Assistant Relationship Manager

CH- BJB Bank Julius Baer Co. Ltd.

🇭🇰 Hong Kong

On-site

Manager or above

5 months ago

Risk Management
Bloomberg

5 months ago

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AtJulius 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 Assistant Relationship Manager (ARM) Private Banking supports one or more Relationship Manager(s) (RM)/ Group Head(s) (GH) in daily operations, administration, client care and relationship management. The ARM interacts with internal as well as external stakeholders, provides clients with relevant information and supports the RM in implementing customized solutions. Furthermore, the ARM acts as role model in bringing the best service quality to the RMs/GH in a fast, professional and friendly manner, always living the Julius Baer values (Care, Passion and Excellence) and thus helping the team to manage and grow its current client base. He/she channels client feedback to the relevant individuals/departments within the Bank to foster continuous improvement and fast adaptation of processes. This position is the backbone of Client Relationship Management.

YOUR CHALLENGE

ClientAdministration &Management

Supports RMs/GHinclientinteractionandallrelatedtasks(systems,processes, files,documentsetc.)withhigh-quality, precisionandtimelyresponsiveness
Customizesclientrequests(reporting,statistics,mailingsetc.)
ManagestheRM/GH’scalendar, preparesclientmeetings,organizes businesstrips,completesthe post processingofclientcalls,clientmeetings or businesstripsforRMs/GH
Compiles presentations,supportsindraftinginvestment proposalsandinmarketingactivitiesifneeded(clientreception,meetings, businesstrips,eventsetc.)
Ensurescoverageincaseofownabsences

BusinessManagement

Regularlycollectsandexchangesrelevantinformationnecessaryforthejob
Organiseshimself/herselfinanefficientandcompliantmannerandensurestimelyandappropriateinformationofthesuperior
Conductsreviews, plansaheadanddocumentshis/herworkatalltimes
SupportsRM/GHinimplementationof projectsandinitiatives
Provides professionalinput proposalsforimprovements basedonexperience,incidentoccurrenceorobservation
Managestheexpenseclaim processforRMs/GH

Risk Management&Controls

Actively helps managing risk (support first line of defence), i.e. in client documentation, by raising concerns, following up on issues and by escalating when in doubt
Ensuresadherencetolocalregulationsandcompliancewith internal policiesandstandards(e.g.newaccountopenings, paymentinstructions,reviewingclient phonecallsorsigningoffatownlevelofcompetenceetc.)incollaborationwiththerespectiveRMsand GH
Ensurestimelyclearance of pendingitemsandescalateddeficiencies
Ensuresappropriateethicalandcompliant behaviourinhis/herareaofresponsibility
Ensurescorrect,meaningfulandunderstandabledocumentationofclientinteraction/clientordersinthecorrespondingtool(e.g.CRM,DiAS)

YOUR PROFILE

Personal &SocialSkills

Team player
Excellentsituationaladaptability(ableto workwithRMsandclientsfromdiverse backgrounds)
Friendly,trustworthyanddiscreet personalitywithhighlevelofriskawareness
Highlyserviceorientedand passionateaboutclientservicing
Alwayscommunicatesin afriendly,competentand professionalmanner
Open,approachableandisplaysgenuineinterestin peopleandinimproving processes
Systematic, preciseanddiligentworkingstyleandtheabilityto performunder pressure
Personalintegrityandethical behaviour

ProfessionalSkills

Sound affinitywiththegeographicmarket(s)covered,i.e.familiarwiththelegalandregulatoryenvironmentaswellasculturalawareness
Goodunderstandingofrelevant productsandservicesinPrivateBanking
Basicknowledgeofglobalfinancialmarketsandcurrentdevelopmentsintheindustry

EducationandExperience

A good university degree in Finance, Economics or related discipline
At least 5 years of relevant client support experience in Private Banking set up
Understands the execution and back office processes as well as the legal & compliance procedures
Proven track record in servicing banking clients with complex needs (onboarding of new, maintaining and extending current relationships)
Hands on knowledge of various banking system applications
Adequate knowledge of Financial Terminals (e.g. Bloomberg, Reuters)
Proficient in spoken and written English and Chinese (Cantonese and Mandarin)
Relevant regulatory license from HKMA / SFC

MRC IN-SCOPE POSITION

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.

MRC Scheme is a standardized reference-checking arrangement that is designed to support the integrity of “authorized institutions” regulated by the Hong Kong Monetary Authority (HKMA). At a high level, the MRC Scheme requires an In-Scope Institution intending to hire an individual for certain relevant positions to conduct a mandatory reference check on that individual, by requesting information about them from each relevant former and current employer.

For more information, please visitMandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks . A copy of FAQs for In-Scope Individuals is available upon request.

We arelooking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on ourCareer site.

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Assistant Relationship Manager · CH- BJB Bank Julius Baer Co. Ltd.

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