Job offer
Relationship Manager Private Banking UHNW - UK International market -100% (f/m/d)
Julius Baer is seeking a Relationship Manager Private Banking UHNW for the UK International Market to build a fiduciary-based relationship with ultra-high net worth clients and provide comprehensive wealth management services. The candidate should have 10 years of experience in advising sophisticated clients in private banking.
Job description
Tasks
- Proactively develop and maintain a UHNWl portfolio of clients with a focus on the UK international market
- Building a trust-based relationship with customers through regular and personal contact
- Respond to all customer requirements in a timely and professional manner
- Determination and assessment of the client's financial situation and overall objectives
- Providing general wealth management services to clients, in particular by formulating integrated solutions (legal, tax, financial, etc.) based on client objectives
- Management of client assets in accordance with the investment principles and in coordination with the "Advisory Solutions" and "Investment Management" departments
- Close monitoring of developments on the financial markets and adjustment of the investment strategy if necessary
- Introduction of banking products and services for customers by providing customized investment solutions
- Ensuring adherence and compliance with regulatory procedures
Requirements
- Proven success in attracting new UHNWl relationships through existing network in the UK international market
- At least 10 years' experience advising sophisticated UK clients, managing large books in a private banking financial institution
- Investment advisory skills and experience in local equities, bonds and extensive knowledge of derivative instruments; portfolio management experience would be a plus
- Broad knowledge of global financial markets, the economy and current events
- Entrepreneurial mindset with a proactive approach to identifying and capitalizing on new business opportunities
- Comprehensive knowledge of the UK market, including the legal and regulatory framework
- Excellent communication and interpersonal skills as well as strong negotiation skills
- Fluent in English (written and spoken)
- Recent experience of living and working in the UK would be an advantage, but at least a relationship with the UK market is essential
We offer
- No specific benefits or offers mentioned in the text.Job details
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