Relationship Manager for SEA / Australian Market

Tasks

• Deal Execution
• Serve clients with high expectations for service and promote Julius Baer’s premium position as a one-stop shop for wealth management.
• Collaborating with clients throughout the entire portfolio management cycle: acquiring and monitoring inquiries in the mid-market segment, as well as providing Julius Baer’s full range of products and services.
• Support in the development and implementation of client strategies and asset modeling strategies; serve as the process owner responsible for execution and management.
• Participate in financial planning and the development of wealth management strategies in collaboration with Julius Baer’s team of qualified advisors.
• Responsibility for the ongoing development and management of a portfolio of high-value clients (RM's top-line goals).
• Implementing a continuous team approach, including a representative team of specialists, to present clients and others with comprehensive solutions tailored to their needs.
• Coordination of investment advice based on institutional and systematic research to position client portfolios within the family groups.
• Advice on asset allocation, as well as expertise in equity sectors and large-cap stocks.
• Promoting value-based investment methods and consistent collaboration with line officers and specialized teams.