Associate Relationship Manager - Japan

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

Job Profile Summary

The role of an Associate Relationship Manager (Associate RM)is linked to the respective internal development programme. It is therefore a transitional role for a limited period of time (generally 3 years), with the overall aim of the Associate RM becoming a Relationship Manager (RM) after the successful completion of the programme. The present role profile describes the key features of the position towards the end of the programme, not at the very beginning.

The Associate RM is part of a front team and serves private clients of the Bank in close collaboration with one or several senior Relationship Managers, other team members, and specialists. This entails the delivery of comprehensive wealth management solutions to meet the clients' needs as well as dealing with routine enquiries and transactions. Acquisition of new client relationships through his/her network is an additional, integral element of the role.

Job Description

• 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 advice 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 Manager/Senior Client Partner
• 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

Job Requirements

Personal & 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

• Proficiency in Japanese language to support business communication with Japanese-speaking clients
• Sound affinity with the geographic market(s) covered, i.e. familiar with the legal and regulatory environment as well as cultural awareness
• 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 & 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)
• Proficiency in English (spoken and written), additional languages according to specific market requirements
• Relevant regulatory licences from MAS
• Client Advisor Competency Standards (CACS) certification preferred