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 Relationship Manager is the primary point of contact between the client and the Bank. He/she acts externally as an ambassador for the Bank and is internally a role model. The Relationship Manager is responsible for the proactive and autonomous management of a portfolio of High Net Worth private clients. This entails the delivery of comprehensive wealth management solutions to meet the clients’ needs as well as dealing with routine enquiries and transactions. Professionalism and responsiveness are key. Acquisition of new client relationships through his/her network is an additional, integral element of the role. He/she is also responsible to deliver clients’ feedback regarding products and services to the relevant specialists within the Bank in order to ensure continuous improvement and adaptation in line with market trends.YOUR CHALLENGEProactively develops and maintains a portfolio of High Net Worth clients from a specific geographic regionResponds to all client needs in a timely and professional mannerProvides appropriate investment advice in line with the Bank’s policy and asset allocationEnsures consistently high levels of client satisfaction by matching the frequency and intensity of contact to the clients preferenceContinuously deepens client relationships and optimises revenues through the acquisition of additional share of wallet / cross-sellingWorks in a team (including the appropriate use of specialists) to develop and deliver comprehensive wealth management solutions to the clientsAcquires new client relationships through own network and from the existing client baseComplies with all standards, policies, guidelines and regulations (Julius Baer specific and financial industry)Develops and implements new marketing strategies in conjunction with the Team Head / SCEEmbraces new processes and product initiativesParticipates in ad hoc projects as required by the Team HeadTrains, develops and manages junior team membersYOUR PROFILEPersonal and SocialVery good inter-personal skillsOpen and approachableDisplays genuine interest in peopleAbility to relate to clients and colleagues from diverse backgroundsNatural team playerPersistent and persuasivePassionate about client servicePossesses good judgement and ability to work under pressurePlans, organizes, and carries out work autonomously and allocates work time independentlyProfessional and TechnicalRelevant higher educational and professional background e.g. CACS Paper 1 and Paper 2Proven track record in servicing a book of clients and in acquisition of new relationshipsSound affinity with the geographic market(s) to be covered: Linguistic proficiency and cultural awareness as well as familiar with the legal and regulatory environmentSound knowledge of global financial markets and current affairsAbility to match client needs with appropriate product solutionsSound commercial judgement, represents the Bank’s and the shareholders’ interests at all timesWillingness to travelWe are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our .Is this not quite what you are looking for? Set up a job alert by creating a candidate account .
