Relationship Manager (Hong Kong)

Job description: Relationship Manager (Hong Kong)

Tasks

• The Relationship Manager (RM) is the main point of contact between the customer 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 clients.
• He/she delivers comprehensive wealth management solutions to meet the needs of clients.

Customer and risk management

• RM serves clients with the highest quality standards and represents Julius Baer's prestigious market position as a pure-play wealth manager.
• He/she responds to all customer inquiries in a timely and professional manner.
• He/she ensures that customers are satisfied and adapts the frequency and intensity of contact to customer preferences.
• He/she provides appropriate investment advice in accordance with the Bank's guidelines and asset allocation.

Risk and customer management (continued)

• The RM is responsible for proactively developing and maintaining a portfolio of high net worth and/or ultra high net worth clients.
• He/she employs a collaborative team approach, including the appropriate use of specialists, to develop and deliver comprehensive wealth management solutions for clients.
• He/she continuously deepens customer relationships and optimizes revenue by acquiring new customers and increasing wallet/cross-selling.

Compliance and risk management

• The RM is responsible for daily business risk monitoring and is an integral part of the first line of defense.
• He/she ensures that there is a strong culture of compliance, ethical behavior and sound risk management practices.
• He/she implements and achieves an appropriate "first time right" culture, including high K'IC quality, positive control results, and high-quality documentation of CDAs via 360°.

Requirements

Personal and social skills

• Very good interpersonal skills
• Open and accessible
• Shows genuine interest in people
• Ability to relate to customers and colleagues from different backgrounds
• A natural team player
• Persistent and persuasive
• Passionate about customer service
• Possesses good judgment and ability to work under pressure
• Plans, organizes and carries out work autonomously and allocates working time independently

Professional and technical skills

• Proven success in managing a customer portfolio and acquiring new relationships
• Solid affinity with the geographic market(s) to be covered Linguistic skills and cultural awareness
• Familiarity with the legal and regulatory environment
• Sound commercial judgment and knowledge of global financial markets
• Ability to combine customer requirements with suitable product solutions
• willingness to travel
• Relevant regulatory licenses of HKMA/SFC
• Certification as a Certified Private Wealth Professional (CPWP) preferred

Other

• This position is an MRC-in-scope position under the Mandatory Reference Checking Scheme (MRC Scheme), which requires applicants to undergo reference checks from previous and/or current employers (authorized institutions) for the last seven years.

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