Assistant Relationship Manager – Focus Trading and Execution 100% (f/m/d)

Julius Baer · Zurich

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Full-timeMid-levelSept 2026 · checked today

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.

In this position, the Assistant Relationship Manager (ARM) has the focus on trading and execution activities, acting as a key link between External Asset Managers (EAMs), Relationship Managers (RMs), and internal trading and execution desks. The role combines client servicing with hands-on involvement in trading, execution, and broader banking activities. With a strong focus on order handling and time-critical transactions, the ARM operates in a fast-paced, high-risk environment where accuracy, prioritisation, and sound judgement are essential. The role requires frequent direct interaction with EAMs, providing guidance on products, execution aspects, and the bank’s solutions.

YOUR CHALLENGE

Trading, Execution & Banking Activities

Manage the full spectrum of client transactions, including securities trading, FX, credit utilisation, deposits, and payments

Ensure accurate and timely handling of trade orders, including complex and high-value transactions with strict adherence to deadlines and market cut-offs

Monitor and consider credit exposure, margin availability and liquidity before executing or forwarding transactions

Coordinate closely with trading desks, execution teams, and internal stakeholders to ensure smooth and timely processing

Actively manage time-critical tasks and prioritisation, particularly in volatile market conditions or for large/complex transactions

Provide support on loans, credit lines, deposits, FX and payments, ensuring proper execution and follow-up

Maintain strong risk awareness across all activities, including:

Execution, settlement and counterparty risks

Credit and margin risks

Unusual transaction patterns, particularly in payment flows

Client Interaction & Advisory (EAM Focus)

Serve as a direct contact for EAMs for trading-related and operational matters

Provide clear and professional guidance on:

Investment products (incl. structured products)

Execution constraints, deadlines, and market practices

Credit exposure, margin availability, and related solutions

Bank platforms and available tools

Communicate proactively on order status, issues, and delays, especially in time-sensitive situations

Maintain a calm, reliable and solution-oriented approach under pressure

Account & Data Management

Ensure high-quality maintenance of client data and documentation

Retrieve and provide product, pricing and market information using internal systems and external sources

Prepare client-specific information, reports, and presentations as needed

Risk Management & Controls

Operate in an environment with strict accuracy requirements and minimal tolerance for errors, particularly in transaction handling

Ensure compliance with internal policies, legal and regulatory requirements

Act as a first line of defence:

Identify inconsistencies, risks, and unusual patterns

Monitor credit exposure and transaction risks

Escalate issues in a timely and structured manner

Key Performance Indicators

Accuracy and quality of transaction handling (critical)

Timeliness and responsiveness, especially under time pressure

Effective prioritisation based on risk and urgency

Client satisfaction and reliability

YOUR PROFILE

Education and Experience

Banking apprenticeship or equivalent financial education

Experience in a trading support, execution, or client servicing role

Exposure to financial markets and investment products

Professional Skills

Solid understanding of:

Financial markets, trading processes and instruments

Credit, margining and risk considerations

FX, payments, deposits, and lending services

Ability to efficiently navigate internal systems and external sources for product and market information

Familiarity with trading and order management systems is an advantage

Fluency in English and German (written and spoken)

Personal and Social Skills

Exceptional attention to detail and accuracy, with strong ownership in risk-sensitive activities

Ability to work under pressure while maintaining precision and composure

Strong prioritisation and organisational skills

Proactive, reliable and solution-oriented mindset

Excellent communication skills, with the ability to guide clients clearly

Strong team player with high accountability and integrity

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.

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