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:

Applies a collaborative team approach, including the appropriate use of specialists, to proactively develop and deliver comprehensive wealth management solutions to the clients

Continuously deepens client relationships and optimises revenues through acquisition of new clients and additional share of wallet /cross-selling

Proactively manages client at risks and develops succession strategy to mitigate attrition risks and generational transfer losses

Embraces new processes and product initiatives, and diligently uses available tools in daily business

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.:

Implements and achieves an appropriate “First Time Right” culture, incl. high KYC quality, positive control results and high-quality documentation of CCN via the 5Ws

Ensures the timely clearance of pending items, alerts, notifications, trainings and/or conditions, leading to none or limited number of overdue items

Learns and remains familiar with risk topics/appetite, applicable policies and necessary documentation standards, reviews and addresses detected deficiencies

Identifies, evaluates risks in taking decisions and ponders future outcomes in light of the applicable risk appetite, takes full ownership and provide mitigation measures

Raises concerns, follows up on issues and escalates issues in a timely manner to Front Team Heads / Front Management or second line of defence

Fosters collaborative and proactive exchanges with the relevant risk, compliance and legal functions

Ensures adherence to rules & policies and the “principles of good conduct”

YOUR PROFILE

PERSONAL AND SOCIAL SKILLS

Very good interpersonal skills

Open and approachable

Displays genuine interest in people

Ability to relate to clients and colleagues from diverse backgrounds

A natural team player

Persistent and persuasive

Passionate about client service

Possesses good judgement and ability to work under pressure

Planes, organizes, and carries out work autonomously and allocates work time independently

PROFESSIONAL AND TECHNICAL SKILLS

Proven track record in servicing a book of clients and in acquisition of new relationships

Sound affinity with the geographic market(s) to be covered Linguistic proficiency & cultural awareness

Familiar with the legal & regulatory environment

Sound commercial judgement and knowledge of global financial markets

Ability to match client needs with appropriate product solutions

Willingness to travel

Relevant regulatory licences from HKMA/SFC

Certified Private Wealth Professional (CPWP) certification preferred

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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