Relationship Manager for SEA Market

Job Description

• The Relationship Manager is the primary point of contact between the clients and the Bank.
• He/She acts as the contact partner for the clients, an ambassador for the Bank externally and is a role model internally.
• He/she is responsible for the provision of comprehensive wealth management solutions to meet the clients' needs as well as dealing with most of the clients' day-to-day enquiries and transactions.

Responsibilities

• Active monitoring of client investment portfolios and collateral situations.
• Ensuring consistently high levels of client satisfaction by matching the investment strategy and timing of transactions to the clients' preference.
• Working in a team (including the appropriate use of specialists) to develop and deliver appropriate and comprehensive wealth management solutions for clients.
• Acquisition of new client relationships through own networks 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 respective individuals / departments within the Bank to ensure continuous improvement and adaptation 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 proactively contributing where appropriate.
• Participate in ad-hoc projects as per requirement 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, O/R ISK Management

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

Requirements

• Good interpersonal skills.
• Approachable, professional and responsive.
• Ability to relate to clients and colleagues from diverse backgrounds.
• A strong team player.
• 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.
• Demonstrated commerciality and achievement of sales targets.
• Ability to present a compelling case for products and services.
• Effective written and verbal communication.
• Highly computer literate and analytical.
• Linguistic proficiency & cultural awareness.
• Familiar with the legal & regulatory environment.
• Excellent knowledge of global financial markets and current affairs.
• Ability to match client needs with appropriate product solutions.
• MAS Registered/Appointed Banking Professional (where applicable and following completion of an initial period of on-the-job training).