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Assistant Relationship Manager

On-site in Madrid·Full-time·Added yesterday

Still open when we checked on 8 Oct

Julius Baer

26 open roles

Overview

Job details

  • Full-time

    Per the ad.

Requirements

  • Have the right to work in Spain

    Julius Baer doesn't mention sponsorship in the ad.

  • Work in English

    English is required, per the ad.

  • Work on-site in Madrid

    No relocation package mentioned.

Skills

Requirements

What we're looking for

- Sound affinity with the geographic market(s) covered, i.e. familiar with the legal and regulatory environment as well as cultural awareness

- Good understanding of relevant products and services in Wealth

- Management with focus on the Intermediaries market

- Basic knowledge of global financial markets and current developments in the industry

- Excellent situational adaptability (able to work with RMs and clients from diverse backgrounds)

- Ability to handle sensitive situations reliably and discreetly, with high level of risk awareness

- Highly service oriented and passionate about client servicing

- Excellent communication skills

- Open, approachable and displays genuine interest in people and in improving processes

- Systematic, precise and diligent working style and the ability to perform under pressure

- Personal integrity and ethical behaviour

- Team player

- Great knowledge of English (verbal and written)

- Proven communication skills to deal with clients and internal/external stakeholders on different management levels

- Proven track record in servicing banking clients with complex needs

- Decisive and result-oriented person

- Strong organisational skills

The role

As an Assistant Relationship Manager (ARM) Intermediaries you will be responsible of supporting one or more Relationship Manager(s) (RM)/ Group Head(s) (GH) in daily operations, administration, client care and relationship management. The ARM interacts with internal as well as external stakeholders, provides clients with relevant information and supports the RM in implementing customized solutions.

What you'll do

- Supports RMs/TH in client interaction and all related tasks (systems, processes, files, documents etc.) with high-quality, precision and timely responsiveness

- Customizes client requests (reporting, statistics, mailings etc.)

- Manages the RM/TH's calendar, prepares client meetings, organizes business trips, completes the post processing of client calls, client meetings or business trips for RMs/TH

- Compiles presentations and supports marketing activities if needed (client reception, meetings, business trips, events etc.)

- Regularly collects and exchanges relevant information necessary for the job

- Carries out with precision and within the required deadlines all transactions related to the operational activities generated by the Intermediaries and their end-clients, e.g. investment instructions, payments, loan requests, special conditions, account openings, etc.

- Responsible for the trouble-shooting activity within the Team together with the other ARMs

Hiring process

2 steps1 interviewa task to do
  1. Online application

  2. Application review

  3. Pre-recorded video interview

    Video call · Not every role

    Used for certain jobs such as graduate positions, internships and roles that need presentation skills.

  4. First interview

    Arranged if your profile aligns with the job description.

  • Applications are usually reviewed within the first few days, later when there is an application deadline.
  • Every applicant receives a decision regardless of the outcome.

Hiring process

We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site.

Is this not quite what you are looking for? Set up a job alert by creating a candidate account here.

About Julius Baer

Julius Baer is a Swiss private banking group headquartered in Zurich, specializing in wealth management and advisory services for private clients. Founded in 1890, the bank operates globally with a strong presence in Europe, Asia, and the Middle East, managing assets for high-net-worth individuals. It is one of Switzerland's leading private banks, known for its personalized service and comprehensive financial solutions.

In Spain, Julius Baer has established a technology and operations hub, with a significant number of open roles in IT and engineering, including positions for ServiceNow developers, AI engineers, and full-stack developers. The bank's Spanish presence is centered in Barcelona, where it leverages local tech talent to support its global digital transformation initiatives. For international professionals, Julius Baer offers a dynamic work environment with opportunities to work on cutting-edge financial technology projects, while being part of a prestigious global banking brand.

Industry
Private Banking
Founded
1890
Employees
5,000–10,000
Headquarters
Zurich, Switzerland
In Spain
Barcelona

Good to know if you are moving

  • Julius Baer has a significant technology hub in Barcelona, Spain, with many IT roles in software engineering, AI, and cloud infrastructure.
  • The bank offers a global work environment with opportunities to collaborate with teams across Europe and other regions.
  • As a Swiss private bank, Julius Baer provides a prestigious and stable employer brand, with a strong focus on professional development.
  • Many of the open roles in Spain are in IT and engineering, indicating a growing tech presence in the country.
  • The company supports flexible work arrangements, including remote work options for some positions.

In their own words

About the company & team

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.

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