{"id":3482329,"url":"https://alion.io/job/julius-baer-assistant-relationship-manager-intermediaries-mfd","title":"Assistant Relationship Manager Intermediaries (m/f/d)","company":{"id":3384,"name":"Julius Baer","domain":"juliusbaer.com","url":"https://alion.io/company/juliusbaer","size_band":"5000+","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":79,"open_postings":28,"ghost_share":0,"stale_share":0.821,"repost_share":0,"time_to_fill_p50_days":31,"computed_at":"2026-11-11T05:49:22Z"}},"role":"Sales","role_family":"Sales","seniority":null,"employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Luxembourg City, Luxembourg"],"countries":["LU"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-10-29T20:31:36Z","employer_posted_date":"2026-10-29","last_verified_at":"2026-11-11T23:54:15Z","board_verified":true,"closed_at":null,"days_open":13,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":13},"description":"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.\nThe Assistant supports the Team and the Relationship Managers (RMs) with all Intermediaries & FO and end-client requests on trading and operational aspects - with the objective to ensure seamless operations and fast, competent and complete responses. Responsibilities include order placement, handling of client requests, payment execution and placement of loans and deposits. Accuracy and timeliness are paramount, with effective handling of enquiries and data provision, plus escalation to senior colleagues where necessary. The RM relies on the Assistant to help promote and service the e-channels dedicated to the Intermediaries & FO and to process the related requests and enquiries.The Assistant is involved in the ongoing information exchange with RMs, plus both internal and external stakeholders in course of business with the clients. As such, they are a role model for professional, competent and high-quality client care and the foundation of our successful Front teams.\nYOUR CHALLENGE\nClient Adminstration & Management\nSupports the RM and team in client interaction in all respects\n\nAttends to incoming calls and takes prompt action\n\nMaintains and updates records of client instructions, details, and preferences. Creates system-based reports for the RM\n\nProvides clients with verbal and/or written information and data, giving neither advice nor any statement of opinion as value judgement\n\nProcesses orders, trades, transactions, payments placement (outside e-channels) and handles and executes clients’ requests\n\nHelps to promote the usage and adoption of our dedicated Intermediaries & FO e-channels\n\nMonitors the maturity list for deposits, loans, trades; takes action where instruction is standard, seeks instructions (from RM or client) if necessary and required\n\nBusiness Management\nOrganises and follows up client meetings, including logistics and document preparation\n\nSupports the RM in investigations and troubleshooting, maintaining close bank-internal cross-team/unit collaboration\n\nRisk Management\nFull adherence at all times to compliance, legal guidelines, internal rules, regulations and policies\n\nIs a first line of risk defence, through raising concerns, following up on issues and escalating as necessary\n\nYOUR PROFILE\nPersonal & Social Skills\nExcellent organisational skills, able to work swiftly, independently within the Assistant RM scope and accurately even when under pressure\nProactive, friendly and solution- as well as customer-oriented attitude\nStrong team player with excellent communication skills\nProfessional appearance and impactful\nHigh personal integrity and risk awareness/ethical mindset\nProfessional\nFoundational knowledge of financial markets: structure, function and legal/regulatory environment as well as industry awareness\nBasic understanding of relevant products and services applicable to EAM clients, plus valuation principles\nStrong fluency in English (oral and written) and other languages according to the market requirement\nVery good MS Office skills\nEducation & Experience\nExcellent organisational skills, able to work swiftly, independently within the Assistant RM scope and accurately even when under pressure\nProactive, friendly and solution- as well as customer-oriented attitude\nStrong team player with excellent communication skills\nProfessional appearance and impactful\nHigh personal integrity and risk awareness/ethical mindset\nWe arelooking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site.\nIs this not quite what you are looking for? Set up a job alert by creating a candidate account here.","description_format":"text","description_chars":3906,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[{"language":"English","level":"Advanced (C1)","optional":false}]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Commercial & Retail Banks","Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-10-29T20:31:36Z"}],"visa":[],"liveness":{"score":55,"band":"ok","label":"Likely open","p_open":1,"p_active":0.612,"p_room":0.9,"age_days":12,"expected_fill_days":31,"reasons":["conf:4","stale_co","velocity","win:mid","comp:brand"],"computed_at":"2026-11-11T05:49:22Z"},"pay":null,"html_url":"https://alion.io/job/julius-baer-assistant-relationship-manager-intermediaries-mfd","json_url":"https://alion.io/job/julius-baer-assistant-relationship-manager-intermediaries-mfd.json","meta":{"generated_at":"2026-11-12T04:30:48Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":9827,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-13T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":3384},"rest":"https://alion.io/mcp/rest/get_company?id=3384"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fjulius-baer-assistant-relationship-manager-intermediaries-mfd"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":2,"usd":0.2},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fjulius-baer-assistant-relationship-manager-intermediaries-mfd"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fjulius-baer-assistant-relationship-manager-intermediaries-mfd"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/julius-baer-assistant-relationship-manager-intermediaries-mfd\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fjulius-baer-assistant-relationship-manager-intermediaries-mfd"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3482329}},{"tool":"search_jobs","arguments":{"company":"juliusbaer.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3482329},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. Docs: https://alion.io/developers"}}