Assistant Relationship Manager – Private Banking (Flexible Work)

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

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.