Relationship Manager

Vor 3 Tagen

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

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

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

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