Client Relations Assistant - Private Banking

Bank Julius Bär & Co. Ltd.; Singapore; On-site; SGD 90,000 - 130,000; Full time

Benefits offered by this job

Health and well-being

Flexible working options

Wide array of benefits

Extensive career development

Job summary

Julius Baer is seeking an Assistant Relationship Manager to support Relationship Managers and Group Heads in daily operations and client management. The role involves handling client requests, preparing meetings and proposals, and ensuring compliant, timely processing of client activities.

You will coordinate with internal teams to deliver tailored solutions, maintain accurate records, and contribute to the development of the client base.

Qualifications

• A natural team player with strong interpersonal skills.
• Excellent client-focused service orientation and responsiveness.
• Clear, professional communication with internal and external stakeholders.
• High ethical standards and integrity in all client interactions.
• Knowledge of regulatory expectations and compliance fundamentals.
• Awareness of diverse cultural contexts in wealth management.
• Sound understanding of financial markets and products relevant to private banking.

Responsibilities

• Support RMs in client interaction, scheduling, and documentation with accuracy and timeliness.
• Prepare client meetings, reports, and proposals; assist with business trips and post-meeting follow-ups.
• Assist in client onboarding, KYC, and documentation, ensuring compliance with internal controls.
• Contribute to project initiatives and process improvements with input from experience.

Skills

Team player

Client servicing

Communication

Ethical behavior

Regulatory knowledge

Cross-cultural awareness

Professional demeanor

Job description

Julius Baer is seeking an Assistant Relationship Manager to support Relationship Managers and Group Heads in daily operations and client management. The role involves handling client requests, preparing meetings and proposals, and ensuring compliant, timely processing of client activities.

You will coordinate with internal teams to deliver tailored solutions, maintain accurate records, and contribute to the development of the client base.