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 role requires working closely with Relationship Managers to provide clients proactively with investment advice and asset allocation guidance focused on investment performance.
He/she shall generate positive client performance according to the clients' respective risk profile and adding perceived value by proactively managing risks and opportunities.
Further, he/she shall contribute towards the assets under management growth ambitions for the team.
The incumbent shall also build highly effective relationships across the Bank to maintain and improve knowledge of the business and its latest products and services to optimise service to clients.
YOUR CHALLENGEPeople Management Contribute to the strengthening of the team spirit and the fostering of a collaborative work environment Motivate and provide guidance/feedback to other team members to improve overall performance Client Management (internal & external)Actively provide clients with top notch investment and asset allocation optimisation advice, generating positive investment performance according to the clients' needs and risk profile jointly with Relationship Managers Conduct regular portfolio reviews with clients and addressing deficiencies promptly and effectively Positively represent and market the team to help attract growth in assets under management Regular consultation with Front representatives to be kept updated of clients' needs/demands and take appropriate measures to fulfil them, where relevant Business Management Work to fulfil the ambitions of the Client Coverage & Advisory Hong Kong – Greater China team Regular review of the function's practices to ensure efficiency and productivity are kept at optimal levels Compliance & Risk Management Regular monitoring of clients' portfolio to ensure asset allocation and concentration/diversification are in line with the respective client's risk profile and investment goals Meet all legal, regulatory and compliance standards/requirements Adhere to all relevant Local User Manuals Regular assessment of the function's practices to mitigate associated risks arising out of and relating to the said function 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 YOUR PROFILEPersonal and Social Able to work independently and in a global team setup to take on initiatives with a positive attitude Client-centric approach for all deliverables Able to quickly troubleshoot problems and provide effective solutions Excellent inter-personal skills, open and approachable Fast learner and able to work under pressure to meet tight deadlines Good communication/coordination skills to deal with different levels of stakeholders Highly motivated with integrative personality Professional and Technical Relevant higher educational and professional background with relevant working experience (Senior: min.
