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.

YOUR CHALLENGE

• 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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The international reference in wealth management

Julius Baer is the leading Swiss wealth management group. We focus on servicing and advising sophisticated private clients from around the world, taking into account what truly matters to them – in their business and personal life, today and for future generations.

Headquartered in Zurich, we are present in around 60 locations worldwide, including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo.

Why join Julius Baer?

At Julius Baer our employees enjoy the benefits of a global company with the support and collegiality of a much smaller one. We are growing quickly, but we remain dedicated to maintaining our accessible structure with flat hierarchies, and approachable and supportive leaders.

With offices around the world, we offer an international and stimulating work environment and the opportunity to work with a diverse team of highly motivated colleagues, bringing the best of the bank to our clients.Our core values of Care, Passion, and Excellence define the tone of how we interact with each other and our partners.

Committed to your success

Whether nurturing young talent with our renowned apprentice scheme, enabling ambitious university graduates to put theory into practice with our Graduate Programme , or providing first-class opportunities for experienced professionals, we look after our employees. We believe in continuous learning as a company and as individuals, which is why we put a focus on the health and well-being of our employees and offer flexible working options, a wide array of benefits, and extensive career development programmes .

For more information visit www.juliusbaer.com or contact us via the Contact Form .

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