Assistant Relationship Manager at Julius Baer International Limited

Singapore, , Singapore -

Full Time

Start Date

Immediate

Expiry Date

12 Sep, 26

Salary

0.0

Posted On

15 Jun, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Administration, Relationship Management, Risk Management, Compliance, Private Banking, Financial Market Knowledge, CRM, Calendar Management, Investment Proposals, Regulatory Compliance, Stakeholder Management, Reporting, Business Management, Professional Communication, Precision And Diligence, Ethical Behavior

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. GENERAL DESCRIPTION The Assistant Relationship Manager (ARM) supports one or more Relationship Manager(s) (RM) / Group Head(s) (GH) in daily operations, administration and client management. The ARM interacts with internal and external stakeholders, provides clients with relevant information and supports the RM in implementing customised solutions. Furthermore, the ARM acts as role model in bringing the best service quality to the RMs/GH in a fast, professional and friendly manner, and thus helping the team to manage, develop and grow its client base. They channel client feedback to the relevant individuals/departments within the Bank to foster continuous improvement and fast adaptation of processes. YOUR CHALLENGE KEY FEATURES OF THE POSITION CLIENT ADMINISTRATION AND MANAGEMENT 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 Regularly collects and exchanges relevant information necessary for the job Conducts reviews, plans, and always documents his/her work Supports RM/GH in implementation of projects and initiatives, in close alignment with the Team Business Manager Provides professional input proposals for improvements based on experience, incident occurrence or observation Manages the expense claim process for RMs/GH RISK MANAGEMENT AND CONTROLS Actively helps managing risk (support first line of defense), i.e. in client documentation, by raising concerns, following up on issues and by escalating when in doubt Ensures adherence to local regulations and compliance with internal policies and standards (e.g. new account openings, payment instructions, reviewing client phone calls or signing off at own level of competence etc.) in collaboration with the respective RMs, GH and Team Business Manager Ensures timely clearance of pending items and escalated deficiencies Ensures appropriate ethical and compliant behavior in his/her area of responsibility Ensures correct, meaningful and understandable documentation of client interaction/client orders in the corresponding tool (e.g. CRM, DiAS) REGULATORY RESPONSIBILITIES 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 PERSONAL AND SOCIAL SKILLS A natural team player Ability to relate to colleagues from diverse backgrounds Open, approachable and displays genuine interest in people and in improving processes Always communicates in a competent and professional manner Highly service oriented and passionate about client servicing Systematic, precise and diligent working style and the ability to perform under pressure Personal integrity and ethical behavior PROFESSIONAL AND TECHNICAL SKILLS Appropriate understanding of relevant products and services in Private Banking Basic knowledge of global financial markets and current developments in the industry Sound affinity with the geographic market(s) covered, i.e. familiar with the legal and regulatory environment as well as cultural awareness REGULATORY Representative under MAS SFA and/or FAA 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 Assistant Relationship Manager supports Relationship Managers in daily operations, client administration, and the implementation of customized wealth management solutions. They are responsible for managing client interactions, ensuring regulatory compliance, and coordinating business activities to grow the client base.