Assistant Relationship Manager 80 - 100% for Zurich Desk (f/m/d)

Julius Bär · Zürich

The Assistant Relationship Manager supports Relationship Managers in Zurich with daily operations, client care, and risk management within Private Banking. This mid-level role requires banking experience and fluency in German and English.

This position serves as the backbone of Client Relationship Management for the Zurich desk. The Assistant Relationship Manager supports one or more Relationship Managers and Team Heads by handling daily operations, administration, and client care. The role focuses on delivering high-quality service while helping the team manage and grow its existing client base.

Responsibilities

  • Support the first line of defense by actively managing risk, including reviewing client documentation, raising concerns, following up on issues, and escalating matters when necessary.

Requirements

  • Completion of a banking apprenticeship or equivalent educational background.
  • Three to five years of professional experience in a similar banking role.
  • Fluent verbal and written proficiency in both German and English.

About the company

The company values individual qualities and encourages employees to be impactful, entrepreneurial, and empowered. The organization focuses on creating value beyond wealth and shaping the future of wealth management together. The workplace culture is built on the core values of Care, Passion, and Excellence.

  • The company celebrates individual qualities and empowers employees to be impactful and entrepreneurial.
  • The organization focuses on creating value beyond wealth and shaping the future of wealth management.
  • The workplace culture is built on the core values of Care, Passion, and Excellence.

How to apply

Documents to submit:

  • full job application

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