Client Relations Specialist

Vor 5 Tagen

Genf, Genf, Schweiz Bank Julius Bär & Co. AG Vollzeit

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.

We are seeking an investment professional with proven experience in sales and client interaction in relation to discretionary and investment management solutions for wealth management clients (HNWI and UHNWI). A key aspect of this position is to grow our assets under management and increase discretionary mandate penetration within the Bank by developing close collaborative relationships with relationship managers and the entire IWMS stakeholders: portfolio managers, content marketing and communications, and the product and business development teams. The position will require frequent client contact, excellent communication skills both oral and written and excellent presentation skills.
YOUR CHALLENGE
  • Act as an entry point for Julius Baer's Relationship Managers providing guidance and advice on tailored discretionary solutions for HNWI/UHNWI clients globally
  • Develop and set-up tailored discretionary solutions in cooperation with the portfolio management teams and based on Julius Baer's house view and clients' individual objectives and needs (holistic approach) and pitch together with relationship managers to help convert prospects to clients
  • Assume a proactive role in promoting the CIO Office & UHNW solutions and capabilities and Julius Baer's discretionary mandate offering and participate in different strategic initiatives and client related activities
  • Actively source for new business opportunities and drive sales activities to increase the discretionary mandate penetration. Monitor, prepare and report client activity for senior management
  • Leverage the existing strong network and excellent collaborative working relationship with relationship managers across all regions
  • Contribute to the narrative, storyline and visuals of both standard and ad-hoc material in collaboration with IWMS stakeholders and in line with Julius Baer's Investment Approach
  • Independent preparation and review of materials associated with ad-hoc presentations, such as existing or new client pitches, investment proposals, internal presentations, etc.
YOUR PROFILE
  • University degree in Finance or equivalent, CFA a plus
  • Proven experience in successfully promoting and advising wealth management investment solutions and products
  • Strong client facing, presentation and relationship building skills and experience. The candidate must feel comfortable to adapt his/her communication style to different levels of sophistication
  • Excellent interpersonal skills and comfortable interacting with colleagues at all levels
  • Fluent (written and oral) in French, English and German (preferred)
  • Fully computer literate (i.e. PowerPoint, Excel, etc.)
  • A proactive and "delivery-focused" mind-set with the ability to meet multiple deadlines under pressure
  • Team player who works flexibly and collaboratively to secure team success
  • Wiling to travel to Zurich on a regular basis

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.

Is this not quite what you are looking for? Set up a job alert by creating a candidate account here.

  • Client Specialist

    vor 2 Wochen

    Genf, Genf, Schweiz ALBEDIS Vollzeit

    INTRODUCTION: Nous accompagnons aujourd'hui une maison de la haute horlogerie Suisse pour leur prestigieuse boutique Genevoise une/e Client Specialist & Sales Associate H/F FR/ANG Rendre un service d'exception à la clientèle et de leur faire vivre une luxueuse expérience en boutique DESCRIPTION DE LA MISSION: Accueillir les clients et les conseiller en...

  • Client specialist

    vor 2 Wochen

    Genf, Genf, Schweiz Albedis Vollzeit

    INTRODUCTION: Nous accompagnons aujourd'hui une maison de la haute horlogerie Suisse pour leur prestigieuse boutique Genevoise une/e Client Specialist & Sales Associate H/F FR/ANG Rendre un service d'exception à la clientèle et de leur faire vivre une luxueuse expérience en boutique DESCRIPTION DE LA MISSION: Accueillir les clients et les conseiller en...

  • Relation Client B2B

    vor 2 Wochen

    Genf, Genf, Schweiz S-GATE SARL Vollzeit

    Plusieurs de nos clients et partenaires, actifs dans le domaine Informatique (prestation, conseil, service, recrutement, infra, digital,) sont à la recherche d'un profil - _que nous aurions, il y a 20 ans, intitulé « Commercial » ou « Key Account Manager »_ - mais que nous définissons aujourd'hui, eux comme nous, plus volontiers...

  • Senior Relations Specialist

    vor 2 Wochen

    Genf, Genf, Schweiz International Labour Organization (ILO) Vollzeit

    Senior Relations Specialist Grade: P5 Vacancy no.: CALL/P/2024/21Publication date: 5 June 2024 Application deadline (midnight Geneva time): 8 July 2024 Job ID: 12022 Department:ACT/EMP Organization Unit: ACT/EMP Location:Geneva Contract type: Fixed Term The ILO is issuing a call for expression of interest for the above position. The selection process is not...

  • Senior Relations Specialist

    vor 4 Wochen

    Genf, Genf, Schweiz International Labour Organization (ILO) Vollzeit

    Senior Relations Specialist Grade: P5 Vacancy no.: CALL/P/2024/21Publication date: 5 June 2024 Application deadline (midnight Geneva time): 8 July 2024 Job ID: 12022 Department:ACT/EMP Organization Unit: ACT/EMP Location:Geneva Contract type: Fixed Term The ILO is issuing a call for expression of interest for the above position. The selection process is not...

  • Senior Relations Specialist

    vor 4 Wochen

    Genf, Genf, Schweiz International Labour Organization (ILO) Vollzeit

    Senior Relations Specialist / Desk Officer for Latin America Grade: P5 Vacancy no.: CALL/P/2024/20Publication date: 31 May 2024 Application deadline (midnight Geneva time): 1 July 2024 Job ID: 12008 Department:ACT/EMP Organization Unit: ACT/EMP Location:Geneva Contract type: Fixed Term The ILO is issuing a call for expression of interest for the above...

  • Chargé de Relations Clients

    vor 2 Wochen

    Genf, Genf, Schweiz accès personnel Vollzeit

    **Description**:Responsabilités:Identifier et analyser les besoins des clients pour proposer des solutions adaptées.Assurer un suivi de qualité et résoudre les problématiques clients dans les meilleurs délais.Collaborer avec différentes équipes internes pour améliorer continuellement l'expérience client.Participer à l'élaboration de stratégies...

  • Senior Relations Specialist

    vor 2 Wochen

    Genf, Genf, Schweiz International Labour Organization Vollzeit

    Grade: P5 Vacancy no.: CALL/P/2024/21 Publication date: 5 June 2024 Application deadline (midnight Geneva time): 8 July 2024 Job ID: 12022 Department: ACT/EMP Organization Unit: ACT/EMP Location: Geneva Contract type: Fixed Term The ILO is issuing a call for expression of interest for the above position. The selection process is not...

  • Senior Relations Specialist

    vor 4 Wochen

    Genf, Genf, Schweiz International Labour Organization Vollzeit

    Grade: P5 Vacancy no.: CALL/P/2024/21Publication date: 5 June 2024Application deadline (midnight Geneva time): 8 July 2024 Job ID: 12022 Department: ACT/EMP Organization Unit: ACT/EMP Location: Geneva Contract type: Fixed Term The ILO is issuing a call for expression of interest for the above position. The selection process is not subject to the rules and...

  • Senior Relations Specialist

    vor 2 Wochen

    Genf, Genf, Schweiz International Labour Organization Vollzeit

    Grade: P5 Vacancy no.: CALL/P/2024/20Publication date: 31 May 2024Application deadline (midnight Geneva time): 1 July 2024 Job ID: 12008 Department: ACT/EMP Organization Unit: ACT/EMP Location: Geneva Contract type: Fixed Term The ILO is issuing a call for expression of interest for the above position. The selection process is not subject to the rules and...

  • Senior Relations Specialist

    vor 4 Wochen

    Genf, Genf, Schweiz International Labour Organization Vollzeit

    Grade: P5 Vacancy no.: CALL/P/2024/20Publication date: 31 May 2024Application deadline (midnight Geneva time): 1 July 2024 Job ID: 12008 Department: ACT/EMP Organization Unit: ACT/EMP Location: Geneva Contract type: Fixed Term The ILO is issuing a call for expression of interest for the above position. The selection process is not subject to the rules and...

  • Chargé de Relations Clients SAV

    vor 2 Wochen

    Genf, Genf, Schweiz Rolex Vollzeit

    Pour notre division- **Commercial,** nous recherchons un- **Chargé de relations clients SAV (H/F)** dont la mission principale sera d'assurer l'expérience client dans le cadre du service de sa montre et de contribuer à l'évolution de l'activité du service.- Responsabilités_- Identifier et mettre en œuvre l'ensemble des ressources internes (outils et...

  • Gestionnaire de Contrats Et Relation Clients

    vor 2 Wochen

    Genf, Genf, Schweiz LS Partners Vollzeit

    Pour une entreprise spécialisée dans l'assurance santé internationale, nous recherchons un(e) Gestionnaire de Contrats et Relation Clients,** entrepreneur, dynamique et motivé(e) **à rejoindre une belle équipe.**Responsabilités**:**Relation Clients**:- Assister la nouvelle clientèle dans l'acquisition de nouveaux contrats, établir et suivre les...

  • Client Documentation Specialist

    vor 2 Wochen

    Genf, Genf, Schweiz Michael Page Switzerland Vollzeit

    The successful candidate will be responsible for ensuring the accuracy and quality of client data throughout the banking relationship, in compliance with 'KYC' rules set by local and international regulations.Client Documentation Specialist at a private bank in GenevaDescription:Review client documentation for changes in account status or closure, ensuring...

  • Labour Relations and Collective Bargaining Specialist

    vor 4 Wochen

    Genf, Genf, Schweiz International Labour Organization (ILO) Vollzeit

    Labour Relations and Collective Bargaining Specialist Grade: P4 Vacancy no.: CALL/P/2024/16Publication date: 10 May 2024 Application deadline (midnight Geneva time): 27 May 2024Job ID: 11964 Department:GOVERNANCE Organization Unit: GOVERNANCE Location:Geneva Contract type: Fixed Term The ILO is issuing a call for expression of interest for the above...

  • Client Onboarding Specialist

    vor 4 Wochen

    Genf, Genf, Schweiz Deutsche Bank (Suisse) SA Vollzeit

    Client Onboarding Specialist (KYC & Documentation)Job ID:R0286366 Full/Part-Time: Full-timeRegular/Temporary: Regular Listed: Location: GenevaPosition OverviewResponsibilities:Support the Front Office on the new client adoption and account maintenance activities Participate in the continuous assessment and recommend actions to improve the client onboarding...

  • Client Onboarding Specialist

    vor 2 Wochen

    Genf, Genf, Schweiz Deutsche Bank (Suisse) SA Vollzeit

    Client Onboarding Specialist (KYC & Documentation)Job ID:R0333590 Full/Part-Time: Full-timeRegular/Temporary: Regular Listed: Location: GenevaPosition OverviewResponsibilities:Support the Front Office on the new client adoption and account maintenance activities Participate in the continuous assessment and recommend actions to improve the client onboarding...

  • Client Onboarding Specialist

    vor 4 Wochen

    Genf, Genf, Schweiz Deutsche Bank (Suisse) SA Vollzeit

    Client Onboarding Specialist (KYC & Documentation)Job ID:R0297784 Full/Part-Time: Full-timeRegular/Temporary: Regular Listed: Location: GenevaPosition OverviewResponsibilities:Support the Front Office on the new client adoption and account maintenance activities Participate in the continuous assessment and recommend actions to improve the client onboarding...

  • Labour Relations and Collective Bargaining Specialist

    vor 4 Wochen

    Genf, Genf, Schweiz International Labour Organization Vollzeit

    Grade: P4 Vacancy no.: CALL/P/2024/16Publication date: 10 May 2024Application deadline (midnight Geneva time): 27 May 2024Job ID: 11964 Department: GOVERNANCE Organization Unit: GOVERNANCE Location: Geneva Contract type: Fixed Term The ILO is issuing a call for expression of interest for the above position. This is an assignment of a purely temporary...

  • Client Review Specialist

    vor 4 Wochen

    Genf, Genf, Schweiz Banque Lombard Odier & Cie SA Vollzeit

    Wer sich für eine Karriere bei Lombard Odier entscheidet, ist für einen renommierten, globalen Vermögensverwalter und Asset Manager tätig, der sich auf nachhaltige Investitionen fokussiert. Wir sind eine unabhängige und innovative Bank erster Wahl für private und institutionelle Kunden. Unsere Gruppe ist eine der bestkapitalisierten weltweit. Wir...