevant departments.
Key Skills for This Role
Private banking products and servicesClient servicingClient administrationCRM and DiASGlobal financial marketsFinancial-services compliance
Full Job Posting
Role Overview
The Assistant Relationship Manager supports one or more Relationship Managers or Group Heads in daily operations, administration, and client management.
The role provides clients with relevant information and supports the implementation of customized solutions.
The role helps the team manage, develop, and grow its client base while channeling client feedback to relevant departments.
Client Administration and Management
- Support Relationship Managers and Group Heads in client interactions and related systems, processes, files, and documents.
- Customize client requests, including reporting, statistics, and mailings.
- Manage calendars, prepare client meetings, organize business trips, and complete post-processing activities.
- Compile presentations and support investment proposals and marketing activities when needed.
- Provide coverage during absences.
Business Management
- Collect and exchange information necessary for the role.
- Conduct reviews, plan work, and document activities.
- Support projects and initiatives in alignment with the Group Business Manager.
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