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 Assistant Relationship Manager (ARM) Private Banking supports one or more Relationship Manager(s) (RM) / Group Head(s) (GH) in daily operations, administration, client care and relationship management. The ARM interacts with internal as well as external stakeholders, provides clients with relevant information and supports the RM in implementing customized solutions. Furthermore, the ARM acts as role model in bringing the best service quality to the RMs / TH in a fast, professional and friendly manner, always living the Julius Baer values (Care, Passion and Excellence) and thus helping the team to manage and grow its current client base. He / she channels client feedback to the relevant individuals / departments within the Bank to foster continuous improvement and fast adaptation of processes. This position is the backbone of Client Relationship Management.
YOUR CHALLENGE
C l i e n t Administration & Management
- Supports RMs / GH in client interaction and all related tasks (systems, processes, files, documents etc.) with high-quality, precision and timely responsiveness
- Customizes client requests (reporting, statistics, mailings etc.)
- Manages the RM / GH’s calendar, prepares client meetings, organizes business trips, completes the post processing of client calls, client meetings or business trips for RMs / GH
- Compiles presentations, supports in drafting investment proposals and in marketing activities if needed (client reception, meetings, business trips, events etc.)
- Ensures coverage in case of own absences
Business M a na g em e n t
Regularly collects and exchanges relevant information necessary for the jobOrganises himself / herself in an efficient and compliant manner and ensures timely and appropriate information of the superiorConducts reviews, plans ahead and documents his / her work at all timesSupports RM / GH in implementation of projects and initiativesProvides professional input proposals for improvements based on experience, incident occurrence or observationManages the expense claim process for RMs / GHRi s k Management & C o n t r o l s
Actively helps managing risk (support first line of defence), i.e. in client documentation, by raising concerns, following up on issues and by escalating when in doubtEnsures adherence to local regulations and compliance with internal policies and standards (e.g. new account openings, payment instructions, reviewing client phone calls or signing off at own level of competence etc.) in collaboration with the respective RMs and GHEnsures timely clearance of pending items and escalated deficienciesEnsures appropriate ethical and compliant behaviour in his / her area of responsibilityEnsures correct, meaningful and understandable documentation of client interaction / client orders in the corresponding tool (e.g. CRM, DiAS)YOUR PROFILE
P e r s o n a l & Social Skills
Team playerExcellent situational adaptability (able to work with RMs and clients from diverse backgrounds)Friendly, trustworthy and discreet personality with high level of risk awarenessHighly service oriented and passionate about client servicingAlways communicates in a friendly, competent and professional mannerOpen, approachable an displays genuine interest in people and in improving processesSystematic, precise and diligent working style and the ability to perform under pressurePersonal integrity and ethical behaviourP r o f e ss io na l Skills
Sound affinity with the geographic market(s) covered, i.e. familiar with the legal and regulatory environment as well as cultural awarenessGood understanding of relevant products and services in Private BankingBasic knowledge of global financial markets and current developments in the industryE du c a t io n and Experience
A good university degree in Finance, Economics or related disciplineAt least 5 years of relevant client support experience in Private Banking set upUnderstands the execution and back office processes as well as the legal & compliance proceduresProven track record in servicing banking clients with complex needs (onboarding of new, maintaining and extending current relationships)Hands on knowledge of various banking system applicationsAdequate knowledge of Financial Terminals (e.g. Bloomberg, Reuters)Proficient in spoken and written English and Chinese (Cantonese and Mandarin)Relevant regulatory license from HKMA / SFCWe are looking forward to receiving your full job application through our online application tool.
