Julius Baer is the leading Swiss private banking group with a focus on servicing and advising sophisticated private clients and a premium brand in global wealth management. That is why a comprehensive range of services and first-class service quality are essential – as are the committed teams that provide them.

The Relationship Manager is the primary point of contact between the clients and the Bank. He/she acts as an ambassador for the Bank externally and is a role model internally. He/she is responsible for the proactive management of a portfolio of High Net Worth/Ultra High Net Worth private clients. This includes the delivery of comprehensive wealth management solutions to meet the clients needs as well as dealing with routine enquiries and transactions

YOUR CHALLENGE

Client Management (internal & external)

Responding to all client needs in a timely and professional manner
Providing appropriate investment advice in line with the Bank's policy and asset allocation
Active monitoring of client investment portfolios and collateral situations
Ensuring consistently high levels of client satisfaction by matching the frequency and intensity of contact to the clients preference
Working in a team (including the appropriate use of specialists) to develop and deliver comprehensive wealth management solutions for clients
Acquisition of new client relationships through own network and deepening existing client relationships (attracting additional clients/assets; increasing share of wallet)
Responsible for providing feedback from clients concerning products and services to the relevant individuals/ departments within the Bank to ensure continuous improvement and adaptation in line with market trends
Comply with the Bank's internal policies and practices; as well as all relevant industry rules and regulations

Business Management

Develop and implement new marketing strategies in conjunction with the Group/ Team Heads
Embracing new processes and product initiatives
Participate in ad-hoc projects as required by the Group/ Team Heads
Fostering discipline and good work practices (including meeting deadlines and regulatory requirements, and fulfilling documentation requirements)
Compliance with all Julius Baer and industry private banking rules and regulations

Regulatory Responsibilities &/OR Risk Management

Demonstration of appropriate values and behaviours including but not limited to standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulations

Requirements

Personal and Social

Good interpersonal skills
Approachable, professional and responsive
Ability to relate to clients and colleagues from diverse backgrounds
A strong team player
Persistent and persuasive
Passionate about client service
Possesses good judgment and ability to work under pressure

Professional and Technical

Relevant educational and professional background
Proven track record in servicing a book of clients and in acquisition of new relationships
Sound affinity with the geographic market(s) to be covered
Linguistic proficiency & cultural awareness
Familiar with the legal & regulatory environment
Excellent knowledge of global financial markets and current affairs
Ability to match client needs with appropriate product solutions
Sound commercial judgment, represents the Bank's and the shareholders interests at all times
CACS Papers 1 and 2
Preferably with CMFAS Modules 1B, 5, 6A, 8A certification
Working knowledge of T24, Olympics and TEMOS Working knowledge of Microsoft Office applications (e.g. Word, Excel, Powerpoint, etc)

Regulatory (where applicable)

MAS Registered/Appointed Representative

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