Senior Relationship Manager Global NRI

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 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 High Net Worth and/or 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. Acquisition of new client relationships through his/her network is an integral element of the role. He/she acts as role model and contributes to the onboarding of new and development of junior team members. The RM is an essential part of the first line of defence.

He/she identifies and manages risks and where necessary raises concerns and escalates issues in a timely manner to Front Management and/or second line of defence. The RM understands and respects the Bank’s risk capabilities and appetite statements, and adheres to compliance standards, local regulations, and internal standards at all times.

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 High Net Worth and/or 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.

Acquisition of new client relationships through his/her network is an integral element of the role. He/she acts as role model and contributes to the onboarding of new and development of junior team members. The RM is an essential part of the first line of defence.

He/she identifies and manages risks and where necessary raises concerns and escalates issues in a timely manner to Front Management and/or second line of defence. The RM understands and respects the Bank’s risk capabilities and appetite statements, and adheres to compliance standards, local regulations, and internal standards at all times.

• Responds to all client needs in a timely and professional manner
• Ensures consistently high levels of client satisfaction by matching the frequency and intensity of contact to the clients’ preference
• Develops a deep understanding of clients’ financial goals, preferences, and evolving needs to deliver tailored wealth management strategies aligned with the Bank’s business and risk appetite objectives
• Provides appropriate investment advice in line with the Bank’s policies and asset allocation
• Is responsible to proactively deliver 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
• Participates in the development and implementation of client initiatives and new marketing strategies, and supports ad hoc projects as required by the Management (Group Heads and/or others)

• The RM is responsible for the proactive development and maintenance of a portfolio of High Net Worth and/or Ultra High Net Worth clients
• Applies a collaborative team approach, including the appropriate involvement of specialists, to proactively develop and deliver comprehensive wealth management solutions to the clients
• Continuously deepens client relationships and optimises revenues through acquisition of new clients and…