# Associate Relationship Manager

**Company**: Julius Baer
**Location**: Hong Kong
**Work arrangement**: onsite
**Experience**: mid
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://juliusbaer.wd3.myworkdayjobs.com/en-US/External/job/Hong-Kong/Associate-Relationship-Manager--Hong-Kong-_r-15483?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_4cd4ddf6-091

## Description

Join Julius Baer's prestigious 36-Month Associate Relationship Manager Program in Hong Kong. This program is designed to catapult your career to new heights in the world of private banking. You will work with high-net-worth individuals, equipped with the skills, knowledge, and expertise to excel in this competitive field.

**Program Highlights:**

- Comprehensive training covering all facets of wealth management, from investment products to wealth planning and credit facilities.

- Dedicated support and guidance from seasoned Senior Relationship Managers.

- Exclusive networking opportunities to connect with key stakeholders and industry experts.

- Regular performance feedback to help you grow, improve, and celebrate your successes.

**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 organisational 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. You will thrive in our dynamic environment if you're a collaborative and independent thinker with high personal integrity and a strong moral compass.

**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).

- Relevant regulatory licences from HKMA/SFC.

- Certified Private Wealth Professional (CPWP) certification preferred.

## Skills

### Required
- Client Relationship Management
- Investment Advisory
- Portfolio Management
- Communication
- Time Management
- Compliance
- Risk Management
- Marketing
- Business Development
- Teamwork
- Adaptability
- English
- Chinese

### Nice to have
- Certified Private Wealth Professional (CPWP)

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Source: [Apply at juliusbaer.wd3.myworkdayjobs.com](https://juliusbaer.wd3.myworkdayjobs.com/en-US/External/job/Hong-Kong/Associate-Relationship-Manager--Hong-Kong-_r-15483?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)