Relationship Manager for SEA Market

Stellenbeschreibung

Aufgaben

• Active monitoring of client investment portfolios and collateral situations
• Ensuring consistently high levels of client satisfaction by matching the frequency and intensity of contact to the clients’ preference
• Working in a team (including the appropriate use of specialists) to develop and deliver comprehensive wealth management solutions for clients
• Acquisition of new client relationships through own network and deepening existing client relationships (attracting additional clients/assets; increasing share of wallet)
• Responsible for providing feedback from clients concerning products and services to the relevant individuals/ departments within the Bank to ensure continuous improvement and adaptation in line with market trends
• Comply with the Bank’s internal policies and practices; as well as all relevant industry rules and regulations

Business Management

• Develop and implement new marketing strategies in conjunction with the Group/ Team Heads
• Embracing new processes and product initiatives
• Participate in ad-hoc projects as required by the Group/ Team Heads
• Fostering discipline and good work practices (including meeting deadlines and regulatory requirements, and fulfilling documentation requirements)
• Compliance with all Julius Baer and industry private banking rules and regulations

Regulatory Responsibilities &/OR Risk Management

• Demonstration of appropriate values and behaviours including but not limited to standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulations

Anforderungen

Persönliche und soziale Fähigkeiten

• Good interpersonal skills
• Approachable, professional and responsive
• Ability to relate to clients and colleagues from diverse backgrounds
• A strong team player

Berufserfahrung und Fähigkeiten

• Proven track record in servicing a book of clients and in acquisition of new relationships
• Sound affinity with the geographic market(s) to be covered
• Linguistic proficiency & cultural awareness
• Working knowledge of IT, banking and relevant working knowledge of Microsoft Office applications (e.g. Word, Excel, Powerpoint, etc)

Regulatorische Anforderungen

• MAS Registered/Appointed Representative

Wir bieten

Keine spezifischen Benefits oder Anreize genannt.