Assistant Relationship Manager
At a glance
Mid-level Account Management role at Julius Baer. Singapore · full-time.
Pay not stated
Growth Roles summary, based on the employer's posting.
What you'll do
- Support relationship managers and group heads with client requests, records, systems, documents and daily administration
- Coordinate calendars, prepare meetings, arrange business travel and complete follow-up after client interactions
- Create presentations, help draft investment proposals and assist with client events or other marketing activities
- Track expenses, support team projects and suggest process improvements based on issues or experience
- Raise documentation and compliance concerns, clear outstanding items and record client activity accurately in CRM or DiAS
What you bring
- You understand relevant private banking products and services, plus global financial markets and industry developments
- You know the covered geographic markets, including their regulatory environment and cultural context
- You hold representative status under MAS SFA and/or FAA
- You work precisely under pressure, communicate professionally and bring strong client-service judgment
Who this fits
This role suits a systematic, service-oriented team player who enjoys supporting relationship managers and group heads while handling client administration. You should be comfortable working with colleagues from varied backgrounds and maintaining high standards for integrity, documentation, risk management and compliance. The position is based in Singapore and involves responsibilities connected to MAS SFA and/or FAA representation.
From the employer
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 DESCRIPTIONThe 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
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