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

Join Our Esteemed Team

At Julius Baer, we appreciate the unique qualities each individual brings, fostering an environment where you can make a significant impact. We invite you to be entrepreneurial, feel empowered, and contribute to creating value beyond wealth as we shape the future of wealth management together.

As a leading Swiss private banking group, we specialize in delivering exceptional service and advice to sophisticated private clients, maintaining a premium brand within global wealth management. The success of our service offerings relies on our committed teams who ensure a comprehensive range of services with exceptional quality.

Your Responsibilities

In this dynamic role, you will serve as the primary liaison between clients and the Bank, acting as a representative while managing a portfolio of Ultra High Net Worth clients. Your responsibilities will include:

• Proactively developing and maintaining a self-acquired portfolio focused on the UK International Market.
• Building trust-based relationships through regular and personalized client interactions.
• Responding promptly and professionally to all client inquiries and needs.
• Assessing and understanding each client's financial situation and overarching objectives.
• Delivering general wealth management services through integrated solutions encompassing legal, tax, and financial aspects based on client goals.
• Managing client assets by adhering to investment guidelines and collaborating with the Advisory Solutions and Investment Management departments.
• Monitoring financial markets closely to adapt investment strategies as necessary.
• Introducing tailored Bank products and services to clients by providing customized investment solutions.
• Ensuring compliance with regulatory procedures.

Your Expertise

The ideal candidate will possess the following qualifications:

• A strong track record in acquiring new UHNWI relationships through an established network in the UK International market.
• A minimum of 10 years of experience advising sophisticated clients and managing substantial portfolios within Private Banking and Financial Institutions.
• Competency in investment advisory related to local equities, bonds, and comprehensive knowledge of derivative instruments; portfolio management experience is a plus.
• Broad understanding of global financial markets, economic trends, and current affairs.
• An entrepreneurial mindset that proactively identifies and leverages new business opportunities.
• Deep knowledge of the UK market, including its legal and regulatory frameworks.
• Exemplary communication, interpersonal skills, and a strong sense of negotiation.
• Fluency in English, both written and spoken.
• Experience living and working in the UK is advantageous, with established relationships in the UK market being essential.
• A penchant for independent work along with a proactive initiative.
• Business-oriented with strategic thinking capabilities in a fast-paced, challenging environment.
• Strong planning and prioritization skills, with the ability to perform under pressure.
• An approachable attitude and a strong team player mindset.
• A passion for client service, persistence, and persuasiveness.
• A willingness to travel and flexibility in scheduling.
• A relevant higher educational background, such as a Master’s degree in Economics, Finance, Business Administration, or an equivalent field.