Assistant Relationship Manager (ARM) Private Banking

We are seeking an Assistant Relationship Manager (ARM) Private Banking to support one or more Relationship Managers (RMs) and Group Heads (GHs) in daily operations, administration, client care, and relationship management.

The successful candidate will interact with internal and external stakeholders, provide clients with relevant information, and support RMs in implementing customized solutions. The ARM will act as a role model in delivering high-quality service, promote the Julius Baer values of Care, Passion, and Excellence, and contribute to continuous improvement and process adaptation.

Client Administration & Management

• Support RMs/GHs in client interactions and related tasks, ensuring high-quality, precision, and timely responsiveness.
• Customize client requests, such as reporting, statistics, and mailings.
• Manage RMs/GHs' calendars, prepare client meetings, organize business trips, and complete post-processing of client calls and meetings.
• Compile presentations, support drafting investment proposals, and participate in marketing activities as needed.
• Ensure coverage in case of absences.

Business Management

• Collect and exchange relevant information necessary for the job.
• Organize work efficiently and ensure timely and appropriate information sharing with superiors.
• Conduct reviews, plan ahead, and document work.
• Support RMs/GHs in implementing projects and initiatives.
• Provide professional input for improvement proposals based on experience and observations.
• Manage expense claims for RMs/GHs.

Risk Management & Controls

• Actively help manage risk by supporting the first line of defense, raising concerns, and escalating issues.
• Ensure adherence to local regulations and internal policies and standards.
• Ensure timely clearance of pending items and escalated deficiencies.
• Promote ethical and compliant behavior.
• Ensure accurate and understandable documentation of client interactions.

Your Profile

• Good university degree in Finance, Economics, or a related discipline.
• At least 5 years of relevant client support experience in Private Banking.
• Understanding of execution and back-office processes, as well as legal and compliance procedures.
• Proven track record in servicing banking clients with complex needs.
• Hands-on knowledge of various banking system applications.
• Adequate knowledge of Financial Terminals (e.g., Bloomberg, Reuters).
• Proficient in spoken and written English and Chinese (Cantonese and Mandarin).
• Relevant regulatory license from HKMA/SFC.

Personal & Social Skills

• Team player with excellent situational adaptability.
• Friendly, trustworthy, and discreet personality with high risk awareness.
• Highly service-oriented and passionate about client servicing.
• Communicates in a friendly, competent, and professional manner.
• Open, approachable, and displays genuine interest in people and improving processes.
• Systematic, precise, and diligent working style with the ability to perform under pressure.
• Personal integrity and ethical behavior.

Professional Skills

• Sound affinity with the geographic market covered.
• Good understanding of relevant products and services in Private Banking.
• Basic knowledge of global financial markets and current developments in the industry.