Relationship Manager (Hong Kong)
Julius Baer(5 months ago)
About this role
The Relationship Manager Private Banking at Julius Baer serves as the primary point of contact for High Net Worth and Ultra High Net Worth clients, responsible for managing client portfolios and delivering comprehensive wealth management solutions. This role emphasizes client satisfaction, proactive development of client relationships, and adherence to compliance and risk management standards within the bank.
Required Skills
- Client Management
- Wealth Management
- Risk Management
- Compliance
Qualifications
- Certified Private Wealth Professional (CPWP)
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