GENERAL DESCRIPTION
The Relationship Manager is the primary point of contact between the clients and the Bank. He/she acts as an ambassador for the Bank externally and is a role model internally. He/she is responsible for the proactive management of a portfolio of High Net Worth/Ultra High Net Worth private clients. This includes the delivery of comprehensive wealth management solutions to meet the clients’ needs as well as dealing with routine enquiries and transactions
KEY FEATURES OF THE POSITION
Client Management (internal & external)
- Responding to all client needs in a timely and professional manner
- Providing appropriate investment advice in line with the Bank’s policy and asset allocation
- Active monitoring of client investment portfolios and collateral situations
- Ensuring consistently high levels of client satisfaction by matching the frequency and intensity of contact to the clients’ preference
- Working in a team (including the appropriate use of specialists) to develop and deliver comprehensive wealth management solutions for clients
- Acquisition of new client relationships through own network and deepening existing client relationships (attracting additional clients/assets; increasing share of wallet)
- Responsible for providing feedback from clients concerning products and services to the relevant individuals/ departments within the Bank to ensure continuous improvement and adaptation in line with market trends
- Comply with the Bank’s internal policies and practices; as well as all relevant industry rules and regulations
Business Management
- Develop and implement new marketing strategies in conjunction with the Group/ Team Heads
- Embracing new processes and product initiatives
- Participate in ad-hoc projects as required by the Group/ Team Heads
- Fostering discipline and good work practices (including meeting deadlines and regulatory requirements, and fulfilling documentation requirements)
- Compliance with all Julius Baer and industry private banking rules and regulations
Regulatory Responsibilities &/OR Risk Management
- Demonstration of appropriate values and behaviours including but not limited to standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulations
SKILLS REQUIREMENTS OF THE POSITION
Personal and Social
- Good interpersonal skills
- Approachable, professional and responsive
- Ability to relate to clients and colleagues from diverse backgrounds
- A strong team player
- Persistent and persuasive
- Passionate about client service
- Possesses good judgment and ability to work under pressure
Professional and Technical
- Relevant educational and professional background
- Proven track record in servicing a book of clients and in acquisition of new relationships
- Sound affinity with the geographic market(s) to be covered
- Linguistic proficiency & cultural awareness
- Familiar with the legal & regulatory environment
- Excellent knowledge of global financial markets and current affairs
- Ability to match client needs with appropriate product solutions
- Sound commercial judgment, represents the Bank’s and the shareholders’ interests at all times
- CACS Papers 1 and 2
- Preferably with CMFAS Modules 1B, 5, 6A, 8A certification
- Working knowledge of T24, Olympics and TEMOS
- Working knowledge of Microsoft Office applications (e.g. Word, Excel, Powerpoint, etc)
Regulatory (where applicable)
- MAS Registered/Appointed Representative
