Assistant Relationship Manager job opportunity at Julius Baer.

Home Jobs In Hong Kong Tag: Job Assistant Relationship Manager position at Julius Baer


DateMore Than 30 Days Ago bot
Julius Baer Assistant Relationship Manager
Experience: 5-years
Pattern: full-time
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loacation Hong Kong, Hong Kong
loacation Hong Kong....Hong Kong

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 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 C l i e n t A d m i n i s t r a t io n & M a na g em e n t S u p p o r t s R M s /G H i n c l i e n t i n t e r a c t i o n a n d a l l r e l at e d ta s k s ( s y s t e m s , pr o c esses , files , d o c u m e n t s e t c. ) w i t h h i g h - q u a l i t y, pr e c i s i o n a n d t i m e l y r es p o n s i ve n es s C u s t o m i z e s c l i e n t r e q u es t s ( r e p o r t i n g , s tat i s t i c s , m a i l i n g s e t c . ) M a n a g e s t h e R M /G H ’ s c a l e n d a r , pr e p a r e s c l i e n t m ee t i n g s , o rg a n i z e s b u s i n es s t r i p s , c o m p l e t e s t h e p o s t pr o c ess i n g o f c l i e n t c a ll s , c l i e n t m ee t i n g s o r b u s i n es s t r i ps f o r R M s /G H C o m p i l e s pr ese n tat i o n s , s u p p o r t s i n d r a f t i n g i n ves t m e n t  pr o p o s a l s a n d i n m a r k e t i n g a c t i v i t i e s i f n ee d e d ( c l i e n t r e c e p t i o n , m ee t i n g s , b u s i n es s t r i p s , eve n t s e t c . ) E n s u r e s c o ve r a g e i n c a s e o f o w n a b s e n c e s B us i n e s s M a na g em e n t R e g u l a r l y c o ll e c t s a n d e x c h a n g e s r e l ev a n t i nf o rm at i o n n e c ess a r y f o r t h e j o b O rg a n i se s h i m se l f / h e r se l f i n a n e ff i c i e n t a n d c o m p li a n t m a nn e r a n d e n s u r e s t i m e l y a n d a p p r o p r i at e i nf o rm at i o n o f t h e s u p e r i o r C o n d u c t s r ev i e w s , p l a n s a h e a d a n d d o c u m e n t s h i s / h e r w o r k a t a l l t i m e s S u p p o r t s R M /G H i n i m p l e m e n tat i o n o f pr o j e c t s a n d i n i t i at i ve s P r o v i d es pr o f ess i o n a l i n p u t pr o p o s a l s f o r i m pr o ve m e n t s b a se d o n e x p e r i e n c e , i n c i d e n t o cc u r r e n c e o r o b s e r v at i o n M a n a g e s t h e e x p e n s e c l a i m pr o c es s f o r R M s /G H Ri s k M ana g e me n t & C o n t r o l s 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 E n s u r es a d h e r e n c e t o l o c a l r e g u l at i o n s a n d c o m p li a n c e w i t h i n t e r n a l p o l i c i e s a n d s ta n d a r d s ( e . g . n e w a cc o un t o p e n i n g s , p a y m e n t i n s t r u c t i o n s , r ev i e w i n g c l i e n t p h o n e c a ll s o r s i g n i n g o f f a t o w n l eve l o f c o m p e t e n c e e t c . ) i n c o ll a b o r at i o n w i t h t h e r es p e c t i v e R Ms a n d GH E n s u r es t i m e l y c l e a r a n c e o f p e n d i n g i t e m s a n d es c a l at e d d e f i c i e n c i e s E n s u r e s a p p r o pr i at e e t h i c a l a n d c o m p li a n t b e h a v i o u r i n h i s / h e r a r e a o f r es p o n s i b i l i t y E n s u r e s c o rr e c t , m e a n i n g fu l a n d un d e r s ta n d a b l e d o c u m e n tat i o n o f c l i e n t i n t e r a c t i o n / c l i e n t o r d e r s i n t h e c o rr es p o n d i n g t oo l ( e . g . C R M , Di A S ) YOUR PROFILE P e r s o n a l & S o c i a l S k i ll s T e a m p l a y e r E x c e ll e n t s i t u at i o n a l a d a p t a b i l i t y ( a b l e t o w o r k w i t h R Ms a n d c l i e n t s f r o m d i ve r s e b a ck gr o un d s ) F r i e n d l y, t r u s t w o r t h y a n d d i s c r ee t p e r s o n a l i t y w i t h h i g h l eve l o f r i s k a w a r e n es s H i g h l y se r v i c e o r i e n t e d a n d p a ss i o n at e a b o u t c l i e n t se r v i c i n g A l w a ys c o mm un i c at e s i n a f r i e n d l y, c o m p e t en t a n d pr o f ess i o n a l m a nn e r O p e n , a p p r o a c h a b l e a n d i s p l a ys g e nu i n e i n t e r es t i n p e o p l e a n d i n i m pr o v i n g pr o c esse s S y s t e m at i c , pr e c i s e a n d d i l i g e n t w o r k i n g s t y l e a n d t h e a b i l i t y t o p e r f o r m un d e r pr ess u r e P e r s o n a l i n t e gr i t y a n d e t h i c a l b e h a v i o u r P r o f e ss io na l S k i ll s S o un d a ff i n i t y w i t h t h e g e o gr a p h i c m a r k e t ( s ) c o ve r e d , i . e . f a m i l i a r w i t h t h e l e g a l a n d r e g u l at o r y e n v i r o n m e n t a s w e l l a s c u l t u r a l a w a r e n es s G oo d un d e r s ta n d i n g o f r e l ev a n t pr o d u c t s a n d se r v i c e s i n P r i v at e B a n k i n g B a s i c k n o w l e d g e o f g l o b a l f i n a n c i a l m a r k e t s a n d c u rr e n t d eve l o p m e n t s i n t h e i n d u s t r y E du c a t io n an d E x p e r i e n c e 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 visit Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks .  A copy of FAQs for In-Scope Individuals is available upon request. We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site . Is this not quite what you are looking for? Set up a job alert by creating a candidate account here .

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