Intermediaries Assistant

2 days ago

Saint Peter Port, United Kingdom Julius Baer Full time

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.

Responsible for the accurate and timely processing of client instructions, as well as the efficient handling of client enquiries, escalating to senior colleagues where necessary.

**YOUR CHALLENGE**:
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 PROFILE**:
**Key Areas of Responsibility**:
**Time Allocation**

Acquisition Management

5%

Relationship Management

20%

Service Management

60%

People & Performance Management

5%

Risk Management

10%

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.
- Performing call-backs
- Training Intermediaries to use Baer®Online and support them via "Baer®Online Hotline

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