Account Manager - Intermediaries at BANK JULIUS BAER CO LTD

Singapore, , Singapore -

Full Time

Start Date

Immediate

Expiry Date

31 Dec, 25

Salary

0.0

Posted On

02 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Administration, Account Management, Financial Markets Knowledge, Compliance, Risk Management, Communication Skills, Organizational Skills, Problem Solving, Team Collaboration, Customer Orientation, Documentation Skills, Adaptability, Proactivity, Attention to Detail, Technical Proficiency, Relationship Management

Industry

Banking

Description

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. In addition to the Assistant Relationship Manager (ARM) Intermediaries & Family Offices role profile, the Account Manager Intermediaries & Family Offices (AM PB) takes ownership of the account administration, documentation formalities and tasks in daily operations and projects impacting the account administration. In contrast to the Relationship Manager (RM), the AM PB does not have an own client book. The AM PB reaches out to clients where appropriate in close collaboration with the RM. He/she demonstrates excellent professional, personal as well as social skills when liaising with clients and the RM. The AM PB ensures the operational client account management and interacts with internal as well as external stakeholders independently, provides clients with relevant in- formation and supports the RM in implementing customized solutions. Furthermore, the AM PB acts as role model in bringing the best service quality to clients, RMs and Team Heads (THs) in a fast, professional and friendly manner, always living the Julius Baer values (Care, Passion, and Excellence) and thus, helping the team to manage and grow its current client base. He/she channels client feedback to the relevant individuals and departments within the Bank to foster continuous improvement and fast adaptation of processes. The AM PB shows professional commitment to ensuring excellent administration of the account, to clients as well as to the Bank and is willing to go the extra mile. YOUR CHALLENGE Client Administration & Management Ensures that accurate and high-quality client relationship documentation formalities are met and maintained to a high standard at all times including client identification documentation (CDB), account opening forms and other relevant legal forms Actively ensures that operational account management is undertaken professionally, with all tasks/system alerts cleared directly where possible or via RM if necessary Where appropriate is part of client meetings and even leads parts of the meeting (e.g. documentation formalities, compliance, other requests of the client) if case allows. Actively maintains client key data in liaison with the RM to ensure CRM and other data sets are correct for good maintenance of the relationship. Interacts with clients in an independent and professional manner in all aspects of account management Proactively takes the lead in supporting the RMs/TH in client relationship and all related tasks (systems, applications, processes, documents etc.), with high-quality, precision and timely responsiveness Ensures operational coverage and client interaction (not advice) within the team during absences. Creates and provides clients with customized information, reports and statistics, etc. Business Management Organises and follows up client meetings, including logistics and document preparation, on own initiative Supports the RM in investigations and troubleshooting, maintaining close bank-internal cross-team/division collaboration Manages the internal projects which impact the account relationships of an RM, directly solving the administrative issues that arise and ensuring that all relevant systems are maintained and updated, and all documentation is collected as necessary Provides professional input proposals for improvements based on experience, incident occurrence or observation Conducts reviews, plans ahead and documents his/her own work at all times Can deputise RMs in day-to-day matters in certain agreed topics Is typically the go-to person for new ARMs and can help in the induction process to share knowledge and best practices in terms of systems, data, processes, and client interaction Risk Management and Controls Full adherence at all times to compliance, legal guidelines, internal rules, regulations and policies, with action, review and sign off made in collaboration with the respective RMs and Group Head Is a first line of risk defence, through raising concerns, following up on issues independently and escalating when in doubt Demonstration of appropriate values and behaviours including but not limited to standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulations YOUR PROFILE Education and Experience Relevant work experience as Assistant Relationship Manager or 3 years of experience as ARM together with a job-related high degree (e.g. Bachelor, CFA or similar) without counting the apprenticeship period Successful completion of the internal ARM training programme Proven track record in servicing banking clients with complex needs (onboarding of new clients, maintaining and extending current relationships) Professional Skills Advanced knowledge of financial markets: structure, function and legal/regulatory environment as well as industry awareness Sound affinity with the geographic market(s) covered Advanced understanding of relevant products and services applicable to EAM clients, plus valuation principles Strong fluency in English (both written and verbal) and preferably in Business Mandarin due to the market requirement Very good MS Office skills Personal and Social Skills Independent work approach Excellent situational adaptability (able to work with RMs and clients from diverse backgrounds with complex needs) Positive “can do” attitude and approaches challenges with an open mindset Takes on extra responsibilities at own initiative Strives for excellence by finding ways to do things smarter, faster and better Challenges the status quo in a continuous improvement approach Excellent organisational skills, able to work swiftly, independently and accurately even when under pressure Proactive, friendly and highly solution- and customer-oriented attitude Strong team player with excellent communication skills Professional impression and impact High personal integrity and risk awareness/ethical mindset Is a go-to person by e.g. helping colleagues, training other assistants (see above) Regulatory MAS Registered/Appointed Representative CACS Papers 1 and 2 Preferably with CMFAS Modules 1B, 5, 6A, 8A certification We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site. Is this not quite what you are looking for? Set up a job alert by creating a candidate account here. The international reference in wealth management Julius Baer is the leading Swiss wealth management group. We focus on servicing and advising sophisticated private clients from around the world, taking into account what truly matters to them – in their business and personal life, today and for future generations. Headquartered in Zurich, we are present in around 60 locations worldwide, including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo. Why join Julius Baer? At Julius Baer our employees enjoy the benefits of a global company with the support and collegiality of a much smaller one. We are growing quickly, but we remain dedicated to maintaining our accessible structure with flat hierarchies, and approachable and supportive leaders. With offices around the world, we offer an international and stimulating work environment and the opportunity to work with a diverse team of highly motivated colleagues, bringing the best of the bank to our clients. Our core values of Care, Passion, and Excellence define the tone of how we interact with each other and our partners. Committed to your success Whether nurturing young talent with our renowned apprentice scheme, enabling ambitious university graduates to put theory into practice with our Graduate Programme, or providing first-class opportunities for experienced professionals, we look after our employees. We believe in continuous learning as a company and as individuals, which is why we put a focus on the health and well-being of our employees and offer flexible working options, a wide array of benefits, and extensive career development programmes. For more information visit www.juliusbaer.com or contact us via the Contact Form. For recruiting agents, please see the additional information here.

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Responsibilities

The Account Manager - Intermediaries is responsible for account administration, documentation formalities, and daily operations impacting account management. They support Relationship Managers by ensuring high-quality client interactions and maintaining accurate client documentation.