Relationship Manager Private Banking UHNW - UK International market – 100% (w/m/d)

Join Our Dynamic Team

At Julius Baer, we celebrate the unique qualities that each individual brings, fostering an environment where you can make an impact, act entrepreneurially, and create value beyond wealth. Together, let’s shape the future of wealth management.

As a leading Swiss private banking group, we prioritize servicing and advising sophisticated private clients, ensuring that our premium brand in global wealth management is supported by a comprehensive range of services and exceptional service quality delivered by our dedicated teams.

Your Challenge

• Proactively develop and maintain a self-acquired portfolio of Ultra High Net Worth Indiviudals (UHNWI) focusing on the UK International Market.
• Create and cultivate trust-based relationships with clients through regular and personalized interactions.
• Respond to all client needs in a timely and professional manner.
• Assess clients’ financial situations and overall objectives effectively.
• Provide tailored wealth management services, formulating integrated solutions based on client objectives.
• Manage client assets in line with investment guidelines, collaborating with the “Advisory Solutions” and “Investment Management” departments.
• Monitor financial market developments and adjust investment strategies as necessary.
• Introduce the Bank’s products and services, offering clients bespoke investment solutions.
• Ensure compliance with regulatory procedures.

Your Profile

• Proven track record in acquiring new UHNWI relationships through an established network in the UK International market.
• Minimum of 10 years’ experience in advising sophisticated UK-based clients, managing substantial portfolios within Private Banking Financial Institutions.
• Investment advisory competence with experience in local equities and bonds, along with extensive knowledge of derivative instruments; experience in portfolio management is a plus.
• Broad understanding of global financial markets, economics, and current affairs.
• Entrepreneurial mindset with a proactive approach to identifying and leveraging new business opportunities.
• In-depth knowledge of the UK market, including its legal and regulatory framework.
• Excellent communication and interpersonal skills complemented by strong negotiation abilities.
• Fluent in English (both written and spoken).
• Recent experience living and working in the UK is advantageous, but maintaining relationships in the UK market is essential.
• Ability to work independently and take initiative.
• Business-oriented with strategic thinking capabilities in a dynamic and demanding work environment.
• Strong planning, prioritization skills, and ability to work under pressure.
• Open, approachable, and collaborative team player.
• Passionate about client service, persistent, and persuasive.
• Willingness and flexibility to travel as needed.
• Relevant higher educational and professional background, such as holding a Master’s Degree in Economics, Finance, Business Administration, or a related field.