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
• Ensuring a consistently high level of customer satisfaction by adapting the frequency 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 customers/assets; increasing the share of customer assets)
• Providing customer feedback on products and services to the relevant individuals/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
• Adoption 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 for private banking

Regulatory responsibility and risk management

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

Requirements

• good interpersonal skills
• approachable, professional, and responsive
• Ability to engage with customers and colleagues from different backgrounds
• strong team player
• Proven track record in managing a customer base and acquiring new relationships
• Good affinity with the geographical markets to be served
• language skills and cultural awareness
• Working knowledge of IT systems and/or working knowledge of Microsoft Office applications (e.g., Word, Excel, PowerPoint, etc.)
• MAS registration/appointed representative (if applicable)

We offer

No information available.