Elite Private Wealth Relationship Manager

Julius Baer; Schweiz; On-site; CHF 150,000 - 230,000; Full time

Job summary

Julius Baer, a leading Swiss private banking group, seeks a Relationship Manager to manage a portfolio of High Net Worth clients, delivering comprehensive wealth management solutions while handling routine enquiries and transactions.

The role emphasizes proactive client management, collaboration with specialists, and adherence to regulatory requirements in a dynamic private banking environment.

Qualifications

• Strong client relationship skills and ability to manage a book of High Net Worth/Ultra High Net Worth clients.
• Ability to work in a team and coordinate with specialists to deliver wealth solutions.
• Excellent communication and presentation skills with a focus on client service.

Responsibilities

• Respond to client needs with timely, professional service.
• Provide investment guidance aligned with policy and asset allocation.
• Monitor client portfolios and collateral situations regularly.
• Acquire new relationships and deepen existing client assets.
• Ensure compliance with internal policies and industry regulations.
• Collaborate with teams to deliver comprehensive wealth management solutions.

Skills

Client relations

Team player

Persuasive communication

Under pressure

Tools

T24

Olympics

TEMOS

Microsoft Office

Job description

Julius Baer, a leading Swiss private banking group, seeks a Relationship Manager to manage a portfolio of High Net Worth clients, delivering comprehensive wealth management solutions while handling routine enquiries and transactions.

The role emphasizes proactive client management, collaboration with specialists, and adherence to regulatory requirements in a dynamic private banking environment.