Senior Relationship Manager Global NRI

At Julius Baer, individual qualities are valued, enabling you to be impactful, entrepreneurial, empowered, and to create value beyond wealth. Shape the future of wealth management together.

The Relationship Manager Private Banking is the primary point of contact between the client and the Bank, acting externally as an ambassador and responsible for the proactive and autonomous management of a portfolio of High Net Worth and/or Ultra High Net Worth private clients.

• Manage a portfolio of High Net Worth and/or Ultra High Net Worth private clients proactively and autonomously.
• Deliver comprehensive wealth management solutions to meet clients’ needs and handle routine enquiries and transactions.
• Acquire new client relationships through your network.
• Act as a role model and contribute to onboarding and development of junior team members.
• Identify and manage risks, raising concerns and escalating issues to Front Management and/or second line of defence as necessary.
• Serve clients with the highest quality standards, responding to all client needs in a timely and professional manner.
• Ensure consistently high levels of client satisfaction by matching contact frequency and intensity to clients’ preferences.
• Develop a deep understanding of clients’ financial goals, preferences, and evolving needs to deliver tailored wealth management strategies.
• Provide appropriate investment advice in line with the Bank’s policies and asset allocation.
• Proactively deliver clients’ feedback regarding products and services to relevant specialists within the Bank.
• Participate in the development and implementation of client initiatives and new marketing strategies, and support ad hoc projects as required by Management.
• Apply a collaborative team approach, involving specialists to develop and deliver comprehensive wealth management solutions.
• Deepen client relationships and optimise revenues through acquisition of new clients and cross-selling.
• Proactively manage client risks and develop succession strategies to mitigate attrition risks and generational transfer losses.
• Embrace new processes and product initiatives, and use available tools in daily business.
• Handle daily business risks and ensure a strong conduct culture of compliance, ethical behaviours, and sound risk management practices.
• Implement and achieve a “First Time Right” culture, including high KYC quality, positive control results, and high-quality documentation of Client Contact Notes.
• Ensure timely clearance of pending items, alerts, notifications, trainings, and conditions.
• Remain familiar with risk topics, appetite statements, applicable policies, and necessary documentation standards, reviewing and addressing deficiencies.
• Identify and evaluate risks related to credit, trading, compliance, and reputational exposures, taking full ownership and providing risk mitigation measures.
• Raise concerns, follow up on issues, and escalate issues to Group Heads / Front Management and/or second line of defence in a timely manner.
• Foster collaborative and proactive exchanges with relevant risk, compliance, and legal functions.
• Ensure adherence to rules, policies, and principles of good conduct.

• Very good interpersonal skills.
• Ability to relate to clients and colleagues from diverse backgrounds.
• A natural team player.
• Persistent and persuasive.
• Passionate about clients.
• Possesses good judgement and ability to work under pressure.
• Plans, organises, and carries out work autonomously and allocates work time independently.
• Proven track record and at least 7-10 years of Private Banking experience in servicing a book of clients and in acquisition of new relationships.
• Sound affinity with the geographic market(s) to be covered.
• Cultural awareness.
• Familiar with the legal and regulatory environment.
• Sound commercial judgement and knowledge of global financial markets.
• Ability to match client needs with appropriate product solutions.
• Willingness to travel.

Julius Baer is a prestigious pure play wealth manager, committed to delivering value beyond wealth and shaping the future of wealth management.