Relationship Manager - Mexico Market

Job description

Your challenge

• Acquisition of new customer relationships through own network
• Providing customized investment solutions in accordance with the Bank's guidelines
• Optimization of revenue by acquiring an additional share of the wallet / cross-selling
• Working with a team (including the appropriate use of specialists) to develop and deliver comprehensive wealth management services to the client
• Monitoring the development of the financial markets and adjusting the investment strategy accordingly
• Compliance with all internal, applicable and relevant policies, guidelines, laws and regulations (specific to Julius Baer and the financial industry)
• Continuous deepening of customer relationships
• Development and implementation of new marketing strategies in cooperation with the Market Head
• Responding to all customer requirements in a timely and professional manner
• Adoption of new processes and product initiatives

Your profile

• At least 15 years of experience in advising demanding clients and managing large client portfolios
• Proven success in developing new (ultra) high net worth individual relationships through existing network in Mexico
• In-depth knowledge of the Mexican market, including the legal and regulatory framework
• Broad knowledge of global financial markets, economics and current events
• Investment advisory skills and experience in portfolio management would be an advantage
• Relevant academic and professional background
• Excellent communication, interpersonal and negotiation skills
• Fluent in English and Spanish (written and spoken)
• Experience of living and working in Mexico would be an advantage
• Ability to work independently and take initiative
• Entrepreneurial with the ability to think strategically in a fast-paced and challenging work environment

We offer

No explicit benefits mentioned, but a working atmosphere is described in which individual strengths are valued and encouraged to be effective, entrepreneurial and empowered and to create value beyond the wealth sector.