Cross-Unit Relationship Manager, Private Banking - Asia CH

Tasks

• Responsible for all activities related to the client lifecycle for Cross Unit Relationships (CU R), and serve as the point of contact for clients in the Private Banking Division of the Julius Baer Group
• Providing high-quality service to the joint venture partner, ensuring the seamless execution of banking activities, and meeting their cultural and linguistic requirements
• Building and maintaining a strong partnership with the joint venture partner
• Serving as a center of expertise; maintaining up-to-date knowledge of banking initiatives, documentation, internal processes, guidelines, and regulatory developments relevant to the market
• Coordinate with internal departments, including Operations, Risk, and Compliance, during processing to ensure the smooth execution of banking activities and minimize potential risks

Profile

• Knowledge of Japanese culture and language would be an asset
• Relevant academic and professional background
• A solid understanding of various legal structures
• Interest in compliance issues
• Excellent knowledge of financial products and markets
• Customer-focused mindset and strong commitment to service
• Attention to detail
• Open and Accessible
• Resistant to change
• Excellent interpersonal skills
• Flexibility and a positive attitude