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Relationship Managers are the primary point of contact between clients and the Bank, acting externally as ambassadors for the brand and internally as role models. Together, the RMs and CSEs form the Relationship Management team, responsible for the proactive and autonomous management of a portfolio of High-Net-Worth private clients.
The CSE supports the ongoing management of client relationships by delivering high-quality client service, executing transactions efficiently, and ensuring that all activities are completed in line with regulatory, risk and compliance standards. This includes supporting client onboarding, handling routine enquiries and transactions, and acting as a key liaison between clients, RMs and internal stakeholders. Professionalism, responsiveness and attention to detail are critical to success in this role.
The CSE also supports client acquisition activities, assists in gathering and reviewing client documentation, and ensures that client feedback regarding products and services is effectively communicated to relevant internal teams, contributing to continuous improvement and adaptation in line with market developments.
Job 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.
The Client Service Executive (CSE) provides key operational and administrative support to Relationship Managers (RMs) and clients to help achieve the Bank’s strategic and commercial objectives. The role is varied and requires strong technical, operational and organisational skills, combined with excellent interpersonal and communication abilities.Relationship Managers are the primary point of contact between clients and the Bank, acting externally as ambassadors for the brand and internally as role models. Together, the RMs and CSEs form the Relationship Management team, responsible for the proactive and autonomous management of a portfolio of High-Net-Worth private clients.
The CSE supports the ongoing management of client relationships by delivering high-quality client service, executing transactions efficiently, and ensuring that all activities are completed in line with regulatory, risk and compliance standards. This includes supporting client onboarding, handling routine enquiries and transactions, and acting as a key liaison between clients, RMs and internal stakeholders. Professionalism, responsiveness and attention to detail are critical to success in this role.
The CSE also supports client acquisition activities, assists in gathering and reviewing client documentation, and ensures that client feedback regarding products and services is effectively communicated to relevant internal teams, contributing to continuous improvement and adaptation in line with market developments.
YOUR CHALLENGE
Client & Relationship Support
- Managing client communications via e-mail and telephone, ensuring timely, accurate and professional responses
- Acting as a consistent point of contact for clients, providing day-to-day administrative and service support
- Proactively supporting Relationship Managers in the management of client portfolios
Account Opening & Client Onboarding
- Assisting Relationship Managers with all aspects of account opening, from provision of documentation to responding to questions regarding completion.
- Reviewing received documentation for completeness and accuracy.
- Reviewing and confirming that sufficient information is contained within the client profile, KYC, CDD and investment profile documentation.
- Undertaking initial risk assessments and liaising with internal Risk, Legal & Compliance and Client.
- Documentation teams to obtain approvals and open accounts.
- Chasing outstanding documentation from Relationship Managers and clients as required.
- Arranging client access to e-banking platforms.
Transaction & Operational Support
- Controlling and processing client transactions, including:
- Payments (including independent signature verification, balance checks, credit warnings and due diligence on transactions)
- Securities trading (execution support and settlement follow-up)
- Foreign exchange transactions
- Fixed deposits
- Cash deposits and loan-related activities
- Liaising with Relationship Managers where additional clarification or account coverage is required
Post-Transaction & Ongoing Reviews
- Post-transaction alert management, including reviewing CRM alerts and analysing transaction activity against the client profile
- Making further enquiries of Relationship Managers where required to ensure completeness and consistency
- Supporting regular risk, AML and documentation reviews
- Performing ongoing compliance and administrative tasks, including KYC/CDD updates and objective AML and risk assessments
Corporate Actions & Reporting
- Acting as point of contact for Corporate Actions-related queries from Relationship Managers and clients
- Supporting valuation reporting and security transfers as required
Account Maintenance
- Supporting account closures in line with internal processes and regulatory requirements
- Participating in ad-hoc departmental or bank-wide projects as required
YOUR PROFILE
Personal and Social Skills
- Excellent verbal and written communication skills
- Strong interpersonal skills with the ability to build and maintain effective working relationships with clients and internal stakeholders
- Client-focused mindset with a commitment to delivering high-quality service
Professional and Technical Skills
- Strong organisational skills with the ability to manage multiple tasks, meet deadlines and maintain high standards of accuracy
- Analytical and problem-solving skills to effectively resolve client queries and operational issues
- Strong attention to detail, particularly in relation to risk, compliance and documentation
- Proactive and resourceful approach, with a willingness to challenge processes and suggest improvement
- IT proficiency including Microsoft Office i.e. Outlook, Word & Excel, Host, CRM, On Demand and OTMS
Professional Qualifications & Education
- A regulatory approved Level 4 qualification is preferred, reflecting the Guernsey regulatory environment; candidates demonstrating a strong willingness and commitment to study will also be considered
- For the right individual, there may be opportunities for progression within Relationship Management. For individuals identified as successors into Relationship Management, support will be provided to progress to a Level 6 professional qualification as part of their development
- A strong willingness and commitment to continue professional development is expected
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