Job offer
Senior Relationship Manager, Global NHRI
Julius Baer is seeking a Senior Relationship Manager in Zurich for its Global NHRI division, who will be responsible for managing and developing long-term client relationships in private banking. The position requires 5–7 years of experience in private banking, excellent English and German language skills, and an entrepreneurial mindset.
Tasks
- Responsible for all asset classes in a forward-looking and professional manner
- Developing compelling sales scripts in collaboration with front-office sales managers
- Personal management of wealth management solutions and responsibility for supporting advisors and providing strategic wealth management solutions
- Supporting successful market expansion efforts by contributing to sales development and identifying and recruiting new customers
- Continuously aligning asset management strategies with the client's business objectives and managing ongoing relationships
- Generating New Business Revenue Figures by Focusing on Growth and Profit Drivers (AUM)
- Close collaboration with internal specialists (e.g., Private Banking, Compliance, and Legal) and the exchange of best practices to be an excellent advisor
Requirements
- Excellent interpersonal skills
- Ability to meet sales targets and deadlines within the specified timeframe
- A Solid Business Plan
- Personal and Professional
- Customer-Focused
- Passion, enjoyment of work, and the ability to work under pressure
- At least 5–7 years of verifiable experience in private banking managing a client portfolio and a proven track record of success
- Excellent understanding of the financial markets and the product portfolio
- Fluency in English and German
- High level of motivation and entrepreneurial mindset
- Ability to think creatively, consider and implement efficient solutions as part of a team
- A solid understanding of customer and business models
Job details
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