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Assistant Relationship Manager - 100% (m/f/d)

Luxembourg, Luxembourg
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Job Overview

Salary €75k - €110k (AI est.)
Location Luxembourg, Luxembourg
Type Full time

Skills & Requirements

85%

Teams

Essential skill for this role
85% Required
77%

Valuation

Essential skill for this role
77% Required
69%

Portfolio Management

Essential skill for this role
69% Required
61%

Wealth Management

Essential skill for this role
61% Required
Teams
Valuation
Portfolio Management
Wealth Management
Anti-Money Laundering

Qualifications & Education

About the Role

Assistant Relationship Manager – 100% (m/f/d)

Curated brief to help you tailor your application.

Role Overview

Start by showing recruiters you understand the team's mission and environment.

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.

The Assistant Relationship Manager (ARM) Private Banking supports one or more Relationship Manager(s) (RM)/ Team Head(s) (TH) 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.

Furthermore, the ARM acts as role model in bringing the best service quality to the RMs/TH in a fast, professional and friendly manner, always living the Julius Baer values (Care, Passion and Excellence) and thus helping the team to manage and grow its current client base. He/she channels client feedback to the relevant individuals/departments within the Bank to foster continuous improvement and fast adaptation of processes.

Skills Snapshot

Double down on these tools and frameworks in your application.

  • Teams
  • Valuation
  • Portfolio Management
  • Wealth Management
  • Anti-Money Laundering
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Frequently Asked Questions

A Assistant Relationship Manager – 100% (m/f/d) is responsible for key financial functions including analysis, reporting, and strategic planning. This level position requires expertise in sector dynamics and involves working with cross-functional teams to drive business growth and financial performance.
This Assistant Relationship Manager – 100% (m/f/d) role typically requires a degree in Finance, Accounting, Economics, or related field. Candidates should have relevant experience in sector, strong analytical skills, proficiency in financial modeling, and excellent communication abilities. Professional qualifications such as CFA, ACCA, or ACA are often preferred.
Career progression from a Assistant Relationship Manager – 100% (m/f/d) role can lead to senior finance positions such as Finance Manager, Finance Director, or CFO roles. The sector offers diverse opportunities for professional development, including specialized areas like investment banking, corporate finance, or financial planning and analysis.
To apply for this Assistant Relationship Manager – 100% (m/f/d) position, click the 'Send CV' button above to submit your application directly to the hiring manager. Ensure your CV highlights relevant experience and financial expertise. Our recruitment consultants will review your application and contact you within 24-48 hours if your profile matches the requirements.