Relationship Manager for SEA Market

Julius Baer; Schweiz; On-site; CHF 150,000 - 230,000; Full time

Job summary

Julius Baer, a leading Swiss private banking group, seeks a Relationship Manager to manage a portfolio of High Net Worth clients, delivering comprehensive wealth management solutions while handling routine enquiries and transactions.

The role emphasizes proactive client management, collaboration with specialists, and adherence to regulatory requirements in a dynamic private banking environment.

Qualifications

• Strong client relationship skills and ability to manage a book of High Net Worth/Ultra High Net Worth clients.
• Ability to work in a team and coordinate with specialists to deliver wealth solutions.
• Excellent communication and presentation skills with a focus on client service.

Responsibilities

• Respond to client needs with timely, professional service.
• Provide investment guidance aligned with policy and asset allocation.
• Monitor client portfolios and collateral situations regularly.
• Acquire new relationships and deepen existing client assets.
• Ensure compliance with internal policies and industry regulations.
• Collaborate with teams to deliver comprehensive wealth management solutions.

Skills

Client relations

Team player

Persuasive communication

Under pressure

Tools

T24

Olympics

TEMOS

Microsoft Office

Job description

Julius Baer is the leading Swiss private banking group with a focus on servicing and advising sophisticated private clients and a premium brand in global wealth management. That is why a comprehensive range of services and first-class service quality are essential – as are the committed teams that provide them.

The Relationship Manager is the primary point of contact between the clients and the Bank. He/she acts as an ambassador for the Bank externally and is a role model internally. He/she is responsible for the proactive management of a portfolio of High Net Worth/Ultra High Net Worth private clients. This includes the delivery of comprehensive wealth management solutions to meet the clients’ needs as well as dealing with routine enquiries and transactions

YOUR CHALLENGE

Client Management (internal & external)

• Responding to all client needs in a timely and professional manner
• Providing appropriate investment advice in line with the Bank’s policy and asset allocation
• Active monitoring of client investment portfolios and collateral situations
• Ensuring consistently high levels of client satisfaction by matching the frequency and intensity of contact to the clients’ preference
• Working in a team (including the appropriate use of specialists) to develop and deliver comprehensive wealth management solutions for clients
• Acquisition of new client relationships through own network 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 relevant individuals/ departments within the Bank to ensure continuous improvement and adaptation in line 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 product initiatives
• Participate in ad-hoc projects as required 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 &/OR Risk Management

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

REQUIREMENTS

Personal and Social

• Good interpersonal skills
• Approachable, professional and responsive
• Ability to relate to clients and colleagues from diverse backgrounds
• A strong team player
• Persistent and persuasive
• Passionate about client service
• Possesses good judgment and ability to work under pressure

Professional and Technical

• Relevant educational and professional background
• 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
• 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
• Sound commercial judgment, represents the Bank’s and the shareholders’ interests at all times
• CACS Papers 1 and 2
• Preferably with CMFAS Modules 1B, 5, 6A, 8A certification
• Working knowledge of T24, Olympics and TEMOS Working knowledge of Microsoft Office applications (e.g. Word, Excel, Powerpoint, etc)

Regulatory (where applicable)

• MAS Registered/Appointed Representative