Job offer

Relationship Manager Private Banking UHNW - UK International market -100% (f/m/d)

The Relationship Manager Private Banking UHNW - UK International Market role at Julius Baer involves servicing ultra-high net worth clients in the UK market, developing trust-based relationships and providing personalized wealth management services. The ideal candidate will have at least 10 years' experience in private banking and a strong network presence in the UK market.

Tasks

  • Proactively develop and maintain a UHNWl portfolio of clients with a focus on the UK international market
  • Building and maintaining 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 goals
  • 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 experience in winning 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; experience in portfolio management would be an advantage
  • 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
  • In-depth knowledge of the UK market, including the legal and regulatory framework
  • Excellent communication and interpersonal skills as well as good 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 explicit benefits mentioned.

Job details

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