Vista previa de la oferta
Account Manager
manager · Asset Management
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.
PRINCIPALES FUNCIONES
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
- Have relevant experience in the induction process to share knowledge and best practices with teammates 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’s 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.
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