Wealth Management Specialist

vor 4 Wochen

Zürich, Zürich, Schweiz CH10 - BJB Bank Julius Baer & Co. Ltd. Vollzeit

We are seeking a skilled Wealth Management Specialist to join our team at CH10 - BJB Bank Julius Baer & Co. Ltd. The ideal candidate will have a minimum of 15 years' experience in advising sophisticated clients and managing large client portfolios.

Key Responsibilities:

  • 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 deepening client relationships
  • Developing and implementing new marketing strategies in collaboration with the Market Head
  • Responding to all client needs in a timely and professional manner
  • Embracing new processes and product initiatives

Requirements:

  • 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

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

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