Associate Relationship Manager for Intermediaries Market SGP

Julius Baer; Singapore; On-site; SGD 90,000 - 130,000; Full time

Job summary

Julius Baer in Singapore seeks an Associate Relationship Manager to attract prospects and build a client book, while working with specialists to provide suitable investment solutions and maintain top client service standards.

You will collaborate across the team, respond promptly to client needs, deepen relationships, and contribute to strategic initiatives within the Private Banking business.

Qualifications

• 3–5 years of work experience in the financial industry or completion of Julius Baer front graduate programme.
• Proficiency in English (spoken and written); additional languages are an advantage.
• Knowledge of global financial markets and market developments.
• Understanding of regulatory environments across markets.
• Ability to match client needs with appropriate product solutions.

Responsibilities

• Attract prospects, proactively build up an own client book, and retain existing clients in close collaboration with other team members.
• Collaborate with other relationship managers to develop and maintain successful client relationships.
• Respond to client needs in the highest possible quality and in a timely manner.
• Provide investment content in collaboration with specialists in line with internal policies.
• Deepen client relationships and optimise revenues through cross-selling.
• Match client needs with appropriate product solutions.
• Participate in the Associate RM development programme and share best practice.

Skills

Inter-personal skills

Active listening

Adaptability

Resilience

Motivation & persistence

Team player

Autonomy

Discretion & integrity

Willingness to learn

Education

Masters degree or CFA

Tools

Private Banking tools

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.

YOUR CHALLENGE

KEY FEATURES OF THE JOB

• Attract prospects, proactively build up an own client book, and retain existing clients in close collaboration with other team members
• Proactively ask for support, feedback, and guidance from other relationship managers in the team in developing and maintaining successful client relationships
• Respond to all client needs in the highest possible quality and in a timely manner
• Provide appropriate investment content in collaboration with specialists (when needed) and in line with internal policies and guidelines while meeting external rules and regulations
• Deepen client relationships and continuously optimise client’s potential revenues through the acquisition of additional share of wallet / cross-selling
• Match the frequency and intensity of contact based on the client’s preference
• Ensure highest level of data security (CID / data privacy) through access management
• Provide accurate client relationship documentation formalities at all times including client identification documentation (CDB), account opening forms and other relevant legal forms
• Take up client feedback regarding products and services with the relevant specialists within the Bank to ensure continuous improvement and adaptation in line with market trends
• Constantly monitor potential risks to protect the Bank and its clients as part of the first line of defence
• Create and implement new marketing strategies in conjunction with the Market Head & Group Head
• Contribute to strategic initiatives (e.g. to optimise key processes or support new product initiatives)
• Participate actively in the Associate RM development programme and engage in the Associate RM Community to share experience and best practice

YOUR PROFILE

Requirements For The Job

PERSONAL AND SOCIAL SKILLS

• Very good inter-personal skills, open and approachable, good networker
• Good listener with genuine interest in people
• Excellent situational adaptability to relate to clients and colleagues from diverse backgrounds
• Resilient mentality and ability to work under pressure, feels confident with uncertainty
• Motivated, persistent, and persuasive personality
• Strong team player
• Works autonomously and allocates work time independently
• Trustworthy and discreet personality with a high level of risk and compliance awareness
• High personal integrity and ethical behaviour
• Willingness to learn and grow personally

Professional / Technical Skills

• Knowledge of global financial markets, interest in market developments and industry trends
• Basic cultural understanding of geographical markets to be covered
• Understanding of legal & regulatory environment of respective markets and jurisdictions
• Good understanding of relevant products, services as well as tools in Private Banking
• Ability to match client needs with appropriate product solutions

Education And Experience

• Higher education (e.g. master’s degree of University, MBA, CFA) or other educational background combined with relevant professional experience
• Proven track record of 3-5 years’ work experience (preferably in the financial industry) or completion of the Julius Baer front graduate programme
• Proficiency in English (spoken and written), additional languages according to specific market requirements

RANK APPLICABLE TO THE JOB

• Associate Director
• Reporting line: Group Head