Wealth Management Assistant - Client Relations & Support

Julius Baer; Singapore; On-site; SGD 70,000 - 120,000; Full time

Job summary

Julius Baer in Singapore seeks an Assistant Relationship Manager to support Relationship Managers and Group Heads in daily client administration and the delivery of tailored private banking services. You will manage calendars, prepare client meetings, organize travel, and ensure high-quality, timely service to clients and RMs.

You are a natural team player with strong client focus, integrity, and the ability to work under pressure in a fast-paced wealth management environment, complying with

Responsibilities

• Supports RMs/GH in client interaction and all related tasks (systems, processes, files, documents etc.) with high-quality, precision and timely responsiveness
• Customizes client requests (reporting, statistics, mailings etc.)
• Manages the RM/GH’s calendar, prepares client meetings, organizes business trips, completes the post processing of client calls, client meetings or business trips for RMs/GH
• Compiles presentations, supports in drafting investment proposals and in marketing activities if needed (client reception, meetings, business trips, events etc.)
• Ensures coverage in case of own absences]
• Business management tasks: regularly collects and exchanges relevant information; conducts reviews, plans, documents work; supports RM/GH in projects; provides improvement input; manages expense claims

Job description

Julius Baer in Singapore seeks an Assistant Relationship Manager to support Relationship Managers and Group Heads in daily client administration and the delivery of tailored private banking services. You will manage calendars, prepare client meetings, organize travel, and ensure high-quality, timely service to clients and RMs.

You are a natural team player with strong client focus, integrity, and the ability to work under pressure in a fast-paced wealth management environment, complying with