Relationship Manager

YOUR CHALLENGE

• Proactively acquiring and developing relationships with High Net Worth Individuals (HNWIs) and High-Net Worth Individuals (UHNWs) from primarily the Guernsey market
• Identifying and pursuing new business opportunities to drive growth and increase revenue
• Building and maintaining a strong network of relationships with potential and existing clients, other stakeholders to generate referrals and introductions
• Developing and executing a strategic business plan to achieve individual and team targets, identifying goals, tracking progress, and adjusting strategies as needed
• Creating and delivering targeted pitches and presentations to prospective clients, highlighting Julius Baer's unique value proposition and services
• Collaborating with internal teams, such as Investment Management, Advisory Solutions, and Product Specialists, to develop and promote innovative solutions and services that meet the evolving needs of HNWIs and UHNWIs
• Staying up to date with industry trends, competitor activity, and market developments to identify opportunities for growth and differentiation
• Introducing the Bank's products and services to prospective clients, providing tailored-made investment solutions and cross-selling relevant offerings
• Contributing to the development and implementation of new marketing strategies, initiatives and events to support business growth and brand awareness
• Mentoring and supporting junior team members to develop their business development skills and contribute to the team's growth objectives
• Ensuring adherence to all regulatory requirements and industry standards, maintaining the highest level of professionalism and integrity in all interactions with clients and stakeholders

YOUR PROFILE

Personal and Social

• Excellent interpersonal skills
• Open and approachable
• Exercises your judgement in a way so that our client interests ...
• Plans, organizes, and carries out work autonomously and allocates work time independently

Professional and Technical

• Obtained or studying towards the Investment Advice Diploma, Level 4 or equivalent within agreed timescale
• Minimum of 6 years' relevant experience
• Relevant higher educational and professional background e.g. FH HWW University or Bank apprenticeship combined with an appropriate professional qualification
• Experience in business development and sales
• Proven track record in the acquisition of new relationships
• Sound affinity with the geographic market(s) to be covered:
  • Linguistic proficiency & cultural awareness
  • Familiar with the legal & regulatory environment
• Sound knowledge of global financial markets and current affairs
• Ability to match client needs with appropriate product solutions