Relationship Manager Private Banking - APAC CH Market - 100% (w / m / d)

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. Let’s shape the future of wealth management together.

The Relationship Manager is the primary point of contact between the client and the Bank. He / she acts externally as an ambassador for the Bank and is internally a role model. The Relationship Manager is responsible for the proactive and autonomous management of a portfolio of (Ultra) High Net Worth private clients. This entails the delivery of comprehensive wealth management solutions to meet the clients’ needs as well as dealing with routine enquiries and transactions. Professionalism and responsiveness are key. Acquisition of new client relationships through his / her network is an additional, integral element of the role. He / she is also responsible to deliver clients’ feedback regarding products and services to the relevant specialists within the Bank in order to ensure continuous improvement and adaptation in line with market trends.

YOUR CHALLENGE

Proactively developing and maintaining a (U) HNWI self-acquired portfolio of clients with focus on the APAC Market

Creating and building a trust-based relationship with the clients through regular and personalized contacts

Responding to all client needs in a timely and professional manner

Ascertaining and assessing the client's financial situation and overall objectives

Providing general wealth management services to the clients, namely by formulating integrated solutions (legal, tax, financial, etc.) based on the client’s objectives

Managing client assets in accordance with the investment guidelines and in coordination with the “Advisory Solutions” and “Investment Management” departments

Closely monitoring the evolution of the financial markets and, if needed, adapt the investment strategy accordingly

Introducing the Bank’s products and services to clients, by providing them with tailors-made investment solutions

Ensure adherence and compliance to regulatory procedures

YOUR PROFILE

Proven track-record in the in acquisition of new (U)HNWI relationships through existing network in the APAC market

At least 15 years of experience in advising sophisticated APAC based clients, managing sizeable books in a Private Banking Financial Institutions

Investment advisory competence and experience in local equities, bonds and extensive knowledge in derivative instruments; portfolio management experience would be an asset

Broad know-how of global financial markets, economics and current affairs

Entrepreneurial mindset with a proactive approach to identifying and capitalizing on new business opportunities

In-depth knowledge of the APAC Market, including the legal and regulatory framework

Excellent communication & interpersonal skills as well as a great sense of negotiation

Fluent in English and Chinese (written and spoken)

Recent experience living and working in APAC would be an advantage

Enjoy working independently and taking initiatives

Business-oriented with the capacity to think strategically in a fast-paced and challenging work environment

Ability to plan, set priorities and work under pressure

Open, approachable and team player

Passionate about client service

Persistent and persuasive

Willingness and flexibility to travel

Relevant higher educational and professional background, e.g. holding a Master Degree in the Economics, Financials and / or Business Administration or equivalent

We are looking forward to receiving your full job application through our online application tool.