Relationship Manager for SEA Market

Job description

Tasks

• Active monitoring of client investment portfolios and collateral situations
• Ensuring a high level of customer satisfaction by adapting the frequency and intensity of contact to customer preferences
• Working as part of a team (including the appropriate use of specialists) to develop and deliver comprehensive wealth management solutions for clients
• Acquisition of new customer relationships through our own network and deepening of existing customer relationships (acquisition of additional customer assets; increase in share of customer assets)
• Responsibility for providing customer feedback on products and services to the relevant people/departments within the bank to ensure continuous improvement and adaptation to market trends
• Compliance with the Bank's internal policies and practices and all relevant industry rules and regulations

Business Management

• Development and implementation of new marketing strategies in cooperation with the 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 and regulations for private banking

Regulatory Responsibilities &/OR Risk Management

• Demonstrate appropriate values and behaviors, including but not limited to standards of honesty and integrity, care and diligence, fair treatment (fair treatment of clients), management of conflicts of interest, competence and continuous development, appropriate risk management and compliance with applicable laws and regulations

Requirements

Personal and social skills

• Good interpersonal skills
• Accessible, professional and responsive
• Ability to engage with customers and colleagues from different backgrounds
• A strong team player

Professional experience and skills

• Proven track record in managing a client book and acquiring new relationships
• Solid affinity with the geographical market to be covered
• Language skills and cultural awareness
• Working knowledge of IT or previous working knowledge of Microsoft Office applications (e.g., Word, Excel, PowerPoint, etc.)

Regulatory requirements

• MAS-registered/appointed representative

We offer