Relationship Manager for SEA Market in Sachseln

Julius Baer is the leading Swiss private banking group with a focus on servicing and advising sophisticated private clients and a premium brand in global wealth management. That is why a comprehensive range of services and first-class service quality are essential – as are the committed teams that provide them.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 transactionsYOUR CHALLENGEClient Management (internal & external)Responding to all client needs in a timely and professional mannerProviding appropriate investment advice in line with the Bank’s policy and asset allocationActive monitoring of client investment portfolios and collateral situationsEnsuring consistently high levels of client satisfaction by matching the frequency and intensity of contact to the clients’ preferenceWorking in a team (including the appropriate use of specialists) to develop and deliver comprehensive wealth management solutions for clientsAcquisition 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 trendsComply with the Bank’s internal policies and practices; as well as all relevant industry rules and regulationsBusiness ManagementDevelop and implement new marketing strategies in conjunction with the Group/ Team HeadsEmbracing new processes and product initiativesParticipate in ad-hoc projects as required by the Group/ Team HeadsFostering 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 regulationsRegulatory Responsibilities &/OR Risk ManagementDemonstration 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 regulationsREQUIREMENTSPersonal and SocialGood interpersonal skillsApproachable, professional and responsiveAbility to relate to clients and colleagues from diverse backgroundsA strong team playerPersistent and persuasivePassionate about client servicePossesses good judgment and ability to work under pressureProfessional and TechnicalRelevant educational and professional backgroundProven track record in servicing a book of clients and in acquisition of new relationshipsSound affinity with the geographic market(s) to be coveredLinguistic proficiency & cultural awarenessFamiliar with the legal & regulatory environmentExcellent knowledge of global financial markets and current affairsAbility to match client needs with appropriate product solutionsSound commercial judgment, represents the Bank’s and the shareholders’ interests at all timesCACS Papers 1 and 2Preferably with CMFAS Modules 1B, 5, 6A, 8A certificationWorking 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 #J-18808-Ljbffr