Job offer
Senior Relationship Manager, Middle East & Africa
Julius Baer is seeking a Senior Relationship Manager for the Middle East and Africa in Dubai to serve as the primary point of contact for private clients and their wealth management needs. The role involves maintaining client relationships, advising on financial solutions, and proactively identifying new business opportunities.
Tasks
- Taking responsibility for the bank's most important client relationships, including maintaining and briefing contacts to coordinate with the client's organization
- Contribute to maintaining customers' financial stability and identify and implement measures to ensure customer satisfaction; provide products and services tailored to customer needs
- Providing appropriate solutions in accordance with the Bank's policies and credit guidelines
- Advising potential clients on financial management and securing asset-based opportunities to serve our clients' best interests
- Providing reliable and structured advice to clients regarding business needs and resource allocation in accordance with client requirements
- Participation in the development and implementation of product roadmaps and new architecture
- Project planning and support for at least one week by responding to the management team, handlers, and/or customers
- Serves as a point of contact for the specialized department and representatives of high-net-worth clients
- Use of an advisory approach, including clear opportunity management and specifications, for professional clients and actual contracts (with appropriate disclosure to new clients)
- Proactively communicate with customers and other stakeholders as appropriate regarding new customers and proposals; collaborate with other colleagues as needed
- Proactive risk management and the identification of appropriate strategies for managing effective measures and operational status
- Identifying new opportunities and product needs, and interpreting those needs in day-to-day operations
Job details