Account Manager Intermediaries at BANK JULIUS BAER CO LTD

Hong Kong, Hong Kong Island, Hong Kong S.A.R. -

Full Time

Start Date

Immediate

Expiry Date

15 Jan, 26

Salary

0.0

Posted On

17 Oct, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Administration, Account Management, Risk Management, Compliance, Financial Markets Knowledge, Communication Skills, Organizational Skills, Team Player, Problem Solving, Client Servicing, Presentation Skills, Adaptability, Leadership Skills, Attention to Detail, Proactive Attitude, Customer Orientation

Industry

Banking

Description

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 Account Manager (AM) Intermediaries takes ownership of the account administration, documentation formalities and tasks during daily operations and throughout the account lifecycle, from onboarding to maintenance. This is accompanied by a greater level of independent client interaction and client servicing. In contrast to the Relationship Manager (RM), the AM does not have their own client book. However, he/she is expected to reach out to and interact with clients directly, where appropriate and in close collaboration with the RM. The AM is expected to demonstrate excellent professional, personal and social skills when liaising with clients and relevant stakeholders. The AM ensures successful operational client account management, through autonomous interaction with both internal and external stakeholders in the scope of their role. The AM provides clients with relevant information and further support the RM in all aspects of client servicing. The AM acts as a role model in bringing the best service quality to clients, RMs and Group Heads. If the candidate demonstrates leadership skills and strong organizational abilities, he/she may additionally take on responsibilities to lead other AMs in the team. YOUR CHALLENGE CLIENT ADMINISTRATION AND MANAGEMENT Proactively takes the lead in supporting the RM and team in client interaction, in an independent and professional manner covering all aspects of account management Ensures accurate and high-quality client relationship document formalities are always met and maintained to a high standard, with all tasks/system alerts cleared Actively maintains client key data in liaison with the RM to ensure data sets are correct for good maintenance of the relationship Support the RM in organizing and/or participating in client meetings (where appropriate) and can lead parts of the meeting related to account administration (e.g. documentation formalities, compliance, other requests of the client) Compiles presentations and supports in marketing activities Promotes and services dedicated Intermediaries e-channels BUSINESS MANAGEMENT Supports the RM in investigations and troubleshooting, maintaining close bank-internal cross-team/division collaboration Participates in the internal projects which impact the account relationships of the RM, directly solving the administrative issues, ensuring all relevant systems are maintained and updated, and all documentation is in place Provides professional input on proposals for improvements based on experience, incident occurrence or observation Can deputise the RMs in day-to-day matters for certain agreed topics Is typically the go-to person for new AMs and have relevant experience in the induction process to share knowledge and best practices in terms of systems, data, processes, and client interaction RISK MANAGEMENT AND CONTROLS Full adherence at all times to compliance, legal guidelines, internal rules, regulations and policies, with action, review and sign off made in collaboration with the respective RMs Is a first line of risk defense, through raising concerns, following up on issues independently and escalating when in doubt High personal integrity and risk awareness/ethical mindset YOUR PROFILE EDUCATION AND EXPERIENCE Relevant work experience as Assistant Relationship Manager or Account Manager of at least 5 years, together with a job-related education background, Bachelor degree, or similar Proven track record in servicing banking clients with complex needs (onboarding of new clients, maintaining and extending current relationships) PROFESSIONAL SKILLS Knowledge of financial markets: structure, function and legal/regulatory environment as well as industry awareness Advanced understanding of relevant products and services applicable to External Asset Management clients, plus valuation principles Strong fluency in English (oral and written) and Chinese (Cantonese/Mandarin) according to the local market requirement Excellent MS Office skills PERSONAL AND SOCIAL SKILLS Independent work approach and a strong team player Excellent situational adaptability (able to work with RMs and clients from diverse backgrounds with complex needs) Positive “can do” attitude and approaches challenges with an open mindset and takes on extra responsibilities at own initiative Challenges the status quo in a continuous improvement approach by finding ways to do things more efficiently Excellent organisational skills, able to work swiftly, independently and accurately even when under pressure Proactive, friendly and highly solution- and customer-oriented attitude Excellent communication skills REGULATORY HKMA/SFC licensed representative Familiar with regulatory expectations and requirements Cross border rules and regulations *MRC IN-SCOPE POSITION This is an in-scope position under the Mandatory Reference Checking Scheme (MRC Scheme) whereby applicants will be required to undergo reference checks from previous/and or current employers (Authorized Institutions) covering the past seven years. MRC Scheme is a standardized reference-checking arrangement that is designed to support the integrity of “authorized institutions” regulated by the Hong Kong Monetary Authority (HKMA). At a high level, the MRC Scheme requires an In-Scope Institution intending to hire an individual for certain relevant positions to conduct a mandatory reference check on that individual, by requesting information about them from each relevant former and current employer. For more information, please visit Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks. A copy of FAQs for In-Scope Individuals is available upon request. 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. Is this not quite what you are looking for? Set up a job alert by creating a candidate account here. The international reference in wealth management Julius Baer is the leading Swiss wealth management group. We focus on servicing and advising sophisticated private clients from around the world, taking into account what truly matters to them – in their business and personal life, today and for future generations. Headquartered in Zurich, we are present in around 60 locations worldwide, including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo. Why join Julius Baer? At Julius Baer our employees enjoy the benefits of a global company with the support and collegiality of a much smaller one. We are growing quickly, but we remain dedicated to maintaining our accessible structure with flat hierarchies, and approachable and supportive leaders. With offices around the world, we offer an international and stimulating work environment and the opportunity to work with a diverse team of highly motivated colleagues, bringing the best of the bank to our clients. Our core values of Care, Passion, and Excellence define the tone of how we interact with each other and our partners. Committed to your success Whether nurturing young talent with our renowned apprentice scheme, enabling ambitious university graduates to put theory into practice with our Graduate Programme, or providing first-class opportunities for experienced professionals, we look after our employees. We believe in continuous learning as a company and as individuals, which is why we put a focus on the health and well-being of our employees and offer flexible working options, a wide array of benefits, and extensive career development programmes. For more information visit www.juliusbaer.com or contact us via the Contact Form. For recruiting agents, please see the additional information here.

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Responsibilities

The Account Manager Intermediaries is responsible for account administration and client servicing throughout the account lifecycle, from onboarding to maintenance. This role involves proactive client interaction and collaboration with Relationship Managers to ensure high-quality service delivery.