Aspiring Private Banking Relationship Manager

BANK JULIUS BAER & CO. LTD.; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

Bank Julius Baer & Co. Ltd. Singapore offers an Associate Relationship Manager position linked to a structured development programme.

This is a transitional role toward becoming a Relationship Manager after completing the programme, with responsibilities across front-office client service and wealth solutions. You will work with senior Relationship Managers to build and manage a client book, provide investment guidance, and expand client relationships while maintaining strict data security and

Qualifications

• Higher education such as Master’s/MBA or equivalent financial experience.
• 3–5 years’ work experience in the financial industry.
• Proficiency in English; additional languages per market requirements.
• MAS regulatory licences required to operate in MAS jurisdictions.
• CACS certification is preferred but not mandatory.

Responsibilities

• Attract prospects and proactively build a client book with the team.
• Provide investment advice in collaboration with specialists and in line with policies.
• Deepen client relationships and drive cross-selling opportunities.
• Ensure data security and accurate client documentation and onboarding forms.
• Participate in the Associate RM development programme and share best practices.

Skills

Interpersonal skills

Networking

Active listening

Resilience under pressure

Team player

Autonomy

Integrity

Willingness to learn

Education

Master's/MBA or equivalent

MAS licences

CACS certification preferred

Job description

Bank Julius Baer & Co. Ltd. Singapore offers an Associate Relationship Manager position linked to a structured development programme.

This is a transitional role toward becoming a Relationship Manager after completing the programme, with responsibilities across front-office client service and wealth solutions. You will work with senior Relationship Managers to build and manage a client book, provide investment guidance, and expand client relationships while maintaining strict data security and