Location Head Advisory Middle East

4 days ago


Dubai, United Arab Emirates Julius Baer Full time

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.

LOCATION HEAD ADVISORY MIDDLE EAST

OBJECTIVE OF THE ROLE
The role requires leading a team / teams of highly qualified investment specialists including Investment Advisors (IAs), Mandate Advisors (MAs) and Fund Advisors (FAs) across multiple locations, in addition to managing your own client portfolios. You will act as IWMS’ ambassador inside and outside the Bank and as a primary contact for RMs and Senior Management. You will be supporting Relationship Managers (RMs) in prospecting new clients, managing existing client portfolios, and ensuring retention by providing holistic investment and portfolio advice across all asset classes. Furthermore, you will also be participating in prospect and client meetings, guiding RMs through the bank’s investment strategy and product offering. Finally, you will act as the JBME spokesperson for investment matters, including clients Markets Outlook, Press & TV events.

**YOUR CHALLENGE**:
DUTIES & RESPONSIBILITIES
- Act as representative and ambassador of Julius Baer and IWMS internally and externally
- Act as “One-Stop-Shop” for the IWMS investment value chain
- Manage the team work on a daily basis (delegates tasks and sets clear priorities)
- Motivate and support team members
- Ensure that all team members are up to date on the relevant internal processes / policies and supervises adherence. Ensures that mandatory trainings are followed by all employees
- Support the on-going development of the team and initiates the development planning for their skills, training, and career
- Support RMs in the book transformation, by improving profitability and increasing the share-of-wallet
- Act as an unbiased and holistic business enabler for client solutions, including cross-selling activities (Advisory and Discretionary Mandates, Funds, Structured Products, Credits, Global Custody, Wealth & Tax Planning etc.)
- Provide investment-related services for high-volume or highly profitable advisory mandates, including conducting portfolio proposals / reviews, creating sophisticated, tailor-made proposals and presenting the results to clients / prospects, by always considering client suitability, risk appetite, life-cycle-related needs and investment objectives
- Promote Fund business and support Fund initiative locally
- Act as the entry point for standard Discretionary Mandate solutions including sales and after-sales activities
- Support internal and external events, notably
- Lead sales and desk meetings, by providing updates on markets, sharing Julius Baer convictions on products and delivering tailored content (fitting the desk’s regional preference) and on demand presentations
- Presenting at internal and external events
- Act as spokesperson for investment matters (client Market Outlook, Press & TV events)

YOUR PROFILE
- Extensive (10+ years) professional experience in banking and finance, preferably in Investment Advisory, Discretionary Portfolio Management or Asset Management
- Experience in leading highly qualified specialists
- University Degree or Apprenticeship/High School Diploma, preferably in Economics or Finance
- Further education in financial markets (CFA, ESG etc.) is an asset
- Genuine passion for financial markets
- Pronounced knowledge in all asset classes and financial products (funds, structured products, etc.) in a portfolio context
- Profound knowledge in all applicable regulatory requirements / regimes - (i.e. MiFID II, FIDLEG)
- Successful networker both within and outside the Bank
- Entrepreneurial mindset
- Enjoying strategic and managerial assignments of tasks
- Outstanding interpersonal and communication skills
- Creative and outgoing personality
- Languages
- Mandatory: English (excellent written and oral skills) and if necessary additional language according to market coverage
- Additional languages (including Arabic) would be an asset
- Financial information tools (profound knowledge e.g. Reuters/Eikon, Bloomberg)

**YOUR PROFILE**:


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