Job description

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.

Portfolio Monitoring and Client Communication for Advice Premium Mandates

• For sub-accounts within the an Advisory Premium Mandate, portfolio reviews are conducted by the Product Specialist upon RM’s request. If applicable, Product Specialist will include the yearly leverage review along with the PAR report.

  
  

• Portfolio Reviews will be completed on a priority basis and the timeline will be agreed with the Product Specialist in advance. RM/ARM to share account /household details prior to conduct-ing the Portfolio Review.

  
  

• With regards to direct client contact, any investment ideas prepared by the Product Specialist will be shared directly by the RM/ARM. 

  
  

• Product Specialist is available for calls and meetings as per RM’s request. Kindly notify Product Specialist at least 48 hours in advance. Any last minute requests can be accommodated on best efforts basis and are subject to other requests/meetings.

  
  

• For DiAS alerts, it is the RM’s responsibility to contact clients within 5 business days in order to avoid a scorecard impact. 

  
  

• All administrative tasks on an account level (e.g. archiving on myCRM, corporate actions, mar-gin calls, cash flows etc.) are the sole responsibility of RM/ARM. 

  
  

Trade Execution on Subaccounts with Advice Premium Accounts

•  All pre-/-post trade processes will be completed by the RM/ARM.   

  
  

• All suitability and trades will be executed by the RM/ARM.

  
  

Personal & Social Skills

• A natural team player
• Ability to relate to colleagues from diverse backgrounds
• Open, approachable and displays genuine interest in people and in improving processes
• Always communicates in a competent and professional manner
• Highly service oriented and passionate about client servicing
• Systematic, precise and diligent working style and the ability to perform under pressure
• Personal integrity and ethical behavior

Professional & Technical Skills

• Appropriate understanding of relevant products and services in Private Banking

  
  

• Basic knowledge of global financial markets and current developments in the industry

  
  

• Sound affinity with the geographic market(s) covered, i.e. familiar with the legal and regulatory environment as well as cultural awareness

  
  

Education and Experience

• Relevant educational (bank apprenticeship or equivalent) and professional background (work experience in the financial industry)

  
  

• Good language skills (verbal and written) according to specific market requirements

  
  

• Proven track record in servicing banking clients with complex needs (onboarding of new, maintaining and extending current relationships)

  
  

We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site.

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