SEA Private Wealth Relationship Manager

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

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.