Assistant Relationship Manager – Product Specialist

About the role

Julius Baer is seeking an Assistant Relationship Manager – Product Specialist to support its Advice Premium client segment in Dubai. The role combines portfolio monitoring, product expertise and close collaboration with Relationship Managers to deliver tailored investment solutions.

Key responsibilities

• Focus on Advice Premium clients with assets under management between CHF 3 million and CHF 10 million.
• Collaborate with Relationship Managers to increase service activity, product penetration and revenue.
• Prepare proposals, portfolio ideas and communicate Julius Baer’s investment strategy to clients.
• Conduct portfolio reviews for sub‑accounts within Advice Premium mandates and provide leverage reviews.
• Establish risk tolerance and optimal asset allocation together with Relationship Managers.
• Act as the primary interface between Relationship Managers and the Investment & Wealth Management Services (IWMS) team.
• Support holistic business development and work closely with competence centres.

Required profile

• Team player with the ability to relate to colleagues from diverse backgrounds.
• Open, approachable and genuinely interested in improving processes and client service.
• Highly service‑oriented, systematic, precise and able to work under pressure.
• Strong personal integrity and ethical behaviour.
• Good understanding of private‑banking products and services.
• Basic knowledge of global financial markets and current industry developments.
• Familiarity with the legal, regulatory and cultural environment of the covered market.
• Relevant education or apprenticeship in banking and professional experience in the financial industry.
• Excellent verbal and written communication skills in English.