Relationship Manager (Hong Kong)

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 Relationship Manager Private Banking (RM) is the primary point of contact between the client and the Bank. He / she acts externally as an ambassador for the Bank and is responsible for the proactive and autonomous management of a portfolio of High Net Worth and / or Ultra High Net Worth private clients. This entails the delivery of comprehensive wealth management solutions to meet the clients’ needs as well as dealing with routine enquiries and transactions. Acquisition of new client relationships through his / her network is an integral element of the role. He / she acts as role model and contributes to the onboarding of new and development of junior team members. The RM is an essential part of the first line of defence. He / she identifies and manages risks and where necessary raises concerns and escalates issues in a timely manner to Front Management and / or second line of defence. The RM understands the Bank’s risk capabilities and appetite, and adheres to compliance standards, local regulations, and internal standards at all times.

YOUR CHALLENGE

CLIENT EXPERIENCE

The RM serves clients with highest quality standards, representing Julius Baer’s prestigious market position as a pure play wealth manager :

• Responds to all client needs in a timely and professional manner
• Ensures consistently high levels of client satisfaction by matching the frequency and intensity of contact to the clients preference
• Provides appropriate investment advice in line with the Bank’s policies and asset allocation
• Is responsible to proactively deliver clients’ feedback regarding products and services to the relevant specialists within the Bank in order to ensure continuous improvement and adaptation in line with market trends
• Participates in the development and implementation of client initiatives and new marketing strategies, and supports ad hoc projects as required by the Management (Team Heads and / or others)

ROSPECT & CLIENT MANAGEMENT

The RM is responsible for the proactive development and maintenance of a portfolio of High Net Worth and / or Ultra High Net Worth clients :

The RM is responsible for handling daily business risks and is an integral part of the first line of defence. The RM ensures a strong culture of compliance, ethical behaviours and sound risk management practices, incl. :

YOUR PROFILE

PERSONAL AND SOCIAL SKILLS

PROFESSIONAL AND TECHNICAL SKILLS

We are looking forward to receiving your full job application through our online application tool.