Mandate Specialist

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.

As a Mandate Specialist for Discretionary Solutions, you will play a pivotal role in shaping and driving the bank’s discretionary mandate business. You will act as a trusted expert to Relationship Managers, clients, and internal stakeholders, ensuring our discretionary offering is positioned effectively across markets and client segments.

In this highly client‑focused and commercially oriented role, you will serve as the key interface between Investment Management and the Front, ensuring seamless coordination from initial mandate promotion to ongoing servicing. You will support the acquisition of new clients, strengthen the bank’s value proposition, and contribute directly to revenue growth through your ability to communicate investment convictions, articulate portfolio rationale, and tailor solutions to client needs.

Your responsibilities will extend beyond sales support: you will also analyse market trends, identify business opportunities, and provide strategic insight that helps refine our discretionary offering. By hosting regular market updates and content briefings, you will ensure the front office is equipped with the latest insights, conviction themes, and product developments.

This position offers the opportunity to work closely with Investment Specialists, Portfolio Managers, and Product teams in a dynamic and collaborative environment. You will be part of a team that values expertise, client excellence, and forward‑thinking solutions aimed at delivering long‑term value to clients and strengthening the bank’s competitive positioning in the wealth management space.

YOUR CHALLENGE

PROMOTE DISCRETIONARY SOLUTIONS

• Develop a deep understanding of the bank’s discretionary products and services.
• Clearly articulate the value proposition of our solutions to Relationship Managers and clients.
• Support the positioning of discretionary mandates across client segments.SALES & FRONT SUPPORT

• Partner with Relationship Managers to create and deliver tailored client pitches, presentations, and marketing material.
• Participate in client meetings to showcase the bank’s discretionary offering.
• Act as the first point of contact between Investment Management and the Front teams for both sales and after‑sales queries.CLIENT ENGAGEMENT

• Build and nurture strong relationships with existing clients.
• Ensure clients receive outstanding service and are fully informed about our discretionary capabilities.
• Identify opportunities to increase wallet share and deepen client relationships.MARKET & COMPETITIVE INTELLIGENCE

• Monitor market developments, trends, competitor actions, and regulatory changes.
• Use insights to refine discretionary propositions and identify business opportunities.CROSS‑TEAM COLLABORATION

• Work closely with Investment Specialists, Portfolio Managers, and Product Specialists to ensure a coordinated approach to client solutions.
• Contribute to content creation and product messaging when required.INTERNAL PROMOTION & COMMUNICATION

• Host regular desk meetings to update teams on market trends, conviction products, and relevant content from Julius Baer.

YOUR PROFILE

PERSONAL AND SOCIAL SKILLS

• Strong communication, presentation and interpersonal skills. Ability to explain complex financial concepts to both internal teams and clients.
• Strong analytical and problem‑solving skills, paired with critical and creative thinking.
• Proven ability to build trusted relationships with stakeholders and clients.
• Demonstrated track record in achieving revenue growth and meeting sales targets.
• Experience in a comparable role within private banking or wealth management.
• Strong knowledge of investment products and advisory/discretionary solutions.
• Independent, efficient, proactive and meticulous working style.PROFESSIONAL AND TECHNICAL SKILLS

• Bachelor’s degree in finance, Economics, Business Administration, or a related field.
• Professional certifications (CFA, CAIA, or equivalent) are an advantage.
• Five years of professional experience in the financial sector, preferably in the investment management or sales.
• Fluency in English is required. Additional languages are a plus.
• Elevated understanding of the asset management business, with special focus on the ME market.
• Proficient user in portfolio management applications, especially Bloomberg AIM or similar.
• PowerPoint and Excel skills.We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site.

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