Assistant Relationship Manager
Julius Baer(8 days ago)
About this role
The Assistant Relationship Manager at Julius Baer provides support to Relationship Managers in daily operations, client interaction, and administrative tasks. The role involves ensuring high-quality client service, assisting in managing client portfolios, and supporting business processes within a wealth management environment.
Required Skills
- Client Management
- Financial Services
- Communication
- Organization
- Compliance
- CRM
- Investment Proposals
- Client Servicing
- Regulatory Knowledge
- Teamwork
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