Julius Baer is the leading Swiss private banking group with a focus on servicing and advising sophisticated private clients and a premium brand in global wealth management.
That is why a comprehensive range of services and first-class service quality are essential as are the committed teams that provide them.
YOUR CHALLENGEProactively developing and maintaining a portfolio of self-acquired GCC Clients and Non-Resident IndiansCreating and building a trust-based relationship with the clients through regular and personalized contactsResponding to all client needs in a timely and professional mannerAscertaining and assessing the client's financial situationProviding general wealth management services to the clients, namely by formulating integrated solutions (legal, tax, financial, etc.
based on the client’s objectivesClosely monitoring the evolution of the financial markets and, if needed, adapted the investment strategy accordinglyProactively promoting the Bank’s products and services to clients, by providing them with tailors-made investment solutionsEnsuring that all internal regulatory procedures relating to relationship manager functions are carried out (e.
g. compliance, QI, taxation of savings income, cash flows, Swiss Federal Act on Stock Exchanges and Securities Trading).REQUIREMENTSVery good inter-personal skillsOpen and approachablePersistent and persuasivePassionate about client servicePossesses good judgement and ability to work under pressureRelevant higher educational and professional background10 to 15 years of experience in bankingFluent in English (written and spoken)Familiar with the legal & regulatory environmentSound knowledge of global financial markets and current affairsAbility to match client needs with appropriate product solutionsWillingness to travelStrong Client and prospect network in Middle East and IndiaHR Contact : Jeannie JosephStrategic Recruiting+971 4377 04 86We are looking forward to receiving your full job application through our online application tool.
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