Relationship Manager
Vor 2 Tagen
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 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 establish and manage 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**:
- Acquiring new client relationships through own network
- Providing tailored investment solutions in line with the Bank's policies
- Optimising revenues by acquisition of additional share of wallet / cross-selling
- Working as part of a team (including the appropriate use of specialists) to develop and deliver comprehensive wealth management solutions to the client
- Monitoring the evolution of the financial markets and adjusting the investment strategy accordingly
- Complying with all internal, applicable and relevant policies, guidelines, laws and regulations (Julius Baer specific and financial industry)
- Continuously deeping client relationships
- Developing and implementing new marketing strategies in collaboration with the Market Head
- Respondiing to all client needs in a timely and professional manner
- Embracing new processes and product initiatives
**YOUR PROFILE**:
- Minimum 15 years' experience in advising sophisticated clients and managing large client portfolios
- Proven track record of developing new (U)HNWI relationships through existing network in Mexico
- In-depth knowledge of the Mexican market, including the legal and regulatory framework
- Broad knowledge of global financial markets, economics and current affairs
- Investment advisory skills and portfolio management experience would be an asset
- Relevant academic and professional background
- Excellent communication, interpersonal and negotiation skills
- Fluency in English and Spanish (written and spoken)
- Experience of living and working in Mexico would be an advantage
- Ability to work independently and take initiative
- Entrepreneurial with the ability to think strategically in a fast-paced and challenging work environment
- Ability to plan, prioritise and work under pressure
- Responsive, approachable and team player
- Passionate about client service
- Persistent and persuasive
- Willing and flexible to travel
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