Relationship Manager Private Banking UHNW - UK International market – 100% (w/m/d)
Publication date:
01 December 2024Workload:
100%- Place of work:Zürich
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.
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 Private Banking (RM) is the primary point of contact between the client and the Bank. He/she acts externally as an ambassador for the Bank and is responsible for the proactive and autonomous management of a portfolio of Ultra High Net Worth private clients. This entails the delivery of comprehensive wealth management solutions to meet the clients’ needs as well as dealing with routine enquiries and transactions.
IHRE AUFGABEN
- Proactively developing and maintaining a UHNWI self-acquired portfolio of clients with focus on the UK International 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 tailors-made investment solutions
- Ensure adherence and compliance to regulatory procedures
YOUR PROFILE
- Proven track-record in the in acquisition of new UHNWI relationships through existing network in the UK International market
- At least 10 years of experience in advising sophisticated UK 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 UK Market, including the legal and regulatory framework
- Excellent communication & interpersonal skills as well as a great sense of negotiation
- Fluent in English (written and spoken)
- Recent experience living and working in the UK would be an advantage, but at a minimum, having relationships in the UK market is essential.
- 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
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