Assistant Relationship Manager - Private Banking
Julius Baer · Singapour
Job description
About the role
The Assistant Relationship Manager (ARM) supports one or more Relationship Managers, Team Heads and Group Heads in daily operations, administration and client management. The ARM interacts with internal and external stakeholders, provides clients with relevant information and supports the Relationship Managers in implementing customised solutions. The role also channels client feedback to the bank so that processes can improve quickly.
Key responsibilities
- Client administration: support client interactions, systems, processes, files and documents; customise client requests such as reports, statistics and mailings; manage the RM's calendar, prepare meetings, organise business trips and handle post-processing of calls and meetings
- Business management: collect and exchange relevant information, conduct reviews and document work, support project implementation and propose improvements
- Risk and controls: help manage client documentation risks, ensure adherence to local regulations and internal policies, clear pending items and escalate issues when in doubt
- Documentation: ensure accurate, understandable records of client interactions and orders in tools such as CRM and DiAS
- Compliance: act as a representative under the MAS SFA and/or FAA, uphold integrity, fair dealing and conflict-of-interest management, and follow ethical behaviour in your area of responsibility
Required profile
- Natural team player who relates to colleagues from diverse backgrounds and is open and approachable
- Service-oriented, systematic, precise and able to work under pressure
- Professional integrity and ethical behaviour
- Appropriate understanding of Private Banking products and services, basic knowledge of global financial markets and familiarity with the local legal and regulatory environment
Applications are submitted through the online application tool.
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Published 20 hours ago
Expires 1 month from now
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Julius Baer
Singapour
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