Assistant Relationship Manager

Julius-Baer; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

Julius Baer in Singapore seeks an Assistant Relationship Manager (ARM) to support one or more Relationship Managers and Group Heads in daily operations, client management, and administration. The ARM ensures high-quality client service, handles scheduling, prepares meetings, and helps draft investment proposals and client communications.

The role requires strong communication, team orientation, and ethical conduct, with fluency in Japanese to support Japanese-speaking clients.

Qualifications

• Strong communication skills, both verbal and written.
• Team player with collaborative mindset and client focus.
• Proven ability to service clients and manage expectations.

Responsibilities

• Supports RMs/GH in client interaction and related tasks with high quality and timely responsiveness.
• Manages RM/GH calendars, prepares client meetings, and arranges business trips.
• Assists in drafting investment proposals and supporting marketing activities when needed.
• Documents client interactions and orders in CRM/DiAS with proper accuracy.
• Ensures coverage in case of absences and escalates issues as required.

Skills

Communication

Team player

Client servicing

Attention to detail

Ethical conduct

Tools

CRM system

MS Office

DiAS

Job description

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.GENERAL DESCRIPTIONThe Assistant Relationship Manager (ARM) supports one or more Relationship Manager(s) (RM) / Group Head(s) (GH) in daily operations, administration and client management. The ARM interacts with internal and external stakeholders, provides clients with relevant information and supports the RM in implementing customised solutions. Furthermore, the ARM acts as role model in bringing the best service quality to the RMs/GH in a fast, professional and friendly manner, and thus helping the team to manage, develop and grow its client base. They channel client feedback to the relevant individuals/departments within the Bank to foster continuous improvement and fast adaptation of processes.YOUR CHALLENGEKEY FEATURES OF THE POSITIONCLIENT ADMINISTRATION AND MANAGEMENTSupports RMs/GH in client interaction and all related tasks (systems, processes, files, documents etc.) with high-quality, precision and timely responsivenessCustomizes client requests (reporting, statistics, mailings etc.)Manages the RM/GH’s calendar, prepares client meetings, organizes business trips, completes the post processing of client calls, client meetings or business trips for RMs/GHCompiles presentations, supports in drafting investment proposals and in marketing activities if needed (client reception, meetings, business trips, events etc.)Ensures coverage in case of own absencesBUSINESS MANAGEMENTRegularly collects and exchanges relevant information necessary for the jobConducts reviews, plans, and always documents his/her workSupports RM/GH in implementation of projects and initiatives, in close alignment with the Team Business ManagerProvides professional input proposals for improvements based on experience, incident occurrence or observationManages the expense claim process for RMs/GHRISK MANAGEMENT AND CONTROLSActively helps managing risk (support first line of defense), i.e. in client documentation, by raising concerns, following up on issues and by escalating when in doubtEnsures adherence to local regulations and compliance with internal policies and standards (e.g. new account openings, payment instructions, reviewing client phone calls or signing off at own level of competence etc.) in collaboration with the respective RMs, GH and Team Business ManagerEnsures timely clearance of pending items and escalated deficienciesEnsures appropriate ethical and compliant behavior in his/her area of responsibilityEnsures correct, meaningful and understandable documentation of client interaction/client orders in the corresponding tool (e.g. CRM, DiAS)REGULATORY RESPONSIBILITIESDemonstration of appropriate values and behaviours including but not limited to standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulationsYOUR PROFILEPERSONAL AND SOCIAL SKILLSAble to handle verbal and written communication with clients in the client's native language where applicableA natural team playerAbility to relate to colleagues from diverse backgroundsOpen, approachable and displays genuine interest in people and in improving processesAlways communicates in a competent and professional mannerHighly service oriented and passionate about client servicingSystematic, precise and diligent working style and the ability to perform under pressurePersonal integrity and ethical behaviorPROFESSIONAL AND TECHNICAL SKILLSProficiency in Japanese language to support business communication with Japanese-speaking clientsAppropriate understanding of relevant products and services in Private BankingBasic knowledge of global financial markets and current developments in the industrySound affinity with the geographic market(s) covered, i.e. familiar with the legal and regulatory environment as well as cultural awarenessREGULATORYRepresentative under MAS SFA and/or FAAWe are looking forward to receiving your full job application through our online application tool.