Associate Relationship Manager (Greater China)

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.

YOUR CHALLENGE

As an Associate Relationship Manager, you will:

• Build and nurture a strong client base through proactive outreach and collaborative teamwork.
• Deliver expert investment advice and responsive service, tailored to each client's unique needs and preferences.
• Develop and deepen client relationships through strategic cross-selling and upselling opportunities.
• Ensure exceptional client satisfaction, maintaining accurate records and adhering to regulatory requirements.
• Contribute to innovative marketing strategies and participate in forward-thinking initiatives.
• Engage actively with our Associate Relationship Manager community, sharing best practices and experiences to foster a culture of excellence.

Core Skills:

To succeed in this role, you should possess:

• Excellent client relationship management and sales skills.
• Strong investment advisory and portfolio management capabilities.
• Effective communication and interpersonal skills.
• Proven time management and organizational abilities.
• A solid grasp of compliance and risk management principles.
• Marketing and business development acumen.
• Collaborative teamwork and adaptability.

What You'll Achieve:

Through our program, you'll gain:

• A deep understanding of wealth management and client relationship building.
• Expertise in investment advisory and portfolio management.
• A robust network of clients, peers, and industry connections.

YOUR PROFILE

We look for individuals with exceptional interpersonal and networking skills, a strong ability to listen and adapt, and a resilient and motivated mindset. As a collaborative and independent thinker with high personal integrity and a strong moral compass, you will thrive in our dynamic environment. If you're ready to elevate your career and become a trusted advisor to high-net-worth individuals, we encourage you to join our team and apply for our Associate Relationship Manager Program. By doing so, you'll become part of a community of talented professionals who share our commitment to delivering exceptional private banking services, and unlock your full potential.

Requirements:

• 3-5 years of relevant experience preferably in Wealth Management, Investment Consulting, supporting role in Private Banking frontline team.
• Proficiency in English and Chinese (spoken and written), additional languages according to specific market requirements
• Relevant regulatory licences from MAS
• Client Advisor Competency Standards (CACS) certification preferred

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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