Junior Relationship Manager
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.
The Junior Relationship Manager is the primary point of contact between the client and the Bank. He/she acts externally as an ambassador for the Bank and is internally a role model. The Junior Relationship Manager is responsible for the proactive and autonomous management of a portfolio of 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. Professionalism and responsiveness are key. Acquisition of new client relationships through his/her network is an additional, integral element of the role. He/she is also responsible to deliver clients’ feedback regarding products and services to the relevant specialists within the Bank in order to ensure continuous improvement and adaptation in line with market trends.Proactively develops and maintains a portfolio of High Net Worth clients
Responds to all client needs in a timely and professional manner
Provides appropriate investment advice in line with the Bank’s policy and asset allocation
Ensures consistently high levels of client satisfaction by matching the frequency and intensity of contact to the clients preference
Continuously deepens client relationships and optimises revenues through the acquisition of additional share of wallet / cross-selling
Works in a team (including the appropriate use of specialists) to develop and deliver comprehensive wealth management solutions to the clients
Acquires new client relationships through own network and from the existing client base
Complies with all standards, policies, guidelines and regulations (Julius Baer specific and financial industry)
Develops and implements new marketing strategies in conjunction with the Team Head / SCE
Embraces new processes and product initiatives
Participates in ad hoc projects as required by the Team Head
Personal and Social
Very good inter-personal skills
Open and approachable
Displays genuine interest in people
Ability to relate to clients and colleagues from diverse backgrounds
Natural team player
Persistent and persuasive
Passionate about client service
Possesses good judgement and ability to work under pressure
Plans, organizes, and carries out work autonomously and allocates work time independently
Professional and Technical
Relevant higher educational and professional background e.g. FH, HWV, University or Bank apprenticeship
Fluent in French and English; another language would be an asset
Sound knowledge of global financial markets and current affairs
Ability to match client needs with appropriate product solutions
Sound commercial judgement, represents the Bank’s and the shareholders’ interests at all times
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