Relationship Manager Intermediaries Uk

Vor 4 Tagen

Zurich, Schweiz Julius Baer 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.

The Relationship Manager Intermediaries is the primary point of contact between the Intermediary (IM) and the Bank. He/she acts externally as an ambassador for the Bank and is internally a role model. The Relationship Manager Intermediaries is responsible for the proactive and autonomous management of a client portfolio of Intermediaries (or External Asset Managers “EAMs”). This entails the delivery of comprehensive wealth management solutions to meet the needs of the financial intermediary and their clients as well as dealing with routine enquiries and transactions.

**YOUR CHALLENGE**:

- Acquisition of new IMs through own network
- Proactive development and maintenance of a portfolio of IMs from a specific geographic region
- Continuously building and deepening IM relationships and optimising revenues through the acquisition of additional share of wallet / cross-selling
- Responding to all client needs in a timely and professional manner
- Ensure constantly high KYC standard for new and existing clients
- Ensuring consistently high levels of client satisfaction by matching the frequency and intensity of contact to the client’s preference
- Providing appropriate investment support to the IM, in line with the Bank’s policy and asset allocation
- Delivery of client 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
- Working in a team (including the appropriate use of specialists) to develop and deliver comprehensive wealth management solutions to the IMs and clients
- Compliant with all standards, policies, guidelines, and regulations (Julius Baer specific and financial industry)
- Embracing new processes and product initiatives
- Participation in ad hoc projects as required by the Team Head
- Training, development and management of junior team members

**YOUR PROFILE**:

- Relevant higher educational and professional background e.g. University degree and/or international banking education with a higher education, e.g. CFA
- Further education and qualification related to the UK financial market is an advantage, e.g. CISI Investment Advice Diploma (Level 4 or higher)
- At least 12 years experience in servicing a book of IMs and clients and in acquisition of new IMs is mandatory in target markets UK and Ireland
- Additional professional experience in financial markets is an advantage, e.g. Investment Banking, Private Markets or Fund services/management
- Exiting network of UK/Irish IMs is mandatory, along with sound affinity with the geographic market to be covered
- Linguistic proficiency & cultural awareness (native English speaking is beneficial)
- Familiar with the legal & regulatory environment in the UK and Ireland
- Strong financial product and technical competence in the understanding, development and delivery of solutions for IMs
- Ability to match IM and client needs with appropriate product solutions across the IM’s value chain
- Entrepreneurial and innovative approach in the identification of business opportunities
- Sound commercial judgement, represents the Bank’s and the shareholders’ interests at all times
- Excellent presentation and communication skills (ability to listen, guide and influence internal and external partners)
- Willingness to travel frequently and ability to commercialize his/her own network
- Very good inter-personal skills
- Open and approachable
- High level of flexibility and personal responsibility paired with an entrepreneurial spirit
- Strong communication and negotiation skills
- Displays genuine interest in people
- Ability to relate to clients and colleagues from diverse backgrounds
- Strong ability to work under pressure and high tolerance to financial pressure
- A natural team player
- Persistent and persuasive
- Passionate about client service (products, solutions, extra-mile, can-do attitude)

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