Job offer
Associate Relationship Manager (Greater China)
The Associate Relationship Manager (Greater China) at Julius Baer supports Senior Relationship Managers and builds a strong client base through proactive outreach and collaboration. The role offers a 36-month program with dedicated support and development opportunities in the world of private banking.
Job description
As an Associate Relationship Manager (Greater China), you will be part of our 36-month program designed to advance your career in the world of private banking. You will receive dedicated support and guidance from experienced senior relationship managers who will coach, mentor, and guide you along the way.Tasks
As an Associate Relationship Manager, you will:- Build and maintain a strong customer base network through proactive engagement and collaborative teamwork.
- Provide expert investment advice and responsive service tailored to each client's individual needs and preferences.
- Develop and deepen customer relationships through strategic cross-selling and upselling opportunities.
- Ensure excellent customer satisfaction by maintaining accurate records and complying with regulatory requirements.
- Participate in innovative marketing strategies and take part in forward-looking initiatives.
- Actively engage with our Associate Relationship Manager community to share best practices and experiences and promote a culture of excellence.
Requirements
We are looking for a candidate with:- 3–5 years of relevant experience, preferably in wealth management, investment consulting, or a support role within a private banking team.
We offer
Through our program, you will:- Gain a deep understanding of wealth management and customer relationship management.
Job details