Senior Global UHNW Private Banking Relationship Manager

Julius Baer; Zürich; On-site; CHF 180,000 - 300,000; Full time

Job summary

Julius Baer in Zürich seeks an experienced Relationship Manager Private Banking to manage a portfolio of High Net Worth clients, delivering tailored wealth management solutions and proactive client service. You will work with internal specialists to meet needs, grow the book, and ensure risk and compliance standards are met.

The role emphasizes acquiring new relationships, maintaining exceptional client experience, and collaborating across teams to provide holistic wealth management solutions.

Qualifications

• Seven to ten years of Private Banking experience servicing a book of clients and acquiring new relationships.
• Strong understanding of risk, compliance and regulatory environment in private banking.
• Excellent interpersonal and communication skills with a client-centric mindset.

Responsibilities

• Act as primary contact for High Net Worth and Ultra High Net Worth clients, delivering comprehensive wealth management solutions.
• Proactively develop and manage client relationships, seek cross-sell opportunities and grow revenues.
• Collaborate with specialists to tailor investment strategies and services to client needs.
• Navigate onboarding, KYC and documentation with accuracy and timeliness.
• Travel as required to meet clients and develop the network.

Skills

Interpersonal skills

Client relationship

Team player

Persuasive communication

Client-focused

Judgement under pressure

Autonomous planning

Job description

Julius Baer in Zürich seeks an experienced Relationship Manager Private Banking to manage a portfolio of High Net Worth clients, delivering tailored wealth management solutions and proactive client service. You will work with internal specialists to meet needs, grow the book, and ensure risk and compliance standards are met.

The role emphasizes acquiring new relationships, maintaining exceptional client experience, and collaborating across teams to provide holistic wealth management solutions.