Relationship Manager - Mexico Market

Stellenbeschreibung

Aufgaben

• Acquiring new client relationships through own network
• Providing tailored investment solutions in line with the Bank's policies
• Optimizing revenues by acquisition of additional share of wallet / cross-selling
• Working as part of a team (including the appropriate use of specialists) to develop and deliver comprehensive wealth management solutions to the client
• Monitoring the evolution of the financial markets and adjusting the investment strategy accordingly
• Complying with all internal, applicable and relevant policies, guidelines, laws and regulations (Julius Baer specific and financial industry)
• Continuously deepening client relationships
• Developing and implementing new marketing strategies in collaboration with the Market Head
• Responding to all client needs in a timely and professional manner
• Embracing new processes and product initiatives

Anforderungen

• Minimum 15 years' experience in advising sophisticated clients and managing large client portfolios
• Proven track record of developing new (UH)NWI relationships through existing network in Mexico
• In-depth knowledge of the Mexican market, including the legal and regulatory framework
• Broad knowledge of global financial markets, economics and current affairs
• Investment advisory skills and portfolio management experience would be an asset
• Relevant academic and professional background
• Excellent communication, interpersonal and negotiation skills
• Fluency in English and Spanish (written and spoken)
• Experience of living and working in Mexico would be an advantage
• Ability to work independently and take initiative
• Entrepreneurial with the ability to think strategically in a fast-paced and challenging work

Wir bieten

Keine expliziten Benefits genannt, jedoch wird eine Arbeitsatmosphäre beschrieben, in der individuelle Stärken geschätzt und gefördert werden, um gemeinsam die Zukunft des Wealth Managements zu gestalten.