Assistant Relationship Manager
Julius Baer(8 months ago)
About this role
An Assistant Relationship Manager (ARM) at Julius Baer plays a crucial role in supporting the Relationship Manager and Group Head in daily operations, client care, and relationship management within the Private Banking sector. The ARM is responsible for processing client instructions and handling inquiries, ensuring excellent service delivery while maintaining effective communication and administration.
Required Skills
- Client Interaction
- Administrative Support
- Risk Management
- Presentation Preparation
Qualifications
- BS in Finance
- CACS Papers 1 and 2
- CMFAS Modules 1B, 5, 6A, 8A
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