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Client Portfolio Manager
1 month ago
The Client Portfolio Manager at BANK JULIUS BAER & CO. LTD. will be responsible for managing a portfolio of High Net Worth/Ultra High Net Worth private clients, providing comprehensive wealth management solutions to meet their needs.
Key Responsibilities:- Client Management: Respond to all client needs in a timely and professional manner, providing appropriate investment advice in line with the Bank's policy and asset allocation.
- Business Management: Develop and implement new marketing strategies in conjunction with Group/Team Heads, embracing new processes and product initiatives.
- Regulatory Responsibilities: Demonstrate appropriate values and behaviours, including standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulations.
- Personal and Social Skills: Good interpersonal skills, ability to relate to clients and colleagues from diverse backgrounds, strong team player, persistent and persuasive, passionate about client service, possesses good judgment and ability to work under pressure.
- Professional and Technical Skills: Relevant educational and professional background, proven track record in servicing a book of clients and acquisition of new relationships, sound affinity with the geographic market(s) to be covered, linguistic proficiency & cultural awareness, familiar with the legal & regulatory environment, excellent knowledge of global financial markets and current affairs, ability to match client needs with appropriate product solutions, sound commercial judgment, represents the Bank's and the shareholders' interests at all times.
We estimate the salary for this position to be around $120,000 - $180,000 per year, depending on location and experience.
