Senior Relationship Manager - Private Banking, Middle East & Africa

About the role

Julius Baer is hiring a Senior Relationship Manager for its Private Banking business covering the Middle East and Africa, based in Dubai. The Relationship Manager is the main point of contact for High Net Worth and Ultra High Net Worth clients, acting as an external ambassador for the bank and managing their portfolios proactively and autonomously.

Key responsibilities

• Serve clients to the highest standard, responding to their needs promptly and professionally, and tailor wealth management strategies to their financial goals and preferences
• Provide investment advice in line with the bank's policies and asset allocation, and feed client feedback back to the relevant specialists
• Take part in client initiatives, new marketing strategies and ad hoc projects requested by management
• Build and maintain a portfolio of HNW/UHNW clients, deepen relationships and grow revenue through cross-selling and additional share of wallet
• Manage at-risk clients and develop succession strategies to reduce attrition and generational transfer losses
• Ensure a strong conduct culture: high-quality KYC, accurate Client Contact Notes, timely clearance of alerts and training, and sound risk management across credit, trading, compliance and reputational exposures
• Raise concerns and escalate issues in a timely manner to Group Heads, Front Management and the second line of defence

Required profile

• Proven track record of at least 7-10 years in Private Banking, servicing a book of HNW clients and acquiring new relationships
• Sound affinity with the geographic market(s) to be covered and cultural awareness
• Familiarity with the legal and regulatory environment and sound commercial judgement
• Good interpersonal skills, persistence, persuasiveness and ability to work under pressure
• Autonomous planning and organisation of work
• Willingness to travel