Intermediaries Relationship Manager, Associate (SGP)

Julius Baer; Singapore; On-site; SGD 90,000 - 130,000; Full time

Job summary

Julius Baer in Singapore seeks an Associate Relationship Manager to attract prospects and build a client book, while working with specialists to provide suitable investment solutions and maintain top client service standards.

You will collaborate across the team, respond promptly to client needs, deepen relationships, and contribute to strategic initiatives within the Private Banking business.

Qualifications

• 3–5 years of work experience in the financial industry or completion of Julius Baer front graduate programme.
• Proficiency in English (spoken and written); additional languages are an advantage.
• Knowledge of global financial markets and market developments.
• Understanding of regulatory environments across markets.
• Ability to match client needs with appropriate product solutions.

Responsibilities

• Attract prospects, proactively build up an own client book, and retain existing clients in close collaboration with other team members.
• Collaborate with other relationship managers to develop and maintain successful client relationships.
• Respond to client needs in the highest possible quality and in a timely manner.
• Provide investment content in collaboration with specialists in line with internal policies.
• Deepen client relationships and optimise revenues through cross-selling.
• Match client needs with appropriate product solutions.
• Participate in the Associate RM development programme and share best practice.

Skills

Inter-personal skills

Active listening

Adaptability

Resilience

Motivation & persistence

Team player

Autonomy

Discretion & integrity

Willingness to learn

Education

Masters degree or CFA

Tools

Private Banking tools

Job description

Julius Baer in Singapore seeks an Associate Relationship Manager to attract prospects and build a client book, while working with specialists to provide suitable investment solutions and maintain top client service standards.

You will collaborate across the team, respond promptly to client needs, deepen relationships, and contribute to strategic initiatives within the Private Banking business.