Mandate Advisor 80% - Zurich, Schweiz - Julius Baer

Julius Baer

Geprüftes Unternehmen

Zurich, Schweiz

vor 3 Wochen

Geschrieben von:

Lena Schneider

beBee Recruiter

Beschreibung

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.

The role requires managing the investment-related daily business together with the Relationship Managers (RMs), Investment Advisors (IAs) and Portfolio Managers (PMs).

You will act as IWMS' ambassador inside and outside the Bank, as a primary contact for RMs and a Subject Matters Expert (SME) for matters related to Discretionary solutions and selected advisory mandates.

You will be supporting RMs in prospecting new clients, managing enhancement of existing client share of wallet, and retention by providing holistic investment and portfolio advice across asset classes.

Furthermore, you will be also participating prospect & client meetings, guiding RMs through the bank's investment strategy and product offering and hosting regular desk meetings.

YOUR CHALLENGE:

Act as representative and ambassador of Julius Baer and IWMS internally and externally
Act as "One-StopShop" for the IWMS investment value chain
Acquisition: Prospect pitches for discretionary and advisory solutions
Manage sales and aftersales for standard discretionary managed solutions
Serve as 1st point contact for the Portfolio Management team
Sales and maintenance of Core-Satellite solutions
Support RMs in the book transformation, improving profitability and increasing the shareofwallet
Provide investmentrelated services for highvolume or highly profitable advisory mandates including conducting portfolio proposals / reviews, create sophisticated, tailormade proposals and presenting the results to clients / prospects considering client suitability, risk appetite, lifecyclerelated needs and investment objectives
Be a sparring partner to RMs in market and investment product related matters
Act as an unbiased and holistic business enabler for client solutions including crossselling activities (Advisory and Discretionary Mandates, Funds, Structured Products, Credits, Global Custody, Wealth & Tax Planning etc.)
Support sales and aftersales activity with prospects as well as existing clients (i.e. join prospect/existing client/retention meetings)
Support internal and external events
Lead / run sales & desk meetings provide updates on markets, Julius Baer

conviction products, tailored content (fitting the desk's regional preference)
and on demand presentations

Presenting at internal and external events

YOUR PROFILE:

Extensive (35+ years) professional experience in banking and finance, preferably in Investment Advisory, Discretionary Portfolio Management or Asset Management
University Degree or Apprenticeship/High School Diploma, preferably in Economics or Finance
Further education in financial markets (CFA, ESG etc.) of advantage
Genuine passion for financial markets
Pronounced knowledge in all asset classes and financial products (funds, structured products, etc.) in a portfolio context
Successful networker both within and outside the Bank
Entrepreneurial and salesoriented mindset
High interpersonal and communication skills
Creative and outgoing personality
English and German (excellent written and oral skills) is mandatory, additional languages would be an asset
Financial information tools (profound knowledge e.g. Reuters/Eikon, Bloomberg)

Your Contact:
Alexandra Hofer