Berufsbezeichnung: Relationship Manager

Arbeitsbeschreibung:
Acquire new private client relationships from the mexico region as well as ensure the follow-up, maintenance and development of the existing client base; Build and develop a trust-based relationship with the clients through regular and personalized contacts; Provide general wealth management services to clients by formulating integrated solutions Focused on meeting clients' objectives; Identify client needs and business opportunities to create bespoke solutions; Proactively promote the bank's products and services to clients, by providing them with tailors-made investment solutions; Manage client assets autonomously, in accordance with the investment guidelines and in coordination with the "investment advisory" and "portfolio management" departments; Monitor closely the evolution of the financial markets and, if needed, adapted the investment strategy accordingly; Ensure that all internal regulatory procedures related to relationship manager functions are carried out. Ability to relate to clients and colleagues from diverse backgrounds Passionate about client service Possesses good judgement and ability to work under pressure Professional and technical Relevant higher educational and professional background Sound knowledge of global financial markets and current affairs couple with an excellent expertise in investment products Proven track records in the management of portfolios Proven track record in servicing a book of clients and in acquisition of new relationships Deep knowledge of the mexico market to be covered Excellent knowledge of the latam culture in general and mexican culture in particular Familiar with the legal & regulatory environment Ability to match client needs with appropriate product solutions Sound commercial judgement, represents the bank's and the shareholders' interests at all times Mother tongue spanish with very good knowledge of english. Other language is a plus.

Angestelltenname: Banque Julius Baer & Cie SA

Arbeitgeber-Adresse:
Banque Julius Baer & Cie SA Rue Pierre-Fatio 7 1204 Genève

Form von Kontakt: Maud Renggli

Arbeitgeber Telefonnummer: +41 58 885 62 93

Stellenkurzbeschreibung:
Wirtschaftsprüfer, Steuerberater und verwandte Berufe

Land: Schweiz

Region: Genève

Vertragslaufzeit: Unbefristet

Vertragstyp: Vollzeit

Erforderliche Ausbildung: Uni/HS

Erfahrung: 5 Jahre und mehr

Quelle des Stellenangebots:
SECO,Öffentliche Arbeitsverwaltungen, Schweiz (Confoederatio Helvetica)

Fahrerlaubnis: Nein

Wie Sie sich bewerben: Weitere Angaben (siehe Beschreibung)

Gehalt Währung: CHF

Gehaltsperiode: monatlich

Gehalt Besteuerung: brutto