Julius Baer

Provides private banking services worldwide

Assistant Relationship Manager

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours

Full-timeHong KongNo salary listedIn-person

About the Job

Requirements

A good university degree in Finance, Economics, or a related discipline.
At least 5 years of relevant client support experience in a Private Banking setup.
Understand execution and back-office processes as well as legal and compliance procedures.
Have a proven track record servicing banking clients with complex needs, including onboarding new clients and maintaining and extending current relationships.
Have hands-on knowledge of various banking system applications.
Have adequate knowledge of financial terminals such as Bloomberg and Reuters.
Be proficient in spoken and written English and Chinese, including Cantonese and Mandarin.
Hold a relevant regulatory license from the Hong Kong Monetary Authority or Securities and Futures Commission.
Have sound affinity with the geographic markets covered, including familiarity with the legal and regulatory environment and cultural awareness.
Have a good understanding of relevant products and services in Private Banking.
Have basic knowledge of global financial markets and current developments in the industry.
Work systematically, precisely, and diligently, and be able to perform under pressure.
Demonstrate personal integrity and ethical behaviour.
Be friendly, trustworthy, discreet, highly service-oriented, and risk-aware; communicate in a friendly, competent, and professional manner and adapt to working with relationship managers and clients from diverse backgrounds.

Responsibilities

Support relationship managers and group heads in client interactions and related systems, processes, files, and documents with high quality, precision, and timely responsiveness.
Customize client requests, including reporting, statistics, and mailings.
Manage relationship managers' and group heads' calendars, prepare client meetings, organize business trips, and complete post-processing of client calls, meetings, and business trips.
Compile presentations, support drafting investment proposals, and assist with marketing activities when needed, including client receptions, meetings, business trips, and events.
Ensure coverage during own absences.
Collect and exchange relevant information necessary for the job.
Organize work efficiently and compliantly and ensure timely and appropriate updates to the superior.
Conduct reviews, plan ahead, and document work at all times.
Support relationship managers and group heads in implementing projects and initiatives.
Provide input and proposals for improvements based on experience, incidents, or observations.
Manage expense claims for relationship managers and group heads.
Support risk management as a first line of defence by raising concerns, following up on issues, and escalating when in doubt.
Ensure adherence to local regulations and compliance with internal policies and standards, including new account openings, payment instructions, reviewing client phone calls, and signing off within own competence, in collaboration with the relevant relationship managers and group heads.
Ensure timely clearance of pending items and escalated deficiencies.
Ensure appropriate ethical and compliant behaviour within the area of responsibility.
Ensure correct, meaningful, and understandable documentation of client interactions and client orders in the relevant tools, such as CRM and DiAS.
Undergo reference checks covering the past seven years with previous and/or current employers that are authorized institutions, as required by the Mandatory Reference Checking Scheme.

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

Client Administration & Management

Supports RMs/GH in client interaction and all related tasks (systems, processes, files, documents etc.) with high-quality, precision and timely responsiveness
Customizes client requests (reporting, statistics, mailings etc.)
Manages the RM/GH’s calendar, prepares client meetings, organizes business trips, completes the post processing of client calls, client meetings or business trips for RMs/GH
Compiles presentations, supports in drafting investment proposals and in marketing activities if needed (client reception, meetings, business trips, events etc.)
Ensures coverage in case of own absences

Business Management

Regularly collects and exchanges relevant information necessary for the job
Organises himself/herself in an efficient and compliant manner and ensures timely and appropriate information of the superior
Conducts reviews, plans ahead and documents his/her work at all times
Supports RM/GH in implementation of projects and initiatives
Provides professional input proposals for improvements based on experience, incident occurrence or observation
Manages the expense claim process for RMs/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
Ensures adherence to local regulations and compliance with internal policies and standards (e.g. new account openings, payment instructions, reviewing client phone calls or signing off at own level of competence etc.) in collaboration with the respective RMs and GH
Ensures timely clearance of pending items and escalated deficiencies
Ensures appropriate ethical and compliant behaviour in his/her area of responsibility
Ensures correct, meaningful and understandable documentation of client interaction/client orders in the corresponding tool (e.g. CRM, DiAS)

YOUR PROFILE

Personal & Social Skills

Team player
Excellent situational adaptability (able to work with RMs and clients from diverse backgrounds)
Friendly, trustworthy and discreet personality with high level of risk awareness
Highly service oriented and passionate about client servicing
Always communicates in a friendly, competent and professional manner
Open, approachable an displays genuine interest in people and in improving processes
Systematic, precise and diligent working style and the ability to perform under pressure
Personal integrity and ethical behaviour

Professional Skills

Sound affinity with the geographic market(s) covered, i.e. familiar with the legal and regulatory environment as well as cultural awareness
Good understanding of relevant products and services in Private Banking
Basic knowledge of global financial markets and current developments in the industry

Education and Experience

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.

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About the Company

Julius Baer

Provides private banking services worldwide

Julius Baer Group Ltd. is a Swiss private bank that serves high-net-worth individuals and families. It focuses on wealth management, investment advisory, discretionary mandates, financing, and related private banking services. Customers’ assets are managed through personalized investment strategies, custody, and tailored financial planning delivered by relationship managers and specialists."

Company size: 5,001-10,000
Company stage: IPO
Headquarters: Switzerland
Founded: 1890

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