Elite Private Wealth Relationship Manager

Bank Julius Bär & Co. Ltd.; St Peter Port; On-site; GBP 70,000 - 110,000; Full time

Job summary

Julius Baer is seeking a Relationship Manager in Guernsey to actively acquire and manage relationships with High Net Worth and Ultra High Net Worth clients. You will promote comprehensive wealth management solutions, handle routine enquiries, and act as an ambassador for the Bank.

The role emphasizes proactive business development, client service excellence, and collaboration with Investment Management and Product Specialists to deliver tailored investment solutions while maintaining regulatory

Qualifications

• Obtained or studying towards the Investment Advice Diploma, Level 4 or equivalent within agreed timescale
• Minimum of 5 years relevant experience
• Higher educational and professional background e.g. FH, HWV, University or Bank apprenticeship combined with an appropriate professional qualification
• Experience in business development and sales
• Proven track record in the acquisition of new relationships
• Sound affinity with the geographic market(s) to be covered:
• Linguistic proficiency & cultural awareness
• Familiar with the legal & regulatory environment
• Sound knowledge of global financial markets and current affairs
• Ability to match client needs with appropriate product solutions
• Sound commercial judgement, always representing the Bank and the shareholders’ interests
• Willingness and flexibility to extend their networking efforts outside of typical office hours.

Responsibilities

• Proactively acquiring and developing relationships with High Net Worth Individuals (HNWIs) and Ultra High Net Worth Individuals (UHNWIs) from primarily the Guernsey market
• Identifying and pursuing new business opportunities to drive growth and increase revenue
• Building and maintaining a strong network of relationships with potential and existing clients, and other stakeholders to generate referrals and introductions
• Developing and executing a strategic business plan to achieve individual and team targets, including setting goals, tracking progress, and adjusting strategies as needed
• Creating and delivering targeted pitches and presentations to prospective clients, highlighting the Bank's unique value proposition and services
• Collaborating with internal teams, such as Investment Management, Advisory Solutions, and Product Specialists, to develop and promote innovative solutions and services that meet the evolving needs of HNWIs and UHNWIs
• Staying up to date with industry trends, competitor activity, and market developments to identify opportunities for growth and differentiation
• Introducing the Bank's products and services to prospective clients, providing tailored-made investment solutions and cross-selling relevant offerings
• Contributing to the development and implementation of new marketing strategies, initiatives and events to support business growth and brand awareness
• Mentoring and supporting junior team members to develop their business development skills and contribute to the team's growth objectives
• Ensuring adherence to all regulatory requirements and industry standards, maintaining the highest level of professionalism and integrity in all interactions with clients and stakeholders.

Skills

Interpersonal skills

Open and approachable

Relate to clients

Diverse client base

Results-driven

Team player

Persuasive

Client service

Education

Investment Advice Diploma Level 4

5+ years experience

Higher education background

Job description

Julius Baer is seeking a Relationship Manager in Guernsey to actively acquire and manage relationships with High Net Worth and Ultra High Net Worth clients. You will promote comprehensive wealth management solutions, handle routine enquiries, and act as an ambassador for the Bank.

The role emphasizes proactive business development, client service excellence, and collaboration with Investment Management and Product Specialists to deliver tailored investment solutions while maintaining regulatory