Assistant Relationship Manager, Hong Kong

Bank Julius Bär & Co. Ltd.; Hong Kong; On-site; HKD 240,000 - 420,000; Full time

Job summary

Julius Baer in Hong Kong seeks a client administration specialist to support RMs in client interaction, reporting and document handling. You will manage calendars, meetings and travel, prepare investment proposals and assist with marketing activities as needed.

The role emphasizes precise documentation, compliance with local regulations, and proactive process improvements in a fast-paced wealth-management environment.

Qualifications

• Experience supporting private banking relationships or RMs.
• Strong understanding of client servicing and documentation standards.
• Awareness of regulatory and compliance requirements in private banking.

Responsibilities

• Support RMs/GH in client interaction, reporting and client communication.
• Manage RM/GH calendars, meetings, travel arrangements and post-processing.
• Assist in preparing proposals, presentations and marketing activities as needed.
• Ensure accurate documentation in client records and CRM systems.
• Contribute to process improvements and risk controls with escalation when needed.
• Handle expense claims and assist with regulatory and compliance tasks.

Skills

Team player

Diversity awareness

Approachable

Communication

Service oriented

Attention to detail

Integrity

Job description

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 Conducts reviews, plans, and always documents his/her work Supports RM/GH in implementation of projects and initiatives, in close alignment with the Team Business Manager 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 defense), 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, GH and Team Business Manager Ensures timely clearance of pending items and escalated deficiencies Ensures appropriate ethical and compliant behavior 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) Regulatory Responsibilities 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

YOUR PROFILE

Personal & Social Skills

A natural team player Ability to relate to colleagues from diverse backgrounds Open, approachable and displays genuine interest in people and in improving processes Always communicates in a competent and professional manner Highly service oriented and passionate about client servicing Systematic, precise and diligent working style and the ability to perform under pressure Personal integrity and ethical behavior

Professional & Technical Skills

Appropriate understanding of relevant products and services in Private Banking Basic knowledge of global financial markets and current developments in the industry Sound affinity with the geographic market(s) covered, i.e. familiar with the legal and regulatory environment as well as cultural awareness Regulatory Representative under MAS SFA and/or FAA

Company Overview

The international reference in wealth management Julius Baer is the leading Swiss wealth management group. We focus on servicing and advising sophisticated private clients from around the world, taking into account what truly matters to them – in their business and personal life, today and for future generations. 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.

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.