Job Description

BRAND NEW ROLELOCATION: CT or JHB or KZNR HIGHLY NEGOTIABLE PLUS ANNUAL PERFORMANCE BONUS- to attract a top flight wealth manager - with clients who are invested off shore. You don't have to bring a book but must have some offshore SA clients.Our client is a leading Swiss wealth management group. They focus on servicing and advising sophisticated private clients from around the world, taking into account what truly matters to them - in their business and personal life, today and for future generations. The company offers financing, investment advisory, custodial, and wealth management services to private and institutional client. Bank Julius Baer serves customers worldwide. They are a private banking corporation founded and based in Switzerland.. In terms of assets under management, the company is number three amongst Swiss banks and the biggest pure-play private bank. Established as a traditional private bank, it provides investment management, real estate financing, wealth management, and select offerings in sales and trading based on an open and managed architecture. The majority of income is generated by commissions and service fees. Located in 28 countries, it is known for its banking secrecy and client confidentiality. The group manages assets for private clients from all over the world. The firm's services consist mainly of wealth management and investment consultancy. The bank provides products via its open architecture platform as well as securities and foreign exchange trading.They now seek a senior wealth manager - international offering only - new business to join their team.JOB DESCRIPTION WILL INCLUDE BUT NOT BE LIMITED TO:

• You will be required to demonstrate business development abilities;
• You will be required to network and develop professional connections and grow your network;
• You will be required to maintain appropriate skills and knowledge in order to provide specialist, professional advice
• You will be required to be client-focused, with a desire and ability to communicate frequently with clients regarding their investments and performances;
• You will be required to conduct periodic reviews with individual clients as agreed with the client;

CORE COMPETENCIES REQUIRED, BUT NOT LIMITED TO:

• You are a committed, driven, results orientated individual who is able to build a relationship of trust both with existing and potential clients as well as referral networks;
• You have the ability to leverage this relationship of trust to achieve set annual targets for new business;
• You are technically excellent, well trained and up to date in order to deliver results;
• You are well-presented and eloquent. The company's wealth managers are a cut above in all respects;
• You have the desire to always make a supreme effort in all aspects of how we treat our valued clients;
• You have an existing book of clients would be a distinct advantage.

CORE QUALIFICATIONS AND EXPERIENCE:

• You have B Com (finance, accounting) as a minimum qualification;
• You have current, relevant work experience in the relevant field with offshore offerings and clients;
• You have a CFA, CFP;
• You are an experienced wealth manager, who would like to sell a top end service.

Claire Bourquin Recruitment Consultants