Client Relationship Assistant - Private Banking

Julius Baer; Singapore; On-site; SGD 52,000 - 78,000; Full time

Job summary

Julius Baer in Singapore seeks an Assistant Relationship Manager to support Relationship Managers and Group Heads in daily operations, client management, and reporting. You will help with client interactions, customised reporting, and meeting planning, while ensuring high service quality and regulatory compliance.

You will coordinate travel, prepare presentations, and assist in drafting investment proposals, with emphasis on timely delivery and accuracy.

Qualifications

• Ability to collaborate with RMs/GH and stakeholders.
• Strong client communication and documentation skills.
• High service orientation and attention to detail.
• Ability to work under pressure and adhere to regulatory standards.

Responsibilities

• Supports RMs/GH in client interaction and related tasks with quality and timeliness.
• Customizes client requests (reporting, statistics, mailings).
• Manages RM/GH calendar, prepares meetings, and coordinates travel.
• Assists in drafting investment proposals and supporting marketing activities.
• Ensures coverage in case of absences.

Skills

Team player

Client servicing

Communication

Process improvement

Integrity

Job description

Julius Baer in Singapore seeks an Assistant Relationship Manager to support Relationship Managers and Group Heads in daily operations, client management, and reporting. You will help with client interactions, customised reporting, and meeting planning, while ensuring high service quality and regulatory compliance.

You will coordinate travel, prepare presentations, and assist in drafting investment proposals, with emphasis on timely delivery and accuracy.