Associate Relationship Manager for Intermediaries Market SGP

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.

Requirements

• Attract prospects, proactively build up an own client book, and retain existing clients in close collaboration with other team members
• Proactively ask for support, feedback, and guidance from other relationship managers in the team in developing and maintaining successful client relationships
• Respond to all client needs in the highest possible quality and in a timely manner
• Provide appropriate investment content in collaboration with specialists (when needed) and in line with internal policies and guidelines while meeting external rules and regulations
• Deepen client relationships and continuously optimise client’s potential revenues through the acquisition of additional share of wallet / cross-selling
• Match the frequency and intensity of contact based on the client’s preference
• Ensure highest level of data security (CID / data privacy) through access management
• Provide accurate client relationship documentation formalities at all times including client identification documentation (CDB), account opening forms and other relevant legal forms
• Take up client feedback regarding products and services with the relevant specialists within the Bank to ensure continuous improvement and adaptation in line with market trends
• Constantly monitor potential risks to protect the Bank and its clients as part of the first line of defence
• Create and implement new marketing strategies in conjunction with the Market Head & Group Head
• Contribute to strategic initiatives (e.g. to optimise key processes or support new product initiatives)
• Participate actively in the Associate RM development programme and engage in the Associate RM Community to share experience and best practice