Associate Relationship Manager (Greater China)

Bank Julius Bär & Co. Ltd.; Singapore; On-site; SGD 67,000 - 100,000; Full time

Job summary

Julius Baer invites ambitious graduates to join a 36-Month Associate Relationship Manager Program in Singapore, backed by senior leadership to shape the future of private banking. You will train across wealth management, investment advisory, and client service, developing the skills to become a trusted advisor to high-net-worth individuals.

The program emphasizes hands-on client outreach, cross-selling, and collaborative teamwork, with international exposure and mentorship from seasoned

Qualifications

• 3–5 years in Wealth Management or related private banking front office.
• Proficiency in English and Chinese (spoken and written).
• MAS Client Advisor Competency Standards (CACS) certification preferred.

Responsibilities

• Build and nurture a strong client base through proactive outreach and teamwork.
• Deliver expert investment advice and responsive service tailored to each client.
• Develop and deepen client relationships through cross-selling and upselling opportunities.
• Ensure exceptional client satisfaction, maintaining accurate records and regulatory compliance.
• Contribute to innovative marketing strategies and forward-thinking initiatives.
• Engage with Associate Relationship Manager community, sharing best practices.

Skills

Wealth management

Investment advisory

Private banking

Client relationship

Regulatory knowledge

Tools

MAS CACS certification

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. Are you ready to take your career to the next level? Join our prestigious 36-Month Associate Relationship Manager Program, designed to catapult your career to new heights in the world of private bank. With the full backing of our senior leadership, you'll embark on a journey to become a trusted advisor to high-net-worth individuals, equipped with the skills, knowledge, and expertise to excel in this competitive field.

Program Highlights

• Comprehensive training covering all facets of wealth management, from investment products to wealth planning and credit facilities.
• Receive dedicated support and guidance from seasoned Senior Relationship Managers who will coach, mentor, and guide you every step of the way, ensuring you have the tools and expertise needed to thrive in your role.
• Exclusive networking opportunities to connect with key stakeholders and industry experts, expanding your professional circle and opening doors to new possibilities.
• Regular performance feedback to help you grow, improve, and celebrate your successes.

YOUR CHALLENGE

• Build and nurture a strong client base through proactive outreach and collaborative teamwork.
• Deliver expert investment advice and responsive service, tailored to each client's unique needs and preferences.
• Develop and deepen client relationships through strategic cross-selling and upselling opportunities.
• Ensure exceptional client satisfaction, maintaining accurate records and adhering to regulatory requirements.
• Contribute to innovative marketing strategies and participate in forward-thinking initiatives.
• Engage actively with our Associate Relationship Manager community, sharing best practices and experiences to foster a culture of excellence.

Core Skills

• Excellent client relationship management and sales skills.
• Strong investment advisory and portfolio management capabilities.
• Effective communication and interpersonal skills.
• Proven time management and organizational abilities.
• A solid grasp of compliance and risk management principles.
• Marketing and business development acumen.
• Collaborative teamwork and adaptability.

What You'll Achieve

• A deep understanding of wealth management and client relationship building.
• Expertise in investment advisory and portfolio management.
• A robust network of clients, peers, and industry connections.

YOUR PROFILE

We look for individuals with exceptional interpersonal and networking skills, a strong ability to listen and adapt, and a resilient and motivated mindset. As a collaborative and independent thinker with high personal integrity and a strong moral compass, you will thrive in our dynamic environment.

Requirements

• 3-5 years of relevant experience preferably in Wealth Management, Investment Consulting, supporting role in Private Banking frontline team.
• Proficiency in English and Chinese (spoken and written), additional languages according to specific market requirements.
• Relevant regulatory licences from MAS Client Advisor Competency Standards (CACS) certification preferred.

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 collegiality of a much smaller one. We are growing quickly, but we remain dedicated to maintaining our accessible structure with flat hierarchies, and approachable and supportive leaders. With offices around the world, we offer an international and stimulating work environment and the opportunity to work with a diverse team of highly motivated colleagues, bringing the best of the bank to our clients. Our core values of Care, Passion, and Excellence define the tone of how we interact with each other and our partners. Committed to your success Whether nurturing young talent with our renowned apprentice scheme, enabling ambitious university graduates to put theory into practice with our Graduate Programme, or providing first-class opportunities for experienced professionals, we look after our employees. We believe in continuous learning as a company and as individuals, which is why we put a focus on the health and well-being of our employees and offer flexible working options, a wide array of benefits, and extensive career development programmes.

For more information visit www.juliusbaer.com or contact us via the Contact Form.