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Wealth Management Advisor
1 week ago
BANK JULIUS BAER & CO. LTD. is a leading private banking institution with a commitment to excellence and customer service. We are seeking a skilled Portfolio Management Specialist to join our team, responsible for managing a portfolio of High Net Worth/Ultra High Net Worth private clients, providing comprehensive wealth management solutions, and ensuring consistently high levels of client satisfaction.
Key Objectives:
- Develop and maintain strong relationships with existing clients
- Identify new business opportunities and acquire new client relationships
- Work collaboratively with colleagues to deliver comprehensive wealth management solutions
Requirements:
- Good interpersonal skills and ability to relate to clients and colleagues from diverse backgrounds
- Strong team player with excellent communication and problem-solving skills
- Ability to work under pressure and prioritize tasks effectively
What We Offer:
- Opportunity to work with a leading private banking institution
- Competitive salary and benefits package
- Professional development opportunities
