Senior Relationship Manager, Global NBI

Tasks

• Developing client relationships that meet high standards of engagement, while reflecting Julius Baer's premium market position as a leading asset manager.
• Responsibility for reviewing all assets in order to identify and manage them effectively.
• Ensuring a compelling customer experience through a strong consultative approach with personalized advice.
• Scheduling regular client meetings (quarterly reviews, operational updates, and monitoring of portfolio performance).
• Develop a deep understanding of clients' financial goals, preferences, and social weekly updates in order to create informed wealth management strategies that align with each client's unique lifestyle.
• Leveraging research capabilities, including access to dedicated researchers and risk managers, to deliver world-class solutions that meet clients' goals and objectives.
• Serve as a point of contact for various internal teams, including Tax, Compliance, and Operations.
• Presenting and providing input for the asset allocation recommendation process.
• Promoting coordination and communication between internal experts and customers.
• In partnership with the teams responsible for developing and marketing our investment products, propose relevant recommendations and support all projects necessary to maximize the bank's performance and objectives.
• Assume responsibility for promoting documents, presentations, or sales pitches related to high-value leads who are already registered in Julius Baer's client database.
• Approval of a structured approach to clients, including the engagement component of our own pipeline.
• Nurturing promising leads with a high conversion rate by expanding the existing customer base.
• A contribution to the identification and assessment of new customers' engagement.
• Maintaining professional development and showcasing one's capabilities in business opportunities to preserve the status quo.

Requirements

• Bachelor's or master's degree, or equivalent, in business, economics, finance, investment, applied mathematics, or marketing.
• Relevant financial experience, 1–8 years, and experience as a private investor or equivalent.
• In-depth knowledge of the financial industry and current trends in wealth management.
• Understanding of the stock markets and skills in cross-asset analysis.
• Ability to build relationships for the bank and its clients through a client-focused, consultative approach within a high-caliber network.
• Fluency in written and spoken English, as well as in one of the following languages: German, French, Chinese, Japanese, Mandarin, or Russian.
• Knowledge of U.S. and global regulations (SEC, ERISA, OFAC, BOA, and FATCA).
• Proven ability to connect with clients and their networks to build relationships.
• Strong stakeholder management skills, as well as a flexible and dynamic approach.
• Strong skills in financial modeling, analysis, forecasting, and reporting.
• Ability to provide and evaluate analyses and discussions at a high level of complexity for existing and new relationships.
• Ability to create an identified portfolio and an ecosystem model to develop differentiated, unique financial propositions.

Core Mindset

• Building a foundation and developing professional skills.
• Ability to learn from a wide range of customers and colleagues.
• A natural team player.
• Professional and polite.
• A Passion for Our Customers.
• Proven ability