Team Head

JULIUS BAER

Hong Kong

4天前

People Management

Motivates and supports team members, and sets clear priorities

Unites the team, builds up mutual trust, strengthens the team spirit and creates a conducive environment

Supports the on-going development of the team and initiates the development planning for their skills, training, and career

Coaches the team members personally to improve their skills and performance with a focus on sales management

Drives the hiring of new Relationship Managers in close collaboration with the Group Head

Client Management

Maintains reasonable relationship with top clients of the team

Provides Relationship Managers with daily support, manages conflicts and difficult situations

Maintains the team’s prospect pipeline and supports Relationship Managers with the acquisition / on boarding of new clients

Develops a clear view and drives growth opportunities of the existing client base

Business / Risk Management

Conducts regular meetings with the team to foster information exchange and to review performance

Discusses with the Group Head regarding target setting and runs the year-end process

Organizes the team in an efficient and compliant manner and ensures timely and appropriate information of the superior

Conducts client review, enforces discipline and shares insights with Relationship Managers regularly

Provides professional input in developing the market strategy and in front related projects

Ensures adherence to local regulations and compliance with internal policies

Ensures appropriate ethical and compliant behaviour in the area of responsibility by clear demonstration of appropriate values and behaviours, including but not limited to standards on honesty and integrity, due care and diligence, fair dealing and compliance with applicable laws and regulations.

Ensures timely clearance of pending items and escalated deficiencies

REQUIREMENTS

Professional and Technical

Relevant educational and professional background

Proven track record in servicing banking clients with complex needs and acquiring new relationships

Instils trust, builds effective teams, manages conflict and drives results

Ability to motivate and coach others

Approachable and able to integrate and lead people

Risk awareness and assertiveness with strategic viewpoint

Entrepreneurial with solid application of commercial principles and business acumen to represent the Bank’s and shareholders’ interests at all times

Systematic, high integrity and commitment

Familiar with the relevant legal and regulatory environment and requirements

Profound knowledge of global financial markets and current affairs

Relevant regulatory licences from HKMA / SFC

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