Job offer
Relationship Manager for SEA Market
The Julius Baer Group is seeking a Relationship Manager for the Southeast Asian market who will serve as the primary contact for high-net-worth clients and offer comprehensive wealth management solutions. The Relationship Manager will proactively manage a portfolio of clients, establish new client relationships, and deepen existing relationships.
Tasks
The Relationship Manager is the primary point of contact between customers and the bank. He/she acts as an ambassador for the bank externally and is a role model internally. Responsibilities include:- Proactive management of a portfolio of high net worth/ultra high net worth private clients
- Delivering comprehensive asset management solutions to meet client needs
- Processing routine inquiries and transactions
- Active monitoring of customer investment portfolios and credit situations
- Ensuring high 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 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
management
The tasks include:- 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 group/team leaders
- Promoting discipline and good working practices (including meeting deadlines and regulatory requirements as well as fulfilling documentation requirements)
- Compliance with all internal bank policies and practices, as well as all relevant industry rules and regulations
Regulatory responsibilities and risk management
The tasks include:- 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
Requirements include:- Good interpersonal skills
- Accessible, 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
- 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/appointment as representative (if applicable)
We offer
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