Team Head Relationship Management Intermediaries 100% (m/f/d)

at  Julius Baer

Luxembourg, Canton Luxembourg, Luxembourg -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate19 Jan, 2025Not Specified19 Oct, 2024N/AHigher Education,Leadership,Interpersonal Skills,Financial Markets,People Management,Leadership Skills,Cultural Awareness,Team BuildingNoNo
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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.
The Team Head Relationship Management Intermediaries is responsible for leading a team of Relationship Managers (RMs). They act internally as role model and externally as ambassador for the Bank. This entails being an inspiring and motivating leader. The Team Head drives the business by sharing their own significant experience, by helping the team to manage its current client base, and to further grow the business through share of wallet or by acquiring new clients. It is an important part of the role to fully assume the supervisory responsibilities and to manage risks as first line of defense. The Team Head develops jointly with RMs client action plans and supports them in strategic developments of their books. Sales Management, Client Management, People Management and Risk Management are the key features of this position and need to be managed in a balanced approach. The Team Head supports the Group Head or Market Head with business management tasks where needed. In some cases, a Team Head can have an own book. The Team Head generally should not spend more than 20% of their time on managing their own clients.

PERSONAL AND SOCIAL SKILLS

  • Communicates in a concise, competent, and professional manner
  • Personal integrity and exemplary ethical behaviour
  • Excellent management and leadership skills
  • Passionate about client service
  • Strong organisational, team building, and interpersonal skills with a positive mindset and can-do attitude
  • Excellent situational adaptability (can relate to Relationship Managers, team members and clients from diverse backgrounds)
  • High level of risk awareness
  • Excellent team player
  • Excellent judgement and ability to work in an agile manner and adapt to new situations
  • excellent language skills in nglish; any other language is a benefit

PROFESSIONAL SKILLS

  • Good people leadership skills
  • Profound experience in people management
  • Strong communicator
  • Proven track record in client service and experience in acquiring new client relationships and Relationship Manager
  • Sound commercial judgement, representative of the Bank’s shareholder interest, of the Bank’s reputation and of the Bank’s ethics
  • Sound affinity with the geographic areas covered, i.e. familiar with the local legal and regulatory environment as well as cultural awareness
  • Excellent understanding of products and services of Julius Baer
  • In depth knowledge of global financial markets and current developments in the banking industry

EDUCATION AND EXPERIENCE

  • Higher education with relevant degree (university or equivalent)
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Responsibilities:

  • Manages the development of all team members, supports them in their daily tasks and ensures a good and performance-driven team spirit
  • Evaluates and manages the performance of the RMs and of the supporting roles in the team and is responsible for their performance management process
  • Drives the hiring of new RMs in close collaboration with the Group Head/Market Head
  • Establishes a multi-generational strategy allowing for the development of the next generation of RMs in line with the evolution and development of the target intermediaries markets (with regards to both solutions and ways of interacting)
  • Supports continuous development and promotes the JB Academy Offering with special focus on junior staff, generates learning opportunities outside the regular curriculum (e.g., through regular and constructive involvement in client interactions) and ensures diversity of skills to achieve specific team strengths
  • Fosters a strong collaboration within the team and with other departments and experts
  • Shapes an atmosphere of mutual respect and inclusion, displays a positive mindset and can-do attitude
  • Is responsible for the constant increase in efficiency by boosting the Straight-Through-Processing (STP) rates with our intermediaries, by implementing digital solutions such as BOI, FIX etc. and increasing its usag


REQUIREMENT SUMMARY

Min:N/AMax:5.0 year(s)

Banking/Mortgage

Banking / Insurance

BFSI

Graduate

Proficient

1

Luxembourg, Luxembourg