Global UHNW Private Banking Relationship Lead

Bank Julius Bär & Co. Ltd.; Zürich; On-site; CHF 150,000 - 230,000; Full time

Job summary

Julius Baer in Zurich seeks a Relationship Manager Private Banking to be the main contact for high net worth clients, delivering holistic wealth management solutions and proactive client servicing. You will acquire new relationships through your network and act as an ambassador for the bank, ensuring compliance and high-quality client interactions.

As part of the private banking team, you will manage risk, mentor junior colleagues, and collaborate with specialists to tailor investment

Qualifications

• 7-10 years of Private Banking experience servicing a book of clients and acquiring new relationships
• Strong knowledge of global financial markets and wealth management solutions
• Excellent interpersonal skills with a client-centric mindset
• Ability to travel as required to service clients and develop opportunities
• Familiarity with regulatory requirements and risk management practices

Responsibilities

• Act as the primary contact for High Net Worth and Ultra High Net Worth clients
• Deliver comprehensive wealth management solutions and tailored investment advice
• Acquire new client relationships through your network and referrals
• Collaborate with specialists to provide holistic solutions and active cross-selling
• Maintain strong conduct, risk management, and documentation standards

Skills

Client relationship management

Networking

Team player

Travel willingness

Risk awareness

Job description

Julius Baer in Zurich seeks a Relationship Manager Private Banking to be the main contact for high net worth clients, delivering holistic wealth management solutions and proactive client servicing. You will acquire new relationships through your network and act as an ambassador for the bank, ensuring compliance and high-quality client interactions.

As part of the private banking team, you will manage risk, mentor junior colleagues, and collaborate with specialists to tailor investment