Wealth Management: Client Services Assistant

Julius Baer Group Ltd.; Singapore; On-site; SGD 60,000 - 100,000; Full time

Job summary

Julius Baer Group in Singapore is seeking an Assistant Relationship Manager to support Relationship Managers and the Group Head in daily operations and client management. The role focuses on precise administration, client communications and efficient coordination to deliver superior service.

You will organise client meetings, prepare documentations, assist in investment proposals and coordinate marketing activities as needed, while maintaining compliance and quality across workflows.

Qualifications

• Client servicing and relationship-management experience preferred.
• Good communication, organizational and data-management skills.
• Understanding of private banking products and services is a plus.

Responsibilities

• Supports one or more Relationship Managers in client interaction, administration and coordination.
• Manages calendars, meetings, travel, and post-meeting follow-ups for RM/GH.
• Prepares presentations and assists in investment proposals and marketing activities when needed.
• Ensures documentation accuracy in CRM and adherence to regulatory requirements.

Job description

Julius Baer Group in Singapore is seeking an Assistant Relationship Manager to support Relationship Managers and the Group Head in daily operations and client management. The role focuses on precise administration, client communications and efficient coordination to deliver superior service.

You will organise client meetings, prepare documentations, assist in investment proposals and coordinate marketing activities as needed, while maintaining compliance and quality across workflows.