JULIUS BAER

Relationship Manager (BB-FEF85)

Found in: Neuvoo Bulk HK

Description:

Julius Baer is the leading Swiss private banking group with a focus on servicing and advising sophisticated private clients and a premium brand in global wealth management. That is why a comprehensive range of services and first-class service quality are essential – as are the committed teams that provide them.

The Relationship Manager is the primary point of contact between the clients and the Bank. He/she acts as an ambassador for the Bank externally and is a role model internally. He/she is responsible for the proactive and autonomous management of a portfolio of High Net Worth/Ultra High Net Worth private clients. This includes the delivery of comprehensive wealth management solutions to meet the clients’ needs as well as dealing with routine enquiries and transactions.

YOUR CHALLENGE

Client Management

  • Provides appropriate investment advice in line with the Bank’s policy and asset allocation
  • Active monitoring of client investment portfolios and collateral situations
  • Ensures consistently high levels of client satisfaction by matching the frequency and intensity of contact to the clients’ preference
  • Works in a team to develop and deliver comprehensive wealth management solutions for clients
  • Acquisition of new client relationships through own network and deepening existing client relationships
  • Business/Risk Management

  • Develops and implements new marketing strategies in conjunction with the Group/Team Heads
  • Embraces new processes and product initiatives
  • Fosters discipline and good work practices
  • Compliance with all internal, applicable and relevant policies, guidelines and laws & regulations
  • Demonstration of appropriate values and behaviours including but not limited to standards on honesty and integrity, due care and diligence as well as fair dealing
  • REQUIREMENTS

    Professional and Technical

  • Relevant educational and professional background
  • Able to plan and organize work independently
  • Proven track record in servicing a book of clients and in acquisition of new relationships
  • Excellent knowledge of global financial markets and current affairs
  • Ability to match client needs with appropriate product solutions
  • Sound commercial judgment, represents the Bank’s and the shareholders’ interests at all times
  • Relevant regulatory licences from HKMA/SFC
  • We are looking forward to receiving your full job application through our online application tool. You can find further interesting job opportunities from the Home Page or under Similar Jobs section.

    calendar_today9 hours ago

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