Cross Unit Relationship Manager Private Banking - Asia CH
Julius Baer is hiring a Cross Unit Relationship Manager Private Banking - Asia CH in Zurich, Switzerland. Level rates it ; you can apply on Julius Baer.
Level's read on this job
- On Level's scale, this role is Little AI ●○○○: aI is not part of the work.
- Julius Baer has 190 other open roles on Level.
- Posted within the past two weeks.
AI in this role
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.
Responsible for any activities of the client lifecycle for Cross Unit Relationships (CUR). Act as the counterpart of the Relationship Manager at a Julius Baer Booking Center location (location i.e. entity of the Julius Baer Group which has permission to provide clients with banking, dealing and custody services).YOUR CHALLENGE
- Manage all activities across the client lifecycle for Cross Unit Relationships (CURs), with a focus on the joint-venture partner serving Japanese clients.
- Deliver high-quality service to the joint-venture partner, ensuring seamless execution of banking activities and adapting to their cultural and linguistic requirements.
- Develop and maintain a strong partnership with the joint-venture partner
- Act as a Competence Centre, maintaining up-to-date knowledge of Bank initiatives, products, documentation, internal processes, policies, and regulatory developments relevant to the Japanese market.
- Coordinate with internal departments, including operations, risk, and compliance, to ensure smooth processing and minimise potential risks.
YOUR PROFILE
- Knowledge of Japanese culture and language would be an advantage.
- Relevant higher educational and professional background
- Good understanding of different legal entity structures
- Affinity for compliance related topics
- Excellent knowledge of financial products and markets
- Client-centric mindset and highly service oriented
- Detail oriented
- Open and approachable
- Change resilient
- Very good interpersonal skills
- Flexibility and positive attitude
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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How we rate this
Cross Unit Relationship Manager Private Banking - Asia CH at Julius Baer rates 36 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.
Little AI. AI is not part of the work.
- ●●●● Builds AI80 to 100
- ●●●○ Works on AI60 to 79
- ●●○○ Uses AI40 to 59
- ●○○○ Little AI0 to 39
Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.
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