Elite Private Banking Relationship Manager

BANK JULIUS BAER & CO. LTD.; Singapore; On-site; SGD 100,000 - 180,000; Full time

Job summary

BANK JULIUS BAER & CO. LTD. in Singapore seeks an experienced Relationship Manager to serve as the primary contact for High Net Worth and Ultra High Net Worth clients. You will manage a portfolio, deliver wealth management solutions, and handle routine enquiries and transactions.

Player in a team, expand client relationships, and stay compliant with internal policies and industry regulations while leveraging market knowledge and specialist support.

Qualifications

• Relevant educational and professional background.
• Proven track record servicing a book of clients and acquiring new relationships.
• Knowledge of global financial markets and regulatory environment.
• CMFAS Modules 1B, 5, 6A, 8A certification preferred.
• Working knowledge of MS Office and financial software.

Responsibilities

• Respond to client needs in a timely and professional manner.
• Provide investment advice in line with Bank policy and asset allocation.
• Actively monitor client portfolios and collateral situations.
• Expand client relationships through own network and deepen existing ones.
• Collaborate with specialists to deliver comprehensive wealth management solutions.
• Ensure compliance with internal policies and industry regulations.
• Provide feedback from clients to product and service teams for improvements.
• Comply with Bank policies and applicable laws and regulations.

Skills

Interpersonal skills

Client servicing

Team player

Persuasive

Client relationship management

Regulatory awareness

Education

Relevant educational and professional background

Tools

Microsoft Office

T24

Olympics

TEMOS

Job description

BANK JULIUS BAER & CO. LTD. in Singapore seeks an experienced Relationship Manager to serve as the primary contact for High Net Worth and Ultra High Net Worth clients. You will manage a portfolio, deliver wealth management solutions, and handle routine enquiries and transactions.

Player in a team, expand client relationships, and stay compliant with internal policies and industry regulations while leveraging market knowledge and specialist support.