Assistant Relationship Manager
Julius Baer · Hong Kong
At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.
The Assistant Relationship Manager (ARM) Private Banking supports one or more Relationship Manager(s) (RM)/ Group Head(s) (GH) in daily operations, administration, client care and relationship management. The ARM interacts with internal as well as external stakeholders, provides clients with relevant information and supports the RM in implementing customized solutions. Furthermore, the ARM acts as role model in bringing the best service quality to the RMs/GH in a fast, professional and friendly manner, always living the Julius Baer values (Care, Passion and Excellence) and thus helping the team to manage and grow its current client base. He/she channels client feedback to the relevant individuals/departments within the Bank to foster continuous improvement and fast adaptation of processes. This position is the backbone of Client Relationship Management.YOUR CHALLENGE
Client Administration & Management
- Supports RMs/GH in client interaction and all related tasks (systems, processes, files, documents etc.) with high-quality, precision and timely responsiveness
- Customizes client requests (reporting, statistics, mailings etc.)
- Manages the RM/GH’s calendar, prepares client meetings, organizes business trips, completes the post processing of client calls, client meetings or business trips for RMs/GH
- Compiles presentations, supports in drafting investment proposals and in marketing activities if needed (client reception, meetings, business trips, events etc.)
- Ensures coverage in case of own absences
Business Management
- Regularly collects and exchanges relevant information necessary for the job
- Organises himself/herself in an efficient and compliant manner and ensures timely and appropriate information of the superior
- Conducts reviews, plans ahead and documents his/her work at all times
- Supports RM/GH in implementation of projects and initiatives
- Provides professional input proposals for improvements based on experience, incident occurrence or observation
- Manages the expense claim process for RMs/GH
Risk Management & Controls
- Actively helps managing risk (support first line of defence), i.e. in client documentation, by raising concerns, following up on issues and by escalating when in doubt
- Ensures adherence to local regulations and compliance with internal policies and standards (e.g. new account openings, payment instructions, reviewing client phone calls or signing off at own level of competence etc.) in collaboration with the respective RMs and GH
- Ensures timely clearance of pending items and escalated deficiencies
- Ensures appropriate ethical and compliant behaviour in his/her area of responsibility
- Ensures correct, meaningful and understandable documentation of client interaction/client orders in the corresponding tool (e.g. CRM, DiAS)
YOUR PROFILE
Personal & Social Skills
- Team player
- Excellent situational adaptability (able to work with RMs and clients from diverse backgrounds)
- Friendly, trustworthy and discreet personality with high level of risk awareness
- Highly service oriented and passionate about client servicing
- Always communicates in a friendly, competent and professional manner
- Open, approachable an displays genuine interest in people and in improving processes
- Systematic, precise and diligent working style and the ability to perform under pressure
- Personal integrity and ethical behaviour
Professional Skills
- Sound affinity with the geographic market(s) covered, i.e. familiar with the legal and regulatory environment as well as cultural awareness
- Good understanding of relevant products and services in Private Banking
- Basic knowledge of global financial markets and current developments in the industry
Education and Experience
- A good university degree in Finance, Economics or related discipline
- At least 5 years of relevant client support experience in Private Banking set up
- Understands the execution and back office processes as well as the legal & compliance procedures
- Proven track record in servicing banking clients with complex needs (onboarding of new, maintaining and extending current relationships)
- Hands on knowledge of various banking system applications
- Adequate knowledge of Financial Terminals (e.g. Bloomberg, Reuters)
- Proficient in spoken and written English and Chinese (Cantonese and Mandarin)
- Relevant regulatory license from HKMA / SFC
MRC IN-SCOPE POSITION
This is an in-scope position under the Mandatory Reference Checking Scheme (MRC Scheme) whereby applicants will be required to undergo reference checks from previous/and or current employers (Authorized Institutions) covering the past seven years.
MRC Scheme is a standardized reference-checking arrangement that is designed to support the integrity of “authorized institutions” regulated by the Hong Kong Monetary Authority (HKMA). At a high level, the MRC Scheme requires an In-Scope Institution intending to hire an individual for certain relevant positions to conduct a mandatory reference check on that individual, by requesting information about them from each relevant former and current employer.
For more information, please visit Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks . A copy of FAQs for In-Scope Individuals is available upon request.
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