Assistant Relationship Manager
Updated: March 06, 2024 09:54 PM GMT
Full-time Job in Saint Peter Port
Julius Baer
St. Peter Port, GuernseyAt 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 Relationship Management Assistant (RMA) provides key support to the Relationship Managers to achieve the Bank’s goals. The role is varied and demands both technical and operational knowledge, as well as good inter-personal and communication skills.
The Relationship Manager (RM) is the primary point of contact between the client and the Bank. They act externally as an ambassador for the Bank and are internally a role model. RMs and RMAs form the Relationship Management team which is responsible for the proactive and autonomous management of a portfolio of High Net Worth private clients. This entails the delivery of comprehensive wealth management solutions to meet the clients’ needs, as well as dealing with routine enquiries and transactions... More Detail
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