Associate Relationship Manager (Hong Kong)

About the role

Julius Baer is recruiting for its 36-month Associate Relationship Manager programme in Hong Kong, designed to train people to become trusted advisors to high-net-worth individuals in private banking. The programme is supported by senior leadership and includes comprehensive training, mentorship and regular performance feedback.

Key responsibilities

• Build and nurture a client base through proactive outreach and teamwork.
• Deliver investment advice and responsive service tailored to each client's needs.
• Develop client relationships through strategic cross-selling and upselling.
• Maintain accurate records and comply with regulatory requirements.
• Contribute to marketing strategies and initiatives, and share best practices within the Associate Relationship Manager community.

Required profile

• 3-5 years of relevant experience, preferably in wealth management, investment consulting or a supporting role in a private banking frontline team.
• Proficiency in spoken and written English and Chinese, with additional languages depending on the market.
• Relevant regulatory licences from the HKMA/SFCC.
• CPWP certification preferred.
• Strong listening, networking and interpersonal skills, with resilience and integrity.

Required skills

• Client relationship management and sales.
• Investment advisory and portfolio management.
• Communication, time management and organization.
• Understanding of compliance and risk management.
• Marketing and business development acumen.

What we offer

• Training covering investment products, wealth planning and credit facilities.
• Mentorship and coaching from Senior Relationship Managers.
• Networking opportunities with stakeholders and industry experts.
• Regular performance feedback.