Relationship Manager
JULIUS BAER
Hong Kong
5天前

Client Management

  • Provides appropriate investment advice in line with the Bank’s policy and asset allocation
  • Active monitoring of client investment portfolios and collateral situations
  • Ensures consistently high levels of client satisfaction by matching the frequency and intensity of contact to the clients’ preference
  • Works in a team to develop and deliver comprehensive wealth management solutions for clients
  • Acquisition of new client relationships through own network and deepening existing client relationships
  • Business / Risk Management

  • Develops and implements new marketing strategies in conjunction with the Group / Team Heads
  • Embraces new processes and product initiatives
  • Fosters discipline and good work practices
  • Compliance with all internal, applicable and relevant policies, guidelines and laws & regulations
  • Demonstration of appropriate values and behaviours including but not limited to standards on honesty and integrity, due care and diligence as well as fair dealing
  • REQUIREMENTS

    Professional and Technical

  • Relevant educational and professional background
  • Able to plan and organize work independently
  • Proven track record in servicing a book of clients and in acquisition of new relationships
  • Excellent knowledge of global financial markets and current affairs
  • Ability to match client needs with appropriate product solutions
  • Sound commercial judgment, represents the Bank’s and the shareholders’ interests at all times
  • Relevant regulatory licences from HKMA / SFC
  • We are looking forward to receiving your full job application through our online application tool. You can find further interesting job opportunities from the Home Page or under Similar Jobs section.

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