Elite Private Banking Relationship Manager

Bank Julius Bär & Co. Ltd.; Singapore; On-site; SGD 120,000 - 170,000; Full time

Job summary

Julius Baer Singapore seeks a Relationship Manager Private Banking to be the primary contact for a portfolio of High Net Worth and Ultra High Net Worth clients, delivering wealth management solutions and handling routine enquiries and transactions.

You will acquire new client relationships, contribute to onboarding, and act as a role model while maintaining strict risk controls and compliance in a fast-paced environment.

Qualifications

• Proven track record servicing a book of clients
• Experience acquiring new client relationships
• Proficiency in Japanese language to support business communication
• Linguistic proficiency & cultural awareness
• Familiar with the legal & regulatory environment
• Willingness to travel

Responsibilities

• Respond to all client needs in a timely and professional manner
• Ensure high levels of client satisfaction by aligning contact with client preferences
• Provide appropriate investment advice per Bank policies and asset allocation
• Proactively relay client feedback to relevant specialists for product/service improvement
• Develop and implement client initiatives and marketing strategies with management support
• Proactively develop and maintain a portfolio of High Net Worth and Ultra High Net Worth clients
• Collaborate with specialists to deliver comprehensive wealth management solutions
• Grow revenues through new client acquisition and increased share of wallet
• Manage client risks and support succession planning and attrition mitigation
• Use available tools and processes to support daily business

Skills

Proven client servicing

New client acquisition

Japanese language proficiency

Linguistic & cultural awareness

Regulatory & legal knowledge

Willingness to travel

Interpersonal skills

Open and approachable

Client service passion

Job description

Julius Baer Singapore seeks a Relationship Manager Private Banking to be the primary contact for a portfolio of High Net Worth and Ultra High Net Worth clients, delivering wealth management solutions and handling routine enquiries and transactions.

You will acquire new client relationships, contribute to onboarding, and act as a role model while maintaining strict risk controls and compliance in a fast-paced environment.