Wealth Management Specialist

vor 3 Wochen

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

Role Overview


The Relationship Manager is the primary point of contact between the client and CH10 - BJB Bank Julius Baer & Co. Ltd. He/she acts externally as an ambassador for the Bank and is internally a role model.


This individual is responsible for the proactive and autonomous management of a portfolio of (Ultra) High Net Worth private clients.


Key responsibilities include delivering comprehensive wealth management solutions to meet the clients' needs, dealing with routine enquiries and transactions, and acquiring new client relationships through their network.


They are also responsible for delivering 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 Key Challenges



  • Proactively developing and maintaining a (U) HNWI self-acquired portfolio of clients with focus on the APAC Market
  • Creating and building a trust-based relationship with the clients through regular and personalized contacts
  • Responding to all client needs in a timely and professional manner
  • Ascertaining and assessing the client's financial situation and overall objectives
  • Providing general wealth management services to the clients, namely by formulating integrated solutions (legal, tax, financial, etc.) based on the client's objectives
  • Managing client assets in accordance with the investment guidelines and in coordination with the "Advisory Solutions" and "Investment Management" departments
  • Closely monitoring the evolution of the financial markets and, if needed, adapt the investment strategy accordingly
  • Introducing the Bank's products and services to clients, by providing them with tailored-made investment solutions
  • Ensuring adherence and compliance to regulatory procedures

Your Profile



  • Proven track-record in the acquisition of new (U)HNWI relationships through existing network in the APAC market
  • At least 15 years of experience in advising sophisticated APAC based clients, managing sizeable books in a Private Banking Financial Institutions
  • Investment advisory competence and experience in local equities, bonds and extensive knowledge in derivative instruments; portfolio management experience would be an asset
  • Broad know-how of global financial markets, economics and current affairs
  • Entrepreneurial mindset with a proactive approach to identifying and capitalizing on new business opportunities
  • In-depth knowledge of the APAC Market, including the legal and regulatory framework
  • Excellent communication & interpersonal skills as well as a great sense of negotiation
  • Fluent in English and Chinese (written and spoken)
  • Recent experience living and working in APAC would be an advantage
  • Enjoy working independently and taking initiatives
  • Business-oriented with the capacity to think strategically in a fast-paced and challenging work environment
  • Ability to plan, set priorities and work under pressure
  • Open, approachable and team player
  • Passionate about client service
  • Persistent and persuasive
  • Willingness and flexibility to travel
  • 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 job application through our online application tool.

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