Client-Centric Assistant Relationship Manager

Julius Baer Group; Singapore; Presencial; SGD 60.000 - 90.000; Jornada completa

Descripción de la vacante

Julius Baer Group in Singapore is seeking an Assistant Relationship Manager to support Relationship Managers and Group Heads in daily client operations, administration and service delivery. You will help coordinate meetings, prepare materials and ensure accurate client records.

You will engage with clients and internal teams, help customize solutions, manage calendars, and assist with investment proposals while ensuring compliance and high service standards in a fast-paced wealth management

Formación

• Excellent verbal and written communication with clients.
• Team player with diverse backgrounds and collaborative mindset.
• Highly service-oriented with attention to detail and client focus.
• Basic understanding of private banking and financial markets.

Responsabilidades

• Support RMs/GH in client interactions, tasks, and scheduling with high quality and timeliness.
• Prepare client meetings, organize business trips, and post-process client calls/meetings.
• Draft investment proposals and assist in marketing activities as needed.
• Ensure coverage during absences and maintain continuity of service.
• Manage expense claims for RMs/GH and assist in project implementations.
• Accurately document client interactions and orders in CRM/DiAS.

Conocimientos

Japanese language

Client servicing

Communication skills

Herramientas

CRM systems

DiAS

Descripción del empleo

Julius Baer Group in Singapore is seeking an Assistant Relationship Manager to support Relationship Managers and Group Heads in daily client operations, administration and service delivery. You will help coordinate meetings, prepare materials and ensure accurate client records.

You will engage with clients and internal teams, help customize solutions, manage calendars, and assist with investment proposals while ensuring compliance and high service standards in a fast-paced wealth management