Relationship Manager for SEA Market

Job Description

• The Relationship Manager is the primary point of contact between clients and the bank.
• He or she serves as the point of contact for clients, acts as an ambassador for the Bank externally, and serves as a role model internally.
• He or she is responsible for providing comprehensive wealth management solutions to meet clients' needs, as well as handling most of the clients' day-to-day inquiries and transactions.

Responsibilities

• Active monitoring of client investment portfolios and collateral positions.
• Ensuring consistently high levels of client satisfaction by aligning the investment strategy and timing of transactions with clients' preferences.
• Working as part of a team (including the appropriate use of specialists) to develop and deliver appropriate and comprehensive wealth management solutions for clients.
• Acquiring new client relationships through our own networks and strengthening existing client relationships (attracting additional clients and assets, and increasing our share of wallet).
• Responsible for providing feedback from clients regarding products and services to the appropriate individuals and departments within the Bank to ensure continuous improvement and alignment with market trends.
• Comply with the Bank's internal policies and practices, as well as all relevant industry rules and regulations.

Business Management

• Develop and implement new marketing strategies in collaboration with the Group and Team Leaders.
• Embracing new processes and proactively contributing where appropriate.
• Participate in ad hoc projects as requested by the Group or Team Leaders.
• Fostering discipline and good work practices (including meeting deadlines and regulatory requirements and complying with documentation requirements).
• Compliance with all Julius Baer and industry private banking rules and regulations.

Regulatory Responsibilities, O/R ISK Management

• Demonstration of appropriate values and behaviors, including but not limited to codes of conduct, honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of duties and conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulations.

Requirements

• Good interpersonal skills.
• Approachable, professional, and responsive.
• Ability to connect with clients and colleagues from diverse backgrounds.
• A strong team player.
• A proven track record in managing a client portfolio and in acquiring new clients.
• Sound alignment with the geographic market(s) to be covered.
• Demonstrated commercial success and achievement of sales targets.
• Ability to make a compelling case for products and services.
• Effective written and verbal communication.
• Highly computer-literate and analytical.
• Linguistic proficiency and cultural awareness.
• Familiar with the legal and regulatory environment.
• Excellent knowledge of global financial markets and current events.
• Ability to match client needs with appropriate product solutions.
• MAS Registered/Appointed Banking Professional (where applicable and following completion of an initial period of on-the-job training).