Relationship Manager

YOUR CHALLENGE

• Proactively acquiring and developing relationships with high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs), primarily from 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, as well as other stakeholders, to generate referrals and introductions
• Developing and implementing a strategic business plan to achieve individual and team goals, setting objectives, tracking progress, and adjusting strategies as needed
• Creating and delivering targeted pitches and presentations to prospective clients, highlighting Julius Baer'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 customized 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 compliance with all regulatory requirements and industry standards, and maintaining the highest level of professionalism and integrity in all interactions with clients and stakeholders

YOUR PROFILE

Personal and Social

• Excellent interpersonal skills
• Open and approachable
• Exercises your judgment in a way that ensures our clients' interests ...
• Plans, organizes, and performs work independently and manages work time on their own

Professional and Technical

• Have obtained or be studying toward the Investment Advice Diploma, Level 4, or its equivalent within the agreed timeframe
• At least 6 years of relevant experience
• Relevant higher education and professional background, e.g., FH HWW University or a banking apprenticeship, combined with an appropriate professional qualification
• Experience in business development and sales
• Proven track record in establishing new client relationships
• Sound affinity with the geographic market(s) to be covered:
  • Linguistic proficiency and cultural awareness
  • Familiar with the legal and regulatory environment
• A solid understanding of global financial markets and current events
• Ability to match client needs with appropriate product solutions