Associate Relationship Manager (Hong Kong)

Julius Baer; Hong Kong Island; On-site; HKD 420,000 - 720,000; Full time

Benefits offered by this job

Comprehensive training

Mentorship by Senior RM

Networking opportunities

Job summary

A leading wealth management firm in Hong Kong is seeking candidates for its Associate Relationship Manager Program. This program offers comprehensive training and mentorship while equipping you to excel in managing high-net-worth clients. Ideal candidates will have 3-5 years of relevant experience and proficiency in English and Chinese, as well as a passion for building client relationships and providing tailored investment advice.

Qualifications

• 3-5 years of experience in Wealth Management or related fields.
• Proficiency in English and Chinese.
• Regulatory licenses from HKMA/SFC preferred.
• CPWP certification preferred.
• MRC IN-SCOPE POSITION.

Responsibilities

• Build and nurture client relationships.
• Provide tailored investment advice.
• Ensure client satisfaction and compliance.
• Ensure exceptional client satisfaction and maintain accurate records in compliance with regulations.
• Contribute to innovative marketing strategies and participate in forward-thinking initiatives.
• Engage actively with the Associate Relationship Manager community to share best practices.

Skills

Client relationship management

Sales skills

Investment advisory

Communication

Organizational abilities

Marketing acumen

Teamwork

Education

CPWP certification preferred

HKMA/SFC licences

Job description

Overview

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, entrepreneurial, empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. Are you ready to take your career to the next level? Join our prestigious 36-Month Associate Relationship Manager Program, designed to catapult your career to new heights in private banking. With the full backing of our senior leadership, you'll embark on a journey to become a trusted advisor to high-net-worth individuals, equipped with the skills, knowledge, and expertise to excel in this competitive field.

Program Highlights

• Comprehensive training covering all facets of wealth management, from investment products to wealth planning and credit facilities.
• Dedicated support and guidance from seasoned Senior Relationship Managers who will coach, mentor, and guide you every step of the way, ensuring you have the tools and expertise needed to thrive in your role.
• Exclusive networking opportunities to connect with key stakeholders and industry experts, expanding your professional circle and opening doors to new possibilities.
• Regular performance feedback to help you grow, improve, and celebrate your successes.

Your Challenge

• As an Associate Relationship Manager, you will build and nurture a strong client base through proactive outreach and collaborative teamwork.
• Deliver expert investment advice and responsive service, tailored to each client's unique needs and preferences.
• Develop and deepen client relationships through strategic cross-selling and upselling opportunities.
• Ensure exceptional client satisfaction, maintaining accurate records and adhering to regulatory requirements.
• Contribute to innovative marketing strategies and participate in forward-thinking initiatives.
• Engage actively with our Associate Relationship Manager community, sharing best practices and experiences to foster a culture of excellence.

Core Skills

• Excellent client relationship management and sales skills.
• Strong investment advisory and portfolio management capabilities.
• Effective communication and interpersonal skills.
• Proven time management and organizational abilities.
• A solid grasp of compliance and risk management principles.
• Marketing and business development acumen.
• Collaborative teamwork and adaptability.

What You\'ll Achieve

• A deep understanding of wealth management and client relationship building.
• Expertise in investment advisory and portfolio management.
• A robust network of clients, peers, and industry connections.

Your Profile

We look for individuals with exceptional interpersonal and networking skills, a strong ability to listen and adapt, and a resilient and motivated mindset. As a collaborative and independent thinker with high personal integrity and a strong moral compass, you will thrive in our dynamic environment. If you\'re ready to elevate your career and become a trusted advisor to high-net-worth individuals, we encourage you to join our team and apply for our Associate Relationship Manager Program. By doing so, you\'ll become part of a community of talented professionals who share our commitment to delivering exceptional private banking services, and unlock your full potential.

Requirements

• 3-5 years of relevant experience preferably in Wealth Management, Investment Consulting, or a supporting role in Private Banking frontline team.
• Proficiency in English and Chinese (spoken and written), additional languages according to specific market requirements
• Relevant regulatory licences from HKMA/SFC
• Certified Private Wealth Professional (CPWP) certification preferred
• MRC IN-SCOPE POSITION

Note: 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. The MRC Scheme is a standardized reference-checking arrangement designed to support the integrity of regulated institutions (HKMA). For more information, please visit the Mandatory Reference Checking Scheme Phase 2 page on The Hong Kong Association of Banks site. A copy of FAQs for In-Scope Individuals is available upon request.

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