Relationship Manager (Hong Kong)

Your challenge

The Relationship Manager (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 clients.

Customer orientation

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

• Responds to all customer needs in a timely and professional manner
• Ensures consistently high customer satisfaction levels by tailoring the frequency and intensity of contact to customer preferences
• Provides appropriate investment advice in accordance with the bank's guidelines and asset allocation
• 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 and customer 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.
• Deepens customer relationships continuously and optimizes sales by acquiring new customers and additional shares of customer assets/cross-selling.
• Proactively manages customer risks and develops a succession strategy to mitigate churn risks and losses due to generational transition
• Accepts new processes and product initiatives and makes careful use of available tools in daily business

Your profile

Social and personal 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 carries out 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 market to be covered, linguistic competence, and cultural awareness
• Familiarity with the legal and regulatory environment
• Sound business judgment and knowledge of global financial markets
• Ability to match customer needs with suitable product solutions
• Willingness to travel