Relationship Manager (Hong Kong)

Tasks

The Relationship Manager Private Banking (RM) is the primary point of contact between the client and the bank. He/she acts as an external ambassador for the bank and is responsible for the proactive and autonomous management of a portfolio of high net worth and/or ultra high net worth private clients. This includes providing comprehensive wealth management solutions to meet the needs of clients.

CUSTOMER EXPERIENCE

The RM serves clients with the highest quality standards and represents Julius Baer's renowned market position as a pure-play wealth manager:

• Responds to all customer needs in a timely and professional manner
• Ensures consistently high levels of customer satisfaction by adjusting the frequency and intensity of contact to customer preferences
• Provides appropriate investment advice in accordance with the bank's guidelines and asset allocation
• Is responsible for proactively communicating customer feedback regarding products and services to the relevant specialists within the bank to ensure continuous improvement and adaptation to market trends
• Participates in the development and implementation of customer initiatives and new marketing strategies and supports ad hoc projects as requested by management (team leader and/or others).

RISK & CLIENT MANAGEMENT

The RM is responsible for proactively developing and maintaining a portfolio of high net worth and/or ultra high net worth clients.

• Employs a collaborative team approach, including the appropriate use of specialists, to develop and deliver proactive, comprehensive wealth management solutions for clients.
• Continuously deepens customer relationships and optimizes earnings by acquiring new customers and increasing market share/cross-selling.
• Proactively manages customer risks and develops a succession strategy to mitigate churn risks and intergenerational losses.
• Accepts new processes and product initiatives and carefully uses available tools in daily business

Requirements

PERSONAL AND SOCIAL SKILLS

• Very good interpersonal skills
• Open and accessible
• Shows genuine interest in people
• Ability to connect with customers and colleagues from diverse backgrounds
• Natural team player
• Persistent and enduring
• Passionate about customer service
• Possesses good judgment and ability to work under pressure
• Plans, organizes, and performs work autonomously and independently

PROFESSIONAL AND TECHNICAL SKILLS

• Proven track record in managing a customer base and acquiring new relationships
• Solid affinity with the geographical markets to be served
• Familiarity with the legal and regulatory environment
• Sound business judgment and knowledge of global financial markets
• Ability to serve customers