{"id":1234105,"url":"https://alion.io/job/julius-baer-relationship-manager","title":"Relationship Manager","company":{"id":3384,"name":"Julius Baer","domain":"juliusbaer.com","url":"https://alion.io/company/juliusbaer","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":75,"open_postings":5,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":34,"computed_at":"2026-10-02T05:45:00Z"}},"role":"Finance","role_family":"Finance","seniority":"senior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"inferred","locations":[],"countries":[],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-09-25T15:48:55Z","employer_posted_date":"2026-09-25","last_verified_at":"2026-09-30T22:03:24Z","board_verified":false,"closed_at":null,"days_open":7,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":7},"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.\nThe Relationship Manager is the primary point of contact between the client and the Bank. He/she acts externally as an ambassador for the Bank and is internally a role model. The individual is responsible for the proactive and autonomous acquisition of new client relationships through his/her network and management of a portfolio of High Net Worth private clients. This entails the promotion of comprehensive wealth management solutions to meet the clients’ needs as well as dealing with routine enquiries and transactions. Professionalism and responsiveness are key. He/she is also responsible to deliver clients’ feedback regarding products and services to the relevant specialists within the Bank to ensure continuous improvement and adaptation in line with market trends.YOUR CHALLENGE\nProactively acquiring and developing relationships with High Net Worth Individuals (HNWIs) and Ultra High Net Worth Individuals (UHNWIs) from primarily the Guernsey market\nIdentifying and pursuing new business opportunities to drive growth and increase revenue\nBuilding and maintaining a strong network of relationships with potential and existing clients, and other stakeholders to generate referrals and introductions\nDeveloping and executing a strategic business plan to achieve individual and team targets, including setting goals, tracking progress, and adjusting strategies as needed\nCreating and delivering targeted pitches and presentations to prospective clients, highlighting the Bank's unique value proposition and services\nCollaborating with internal teams, such as Investment Management, Advisory Solutions, and Product Specialists, to develop and promote innovative solutions and services that meet the evolving needs of HNWIs and UHNWIs\nStaying up to date with industry trends, competitor activity, and market developments to identify opportunities for growth and differentiation\nIntroducing the Bank's products and services to prospective clients, providing tailored-made investment solutions and cross-selling relevant offerings\nContributing to the development and implementation of new marketing strategies, initiatives and events to support business growth and brand awareness\nMentoring and supporting junior team members to develop their business development skills and contribute to the team's growth objectives\nEnsuring adherence to all regulatory requirements and industry standards, maintaining the highest level of professionalism and integrity in all interactions with clients and stakeholders.\nYOUR PROFILE\nPersonal and Social\nExcellent interpersonal skills\nOpen and approachable\nDisplays genuine interest in people\nAbility to relate to clients and colleagues from diverse backgrounds\nResults-driven\nA natural team player\nPersistent and persuasive\nPassionate about client service\nPossesses good judgement and ability to work under pressure\nPlans, organizes, and carries out work autonomously and allocates work time independently\nProfessional and Technical\nObtained or studying towards the Investment Advice Diploma, Level 4 or equivalent within agreed timescale\nMinimum of 5 years relevant experience\nRelevant higher educational and professional background e.g. FH, HWV, University or Bank apprenticeship combined with an appropriate professional qualification\nExperience in business development and sales\nProven track record in the acquisition of new relationships\nSound affinity with the geographic market(s) to be covered:Linguistic proficiency & cultural awareness\nFamiliar with the legal & regulatory environment\n\nSound knowledge of global financial markets and current affairs\nAbility to match client needs with appropriate product solutions\nSound commercial judgement, always representing the Bank and the shareholders’ interests\nWillingness and flexibility to extend their networking efforts outside of typical office hours.\nWe arelooking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site.\nIs this not quite what you are looking for? Set up a job alert by creating a candidate account here.","description_format":"text","description_chars":4356,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"phd","optional":false},"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Commercial & Retail Banks","Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-09-25T15:48:55Z"}],"liveness":{"score":84,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.839,"p_room":1,"age_days":6,"expected_fill_days":34,"reasons":["conf:31","win:early"],"computed_at":"2026-10-02T05:45:00Z"},"pay":null,"html_url":"https://alion.io/job/julius-baer-relationship-manager","json_url":"https://alion.io/job/julius-baer-relationship-manager.json","meta":{"generated_at":"2026-10-03T00:42:33Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","usage":{"tier":"crawler","counted_by":"address","units_charged":1,"used_today":365,"day_limit":5000,"remaining_today":4635,"minute_limit":60,"resets_at":"2026-10-04T00:00:00Z"}}}