Relationship Manager Private Banking

Vor 3 Tagen

Zürich, Schweiz TN Switzerland Vollzeit

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Client:Location:Job Category:

Customer Service

Job Reference:

645d370c4edb

Job Views:

9

Posted:

21.01.2025

Expiry Date:

07.03.2025

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 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 (Ultra) 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 CHALLENGE

  1. Proactively developing and maintaining a (U) HNWI self-acquired portfolio of clients with focus on the APAC Market

  2. Creating and building a trust-based relationship with the clients through regular and personalized contacts

  3. Responding to all client needs in a timely and professional manner

  4. Ascertaining and assessing the client's financial situation and overall objectives

  5. Providing general wealth management services to the clients, namely by formulating integrated solutions (legal, tax, financial, etc.) based on the client’s objectives

  6. Managing client assets in accordance with the investment guidelines and in coordination with the “Advisory Solutions” and “Investment Management” departments

  7. Closely monitoring the evolution of the financial markets and, if needed, adapt the investment strategy accordingly

  8. Introducing the Bank’s products and services to clients, by providing them with tailors-made investment solutions

  9. Ensure adherence and compliance to regulatory procedures

YOUR PROFILE

  1. Proven track-record in the in acquisition of new (U)HNWI relationships through existing network in the APAC market

  2. At least 15 years of experience in advising sophisticated APAC based clients, managing sizeable books in a Private Banking Financial Institutions

  3. Investment advisory competence and experience in local equities, bonds and extensive knowledge in derivative instruments; portfolio management experience would be an asset

  4. Broad know-how of global financial markets, economics and current affairs

  5. Entrepreneurial mindset with a proactive approach to identifying and capitalizing on new business opportunities

  6. In-depth knowledge of the APAC Market, including the legal and regulatory framework

  7. Excellent communication & interpersonal skills as well as a great sense of negotiation

  8. Fluent in English and Chinese (written and spoken)

  9. Recent experience living and working in APAC would be an advantage

  10. Enjoy working independently and taking initiatives

  11. Business-oriented with the capacity to think strategically in a fast-paced and challenging work environment

  12. Ability to plan, set priorities and work under pressure

  13. Open, approachable and team player

  14. Passionate about client service

  15. Persistent and persuasive

  16. Willingness and flexibility to travel

  17. Relevant higher educational and professional background, e.g. holding a Master Degree in the Economics, Financials and/or Business Administration or equivalent

We are looking forward to receiving your full job application through our online application tool.

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