Relationship Manager (Hong Kong)

Relationship Manager (RM) at Julius Baer, responsible for managing a portfolio of High Net Worth and/or Ultra High Net Worth clients, providing comprehensive wealth management solutions, and acting as an ambassador for the Bank.

Requirements

• Very good interpersonal skills
• Ability to relate to clients and colleagues from diverse backgrounds
• 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
• Sound commercial judgement and knowledge of global financial markets
• Ability to match client needs with appropriate product solutions
• Relevant regulatory licences from HKMA/SFC
• Certified Private Wealth Professional (CPWP) certification preferred