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 externally as an 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.
• He/she delivers comprehensive wealth management solutions to meet the needs of clients.

Customer experience

• RM serves clients with the highest quality standards and represents Julius Baer's prestigious market position as a pure asset manager:
• He/she responds to all customer inquiries in a timely and professional manner.
• He/she ensures that customers have consistently high levels of satisfaction.
• He/she provides appropriate investment advice in accordance with the Bank's guidelines and asset allocation.
• He/she is responsible for proactively delivering customer feedback on products and services to the appropriate specialists within the bank.

Brochures & customer management

• The RM is responsible for proactively developing and managing a portfolio of High Net Worth and/or Ultra High Net Worth clients:
• He/she applies a collaborative team approach, including the appropriate use of specialists.
• He/she continuously deepens customer relationships and optimizes sales by acquiring new customers and increasing the share of wallet/cross-selling.
• He/she proactively manages customers who represent a risk and develops a follow-up strategy.

Risk management

• The RM is responsible for managing day-to-day business risks 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.

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 convincing.
• Passionate about customer service.
• Possesses good judgment and can work under pressure.
• Plans, organizes and carries out work autonomously and allocates working time independently.

Professional and technical skills

• Proven track record of managing a book of clients and acquiring new relationships.
• Certification as a Certified Private Wealth Professional (CPWP) preferred.

We offer