UHNW Private Wealth Relationship Manager

BANK JULIUS BAER & CO. LTD.; Singapore; On-site; SGD 120,000 - 240,000; Full time

Job summary

Bank Julius Baer & Co. Ltd. seeks a Relationship Manager to act as the primary contact for High Net Worth and Ultra High Net Worth clients in Singapore, delivering wealth management solutions and handling routine inquiries and transactions.

The role requires strong client service abilities, portfolio understanding, and collaboration with specialists to grow client assets while ensuring compliance with bank policies and regulatory requirements.

Qualifications

• Relevant educational and professional background.
• Proven track record in servicing a book of clients and in acquisition of new relationships.
• Linguistic proficiency & cultural awareness.
• Familiar with the legal & regulatory environment.
• Excellent knowledge of global financial markets and current affairs.

Responsibilities

• Respond to client needs promptly and professionally.
• Provide investment advice aligned with policy and asset allocation.
• Monitor client portfolios and collateral situations.
• Maintain high client satisfaction by tailoring contact to client preferences.
• Collaborate with specialists to deliver wealth management solutions.
• Acquire new client relationships through own network and deepen assets under management.
• Provide client feedback to relevant bank departments to improve products and services.
• Comply with internal policies and industry regulations.

Skills

Interpersonal skills

Client service orientation

Team player

Persuasive communication

Diversity awareness

Working under pressure

Japanese language proficiency

Regulatory awareness

Tools

Microsoft Office

Job description

Bank Julius Baer & Co. Ltd. seeks a Relationship Manager to act as the primary contact for High Net Worth and Ultra High Net Worth clients in Singapore, delivering wealth management solutions and handling routine inquiries and transactions.

The role requires strong client service abilities, portfolio understanding, and collaboration with specialists to grow client assets while ensuring compliance with bank policies and regulatory requirements.