Relationship Manager Employee Banking with Focus on Investment Advice

Julius Baer is the leading Swiss private banking group with a focus on servicing and advising sophisticated private clients and a premium brand in global wealth management. That is why a comprehensive range of services and first-class service quality are essential - as are the committed teams that provide them.

YOUR CHALLENGE

• Responding to all client needs in a timely and professional manner
• Monitoring and analysing portfolios and providing proactive investment advices to sophisticated and active clients, based on their requirements and the Julius Baer investment strategy
• Active role as investment professional. Providing first class advice, asset allocation across all investment asset classes including direct equities, fixed income, hedge funds, derivatives and structured products
• Following developments in the financial markets to maintain an understanding of investment products as well as current and anticipated trends and how they affect the client portfolios
• Ensuring consistently high levels of client satisfaction by matching the frequency and intensity of contact to the clients preference
• Continuously deepening client relationships and optimising revenues through cross-selling
• Compliant with all standards, policies, guidelines and regulations (Julius Baer specific, financial industry and cross-border)
• Embracing new processes and product initiatives
• Participation in ad hoc projects as required by the Team Head

REQUIREMENTS
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
• A 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
• Able to act with diligent and rigorous approach also in demanding situations

Professional and Technical

• Further education in financial markets (university/university of applied science, AZEK, CFA etc.)
• In-depth knowledge in banking with a proven track record in the Investment Advisory or Portfolio Management
• Pronounced knowledge in all asset classes in a portfolio context
• Excellent written and oral skills in German and English; additional languages e.g. French, Italian a plus
• Sound knowledge of global financial markets and current affairs
• Client and service oriented personality with excellent selling and presentation skills, efficient and independent working methods, self-assertion and high motivation
• Ability to communicate complex subjects at different levels and express things simply and directly
• Excellent interpersonal skills, attentive listener, communicative and client oriented personality, trustworthiness, discretion and team player
• High level of drive and energy, making contribution with conviction and confidence
• Ability to match client needs with appropriate product solutions
• Sound commercial judgement, represents the Bank's and the shareholders'
  interests at all times
• Experience in dealing with cross-border situations

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