6 beste Stellen als front office in monteceneri ti – aktuell auf Personalsuche

Assistant Relationship Manager Intermediaries 100% (f/m/d)
Julius Baer —Lugano, TI
- 100%
- Englisch
- Microsoft Office
- Kommunikationsfähigkeit
Rezeptionist(in)
Best Western Hotel Bellevue au Lac —Lugano, TI
- Arbeitgeber anrufen
- Spanisch
- Englisch
3 Tage
Offering Manager & Client Administrator
Avaloq —Bioggio, TI
- 100%
- Hybrides Arbeiten
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Direkt bewerben
Reception Manager
Best Western Hotel Bellevue au Lac —Lugano, TI
- Spanisch
- Englisch
- PC-Kenntnisse
3 Tage
Sales-Marketing & Guest Relations Manager
Best Western Hotel Bellevue au Lac —Lugano, TI
- Englisch
3 Tage
Software Developer – Output Management specialist for Archive and Infrastructure
Avaloq —Bioggio, TI
- 100%
- Informatik
- Oracle
- Management-Erfahrung
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Assistant Relationship Manager Intermediaries 100% (f/m/d)

Julius Baer -
Lugano, TI

Jetzt bewerben

Details zur Stelle

100% | Pensum: 90-100%

Qualifikationen

Englisch
Microsoft Office
Italienisch
Kommunikationsfähigkeit
Deutsch

Vollständige Stellenbeschreibung

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
Excellent language skills (verbal and written) in Italian and English. German is an asset
Very good MS Office skills

Education & Experience

Relevant educational (bank apprenticeship or equivalent) and professional background (work experience in the financial industry)
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

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

Jetzt bewerben

Erweiterte Suche

front office Jobs in monteceneri ti

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

Rezeptionist(in)

Offering Manager & Client Administrator

Reception Manager

Sales-Marketing & Guest Relations Manager

Software Developer – Output Management specialist for Archive and Infrastructure

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