Assistant Relationship Manager, Hong Kong

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, entrepreneurial, empowered, and create value beyond wealth. Let’s shape the future of wealth management together.

The Assistant Relationship Manager (ARM) supports one or more Relationship Managers (RM) / Group Heads (GH) in daily operations, administration, and client management. The ARM interacts with internal and external stakeholders, provides clients with relevant information, and supports the RM in implementing customized solutions. Furthermore, the ARM acts as a role model in providing the best service quality to the RMs/GH in a fast, professional, and friendly manner, thereby helping the team manage, develop, and grow its client base. They channel client feedback to the relevant individuals/departments within the Bank to foster continuous improvement and fast adaptation of processes.

Your Challenge

Client Administration & Management

• Supports RMs/GH in client interactions and all related tasks (systems, processes, files, documents etc.) with high quality, precision, and timely responsiveness.
• Customizes client requests (reporting, statistics, mailings, etc.).
• Manages the RM/GH’s calendar, prepares client meetings, organizes business trips, and completes the post-processing of client calls, client meetings, or business trips for RMs/GH.
• Compiles presentations and supports in drafting investment proposals and marketing activities if needed (client reception, meetings, business trips, events, etc.).
• Ensures coverage in case of own absences.

Business Management

• Regularly collects and exchanges relevant information necessary for the job.
• Conducts reviews, plans, and documents work consistently.
• Supports RM/GH in the implementation of projects and initiatives, in close alignment with the Team Business Manager.
• Provides professional input proposals for improvements based on experience, incident occurrence, or observation.
• Manages the expense claim process for RMs/GH.

Risk Management & Controls

• Actively helps manage risk (supporting the first line of defense) in client documentation by raising concerns, following up on issues, and escalating when in doubt.
• Ensures adherence to local regulations and compliance with internal policies and standards (e.g., new account openings, payment instructions, reviewing client phone calls, or signing off at own level of competence, etc.) in collaboration with the respective RMs, GH, and Team Business Manager.
• Ensures timely clearance of pending items and escalated deficiencies.
• Ensures appropriate ethical and compliant behavior in their area of responsibility.
• Ensures correct, meaningful, and understandable documentation of client interactions/client orders in the corresponding tool (e.g., CRM, DiAS).

Regulatory Responsibilities

• Demonstration of appropriate values and behaviors, 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 Profile

Personal & Social Skills

• A natural team player.
• Ability to relate to colleagues from diverse backgrounds.
• Open, approachable, and displays genuine interest in people and in improving processes.
• Always communicates in a competent and professional manner.
• Highly service oriented and passionate about client servicing.
• Systematic, precise, and diligent working style, with the ability to perform under pressure.
• Personal integrity and ethical behavior.

Professional & Technical Skills

• Appropriate understanding of relevant products and services in Private Banking.
• Basic knowledge of global financial markets and current developments in the industry.
• Sound affinity with the geographic market(s) covered, i.e., familiar with the legal and regulatory environment as well as cultural awareness.

Regulatory

• Representative under MAS SFA and/or FAA.

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