Assistant Relationship Manager

Tasks

• Management and escalation of customer inquiries and information.
• Track all client appointments and plan the weekly schedule for 1–2 Relationship Managers (RMs).
• Assisting and supporting the relevant specialist during various investment meetings to analyze the project's viability.
• Conducting KYC checks for prospective and new customers.
• Creating and maintaining CRM data to support customer relationships and ensuring compliance with KPIs.
• Set up billing and administration for new accounts.
• Maintain excellent written and verbal communication with customers, team members, and companies on their behalf.
• Performing routine administrative tasks, such as processing checks, wire transfers, bank statements, opening accounts, etc.
• Research on client companies, ownership structures, and business structures.
• Support in identifying and pursuing new sales opportunities in the pipeline (e.g., portfolio rebalancing, asset planning, goal tracking).
• Assistance with reviewing and reporting on RM/manager goals (e.g., sales, AUM, etc.).
• Review of recommendations from third parties and internal recommendations.
• Support relationship planning and business development through close collaboration with the sales and marketing teams.
• Marketing communications with customers (e.g., event details, new publications, etc.).
• Coordination with clients' accountants, legal advisors, or attorneys, etc.

Requirements

• Strong skills and a friendly demeanor toward clients (serves them), I-R, familiar with high-end wealth management products, and solid global experience.
• Sales-oriented mindset, strong and meticulous writing skills, and the ability to perform multiple tasks with a high degree of care.
• Proactive communication regarding internal matters and active collaboration within the team environment.
• Personal integrity and ethical conduct.
• Basic knowledge of global financial markets and current industry trends.
• A strong passion for finance, economics, or related fields.
• A good understanding of how banks generally operate and how their customers interact with them.
• Understanding of the key customer investment process and the associated KYC and compliance procedures.
• Previous direct experience working with major clients in the region is a plus.
• Proficiency in computer skills.
• Working under pressure with familiar trading platforms.
• Advanced knowledge of finance, economics, or business administration.
• Fluency in spoken and written English and Chinese (Cantonese and Mandarin).
• Native Spanish speakers from other AFC regions.

We offer

• This role is an entry-level position within the Relationship Management Banking (RMB) & Private Banking segment.
• Our goal is to support and contribute to the overall functioning of our Relationship Manager (AAM).
• Work Location: Julius Bär Hong Kong Office, 22nd Floor, East Tower, Plaza 66, 8 Queen's Road Central, Central, Hong Kong.
• Working hours: 9:00 a.m. to 6:00 p.m.; additional evening and weekend work is expected depending on customer needs.