Associate Relationship Manager - Intermediaries Market (Singapore)

About the role

Julius Baer is recruiting an Associate Relationship Manager for its Intermediaries market in Singapore. The role is part of an internal development programme lasting about three years, with the aim of becoming a Relationship Manager after successful completion. The Associate RM sits in a front team serving Intermediaries clients alongside senior Relationship Managers and specialists, delivering wealth management solutions and handling routine enquiries and transactions. The profile described is for the later stage of the programme.

Key responsibilities

• Attract prospects, build an own client book and retain existing clients, working closely with other team members
• Provide investment content with specialists and comply with internal policies and external rules and regulations
• Deepen client relationships and increase share of wallet through cross-selling, matching contact frequency to client preference
• Ensure data security (CID / data privacy) through access management and provide accurate client documentation such as CDB and account opening forms
• Take client feedback to specialists, monitor risks as part of the first line of defence, and help create new marketing strategies
• Contribute to strategic initiatives and take part in the Associate RM development programme and community

Required profile

• Higher education (e.g. university master's, MBA, CFA) or equivalent background with relevant experience
• Proven track record of 3-5 years' experience, preferably in finance, or completion of the Julius Baer front graduate programme
• Very good interpersonal skills, good listener, resilient and able to work under pressure
• Trustworthy, discreet, with strong risk and compliance awareness and willingness to learn
• Proficiency in spoken and written English, additional languages depending on the market

Required skills

• Knowledge of global financial markets and understanding of the legal and regulatory environment of the relevant markets
• Good understanding of Private Banking products, services and tools, and ability to match client needs with suitable solutions