Relationship Manager for SEA Market

Bank Julius Bär & Co. Ltd.; Singapore; On-site; SGD 120,000 - 240,000; Full time

Benefits offered by this job

flexible working options

a wide array of benefits

extensive career development

extensive career development

Job summary

Bank Julius Baer & Co. Ltd. seeks a Relationship Manager to act as the primary contact for a portfolio of High Net Worth and Ultra High Net Worth clients. You will deliver wealth management solutions, respond to client inquiries, and work with specialists to meet client needs.

The role emphasizes proactive client management, compliance with regulatory requirements, and development of new relationships through the Bank's network and strategies.

Qualifications

• Proven track record in servicing a book of clients and in acquisition of new relationships.
• Ability to relate to clients and colleagues from diverse backgrounds.
• Familiar with the broader regulatory environment and banking policies.

Responsibilities

• Manage a portfolio of High Net Worth/Ultra High Net Worth clients.
• Provide proactive wealth management solutions and timely investment advice.
• Develop and maintain client relationships through regular contact and service excellence.
• Collaborate with specialists and teams to deliver comprehensive solutions.
• Ensure compliance with internal policies and regulatory requirements.

Skills

Interpersonal skills

Client service

Team player

Persuasive

Under pressure

Commercial judgment

CMFAS certifications

Regulatory knowledge

T24 knowledge

TEMOS knowledge

MS Office

Education

CMFAS Papers 1 & 2

MAS Registered/Appointed Representative

Tools

T24

Olympics

TEMOS

MS Office (Word/Excel/PowerPoint)

Job description

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.

The Relationship Manager is the primary point of contact between the clients and the Bank. He/she acts as an ambassador for the Bank externally and is a role model internally. He/she is responsible for the proactive management of a portfolio of High Net Worth/Ultra High Net Worth private clients. This includes the delivery of comprehensive wealth management solutions to meet the clients’ needs as well as dealing with routine enquiries and transactions.

YOUR CHALLENGE

• Client Management (internal & external)
• Responding to all client needs in a timely and professional manner
• Providing appropriate investment advice in line with the Bank’s policy and asset allocation
• Active monitoring of client investment portfolios and collateral situations
• Ensuring consistently high levels of client satisfaction by matching the frequency and intensity of contact to the clients’ preference
• Working in a team (including the appropriate use of specialists) to develop and deliver comprehensive wealth management solutions for clients
• Acquisition of new client relationships through own network and deepening existing client relationships (attracting additional clients/assets; increasing share of wallet)
• Responsible for providing feedback from clients concerning products and services to the relevant individuals/ departments within the Bank to ensure continuous improvement and adaptation in line with market trends
• Comply with the Bank’s internal policies and practices; as well as all relevant industry rules and regulations
• Develop and implement new marketing strategies in conjunction with the Group/ Team Heads
• Embracing new processes and product initiatives
• Participate in ad-hoc projects as required by the Group/ Team Heads
• Fostering discipline and good work practices (including meeting deadlines and regulatory requirements, and fulfilling documentation requirements)
• Compliance with all Julius Baer and industry private banking rules and regulations
• Regulatory Responsibilities /OR Risk Management
• Demonstration of appropriate values and behaviours including but not limited to standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulations

YOUR PROFILE

• Personal and Social Good interpersonal skills
• Approachable, professional and responsive
• Ability to relate to clients and colleagues from diverse backgrounds
• A strong team player
• Persistent and persuasive
• Passionate about client service
• Possesses good judgment and ability to work under pressure
• Professional and Technical Relevant educational and professional background
• Proven track record in servicing a book of clients and in acquisition of new relationships
• Sound affinity with the geographic market(s) to be covered
• Linguistic proficiency & cultural awareness
• Familiar with the legal & regulatory environment
• Excellent knowledge of global financial markets and current affairs
• Ability to match client needs with appropriate product solutions
• Sound commercial judgment, represents the Bank’s and the shareholders’ interests at all times
• CACS Papers 1 and 2 Preferably with CMFAS Modules 1B, 5, 6A, 8A certification
• Working knowledge of T24, Olympics and TEMOS
• Working knowledge of Microsoft Office applications (e.g. Word, Excel, Powerpoint, etc)
• Regulatory (where applicable) MAS Registered/Appointed Representative

The international reference in wealth management Julius Baer is the leading Swiss wealth management group. We focus on servicing and advising sophisticated private clients from around the world, taking into account what truly matters to them – in their business and personal life, today and for future generations. Headquartered in Zurich, we are present in around 60 locations worldwide, including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo.

Why join Julius Baer? At Julius Baer our employees enjoy the benefits of a global company with the support and collegiality of a much smaller one. We are growing quickly, but we remain dedicated to maintaining our accessible structure with flat hierarchies, and approachable and supportive leaders. With offices around the world, we offer an international and stimulating work environment and the opportunity to work with a diverse team of highly motivated colleagues, bringing the best of the bank to our clients. Our core values of Care, Passion, and Excellence define the tone of how we interact with each other and our partners. Committed to your success Whether nurturing young talent with our renowned apprentice scheme, enabling ambitious university graduates to put theory into practice with our Graduate Programme, or providing first‑class opportunities for experienced professionals, we look after our employees. We believe in continuous learning as a company and as individuals, which is why we put a focus on the health and well-being of our employees and offer flexible working options, a wide array of benefits, and extensive career development programmes.

• flexible working options
• a wide array of benefits
• extensive career development programmes

For more information visit www.juliusbaer.com or contact us via the Contact Form.