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.

Responsible for providing professional welcome services including greeting, directing and serving beverages in the client zone to clients entering the bank. As first point of contact, contributes significantly in creating an overall positive impression for visitors and clients accessing the bank premises.

YOUR CHALLENGE

Key Responsibilities and Accountabilities

CORPORATE SERVICES

• Coordinates the incoming mail and courier traffic for the Office, both domestic and international. Ensure courier services are available.
• Coordinates delivery and receipt of Documentation and Contracts from / to the Clients and the Office in Madrid, as well as the destruction of confidential information.
• Controls the stock of Office Supplies, centralizing requests from the staff. Requests orders, managing receipt and controlling the quality of the materials with the external vendors. Ensures that supplies required for the office (coffee, tea, milk, sugar, still water and others) are available at any time, for clients and employees.
• In coordination with the Security officer for the Madrid Office, manages and controls the Security of the building (Log of Keys provided to Employees, Alarms), implementing Julius Baer Security standards and policies.
• In coordination with the Security officer for the Madrid Office, manages the Evacuation and Emergency Plans, in coordination with the Landlord. Implementation of Measures to prevent Risks related to Personnel, following directions from Human Resources Area.
• Provide some internal services to clients and staff, as required (catering, printing of presentations, Internet press access, newspapers…). Cooperate in the organization on internal and external events.
• In charge of coordination of all tasks and services related to Maintenance of the office being the point of contact with the staff managing the building. In a similar way, in case of implementation of new working space or new meeting rooms.
• Coordinate the contracts with external providers, define the services needed and monitor the quality of these services, mainly Cleaning, all type of supplies -office, coffee, tea, milk….-, paper Shredding, recycling, Mail/Courier, Office Maintenance, relations with the Landlord and ground floor reception, Laundry, Intrusion Alarm, Mobile phones, Wifi…).
• Provide on-site support to IT representatives from Julius Baer Switzerland or Luxembourg.

RECEPTION / CLIENT SERVICE

• Manages the schedule of external visits (Clients, visits from other Julius Baer Locations), with an efficient use of Client Meeting rooms.
• Welcomes Client and other external visits at their arrival to the building or office, guiding them to the meeting room, and offering beverages, coffee, tea… Prepare and serve such beverages if requested.
• Once the visits have ended, arrange the meeting room appropriately, leaving it it ready for the next meeting.
• Attend external calls received at the general phone number of the office.

SUPPORT TO BUSINESS

• When required, help the RMs and RMAs with the account opening process, review of client documentation, scanning, processing of personnel expenses, booking of hotels and travel tickets, etc.

Put in practice the following on-the job abilities and skills:

• Understands the requirements from the business in order to provide the best service to the RMs, RMAs and Clients.
• Understands and applies the Internal Policies and Security Standards.
• Communicates effectively with Internal Corporate Services Units in Zurich, as well as with Landlord and external vendors.
• Escalates important issues to his Supervisor and the Barcelona office Manager, for those matters which need additional and urgent actions.

YOUR PROFILE

Personal and Social

• Client focused and a results-driven individual
• Passion for quality and service excellence
• Good interpersonal and communication skills
• Able to build trust and respect

Professional and Technical

• Understands the needs of the Private Banking locations
• High level of English, Catalan and Spanish, (written & spoken)

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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