Cross Unit Relationship Manager Private Banking - Asia CH

Bank Julius Bär & Co. Ltd.; Zürich; Presencial; CHF 90 000 - 120 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Flexible working options

Career development programs

Global company culture

Health benefits

Resumo da oferta

Bank Julius Baer & Co. Ltd. is seeking a professional to manage client lifecycle activities for Cross Unit Relationships (CUR).

You will serve as a counterpart to the Relationship Manager at a Julius Baer Booking Center, delivering high-quality service to a joint-venture partner serving Japanese clients and coordinating with internal teams. The role requires understanding of legal entity structures, compliance topics, and strong product knowledge, with an emphasis on client-centric service and

Qualificações

• Knowledge of Japanese culture and language is advantageous.
• Higher educational and professional background required.
• Good understanding of different legal entity structures.
• Affinity for compliance topics.
• Excellent knowledge of financial products and markets.
• Client-centric mindset and highly service oriented.
• Detail oriented.
• Open and approachable.
• Change resilient.
• Very good interpersonal skills.

Responsabilidades

• Manage all activities across the client lifecycle for Cross Unit Relationships (CUR).
• Act as the counterpart of the Relationship Manager at a Julius Baer Booking Center.
• Deliver high-quality service to the joint-venture partner and adapt to their linguistic requirements.
• Develop and maintain a strong partnership with the joint-venture partner.
• Coordinate with operations, risk, and compliance to ensure smooth processing and minimise risks.

Conhecimentos

Japanese culture

Japanese language

Higher education

Regulatory knowledge

Financial products

Client focus

Attention to detail

Interpersonal skills

Adaptability

Collaborative

Formação académica

Higher education

Descrição da oferta de emprego

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. Lets shape the future of wealth management together.

Headquartered in Zurich, we are present in around 60 locations worldwide, including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo.

YOUR CHALLENGE

Responsible for any activities of the client lifecycle for Cross Unit Relationships (CUR). Act as the counterpart of the Relationship Manager at a Julius Baer Booking Center location (location i.e. entity of the Julius Baer Group which has permission to provide clients with banking, dealing and custody services).

Manage all activities across the client lifecycle for Cross Unit Relationships (CURs), with a focus on the joint-venture partner serving Japanese clients. Deliver high-quality service to the joint-venture partner, ensuring seamless execution of banking activities and adapting to their cultural and linguistic requirements. Develop and maintain a strong partnership with the joint-venture partner. Act as a Competence Centre, maintaining up-to-date knowledge of Bank initiatives, products, documentation, internal processes, policies, and regulatory developments relevant to the Japanese market. Coordinate with internal departments, including operations, risk, and compliance, to ensure smooth processing and minimise potential risks.

YOUR PROFILE

• Knowledge of Japanese culture and language would be an advantage.
• Relevant higher educational and professional background
• Good understanding of different legal entity structures
• Affinity for compliance related topics
• Excellent knowledge of financial products and markets
• Client-centric mindset and highly service oriented
• Detail oriented
• Open and approachable
• Change resilient
• Very good interpersonal skills
• Flexibility and positive attitude

Why join Julius Baer?

At Julius Baer our employees enjoy the benefits of a global company with the support and collegiality of a much smaller one. We are growing quickly, but we remain dedicated to maintaining our accessible structure with flat hierarchies, and approachable and supportive leaders.

With offices around the world, we offer an international and stimulating work environment and the opportunity to work with a diverse team of highly motivated colleagues, bringing the best of the bank to our clients.

Our core values of Care, Passion, and Excellence define the tone of how we interact with each other and our partners.

Committed to your success

Whether nurturing young talent with our renowned apprentice scheme, enabling ambitious university graduates to put theory into practice with our Graduate Programme, or providing first-class opportunities for experienced professionals, we look after our employees. We believe in continuous learning as a company and as individuals, which is why we put a focus on the health and well-being of our employees and offer flexible working options, a wide array of benefits, and extensive career development programmes.

For more information visit www.juliusbaer.com or contact us via the Contact Form.