Relationship Manager for SEA Market

Tasks

The Relationship Manager is the primary point of contact between clients and the bank. He/she acts as an ambassador for the bank externally and is a role model internally. He/she is responsible for the proactive management of a portfolio of high net worth/ultra high net worth private clients. This includes:

• Active monitoring of customer investment portfolios and credit situations
• Ensure consistently high levels of customer satisfaction by adapting the frequency and intensity of contact to customer preferences.
• Teamwork (including the appropriate use of specialists) to develop and deliver comprehensive asset management solutions for clients
• Acquiring new customer relationships through your own network and deepening existing customer relationships (attracting additional customer assets; increasing the share of customer assets)
• Responsibility for providing customer feedback on products and services to the relevant persons/departments within the bank to ensure continuous improvement and adaptation to market trends
• Compliance with the bank's internal policies and practices, as well as all relevant industry rules and regulations

management

• Development and implementation of new marketing strategies in consultation with group/team leaders
• Implementation of new processes and product initiatives
• Participation in ad hoc projects as required by the group/team leaders
• Promoting discipline and good working practices (including meeting deadlines and regulatory requirements as well as fulfilling documentation requirements)
• Compliance with all Julius Baer and industry rules and regulations for private banking

Regulatory responsibilities and risk management

• Demonstration of appropriate values and behaviors, including but not limited to standards of honesty and integrity, diligence and conscientiousness, fair treatment (treating customers fairly), conflict management, competence and continuous development, appropriate risk management, and compliance with applicable laws and regulations.

Requirements

Personal and social requirements:

• good interpersonal skills
• approachable, professional, and responsive
• Ability to engage with customers and colleagues from different backgrounds
• strong team player

Additional requirements:

• Proven success in customer service and acquiring new relationships
• Familiarity with the geographic market to be covered
• language skills and cultural awareness
• Working knowledge of IT systems and/or technical working knowledge of Microsoft Office applications (e.g., Word, Excel, PowerPoint, etc.)
• MAS registration/Appointed Representative (if applicable)

We offer

(No information available)