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Sobre este puesto de Cross Unit Relationship Manager Private Banking - Asia CH en Julius Baer

Julius Baer · Presencial · Zurich

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.

Responsible for any activities of the client lifecycle for Cross Unit Relationships (CUR). Act as the counterpart of the Relationship Manager at a Julius Baer Booking Center location (location i.e. entity of the Julius Baer Group which has permission to provide clients with banking, dealing and custody services).

YOUR CHALLENGE

  • Manage all activities across the client lifecycle for Cross Unit Relationships (CURs), with a focus on the joint-venture partner serving Japanese clients.
  • Deliver high-quality service to the joint-venture partner, ensuring seamless execution of banking activities and adapting to their cultural and linguistic requirements.
  • Develop and maintain a strong partnership with the joint-venture partner
  • Act as a Competence Centre, maintaining up-to-date knowledge of Bank initiatives, products, documentation, internal processes, policies, and regulatory developments relevant to the Japanese market.
  • Coordinate with internal departments, including operations, risk, and compliance, to ensure smooth processing and minimise potential risks.

YOUR PROFILE

  • Knowledge of Japanese culture and language would be an advantage.
  • Relevant higher educational and professional background
  • Good understanding of different legal entity structures
  • Affinity for compliance related topics
  • Excellent knowledge of financial products and markets
  • Client-centric mindset and highly service oriented
  • Detail oriented
  • Open and approachable
  • Change resilient
  • Very good interpersonal skills
  • Flexibility and positive attitude

We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site.

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Sobre Julius Baer

The international reference in wealth management Julius Baer is the leading Swiss wealth management group. We focus on servicing and advising sophisticated private clients from around the world, taking into account what truly matters to them – in their business and personal life, today and for future generations. Headquartered in Zurich, we are present in around 60 locations worldwide, including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo. Why join Julius Baer? At Julius Baer our employees enjoy the benefits of a global company with the support and collegialit

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