Julius Baer

Provides private banking services worldwide

Assistant Relationship Manager

Wealth Management & Financial AdvisoryUpdated on Nov 15

Full-timeSingaporeNo salary listedIn-person

About the Job

Requirements

An appropriate understanding of relevant Private Banking products and services.
Basic knowledge of global financial markets and current developments in the industry.
Familiarity with the legal and regulatory environment and cultural context of the geographic markets covered.
Representative under MAS SFA and/or FAA.
Ability to relate to colleagues from diverse backgrounds.
Ability to communicate in a competent and professional manner.
A systematic, precise, and diligent working style, with the ability to perform under pressure.
Personal integrity and ethical behavior.

Responsibilities

Support Relationship Managers and Group Heads in client interactions and related systems, processes, files, and documents with high quality, precision, and timely responsiveness.
Customize client requests, including reporting, statistics, and mailings.
Manage Relationship Managers’ and Group Heads’ calendars, prepare client meetings, organize business trips, and complete post-processing for client calls, meetings, and business trips.
Compile presentations and support drafting investment proposals and marketing activities, including client receptions, meetings, business trips, and events.
Ensure coverage during own absences.
Regularly collect and exchange information relevant to the role.
Conduct reviews, plan work, and document work.
Support Relationship Managers and Group Heads in implementing projects and initiatives in close alignment with the Team Business Manager.
Provide professional proposals for improvements based on experience, incident occurrence, or observation.
Manage the expense claim process for Relationship Managers and Group Heads.
Support first-line risk management, including client documentation, raising concerns, following up on issues, and escalating concerns when in doubt.
Ensure adherence to local regulations and compliance with internal policies and standards, including new account openings, payment instructions, client phone call reviews, and sign-offs within own competence, in collaboration with Relationship Managers, Group Heads, and the Team Business Manager.
Ensure timely clearance of pending items and escalated deficiencies.
Ensure appropriate ethical and compliant behavior in the area of responsibility.
Ensure correct, meaningful, and understandable documentation of client interactions and orders in tools such as CRM and DiAS.
Demonstrate appropriate values and behaviors, including honesty and integrity, due care and diligence, fair dealing, management of conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulations.

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.

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About the Company

Julius Baer

Provides private banking services worldwide

Julius Baer Group Ltd. is a Swiss private bank that serves high-net-worth individuals and families. It focuses on wealth management, investment advisory, discretionary mandates, financing, and related private banking services. Customers’ assets are managed through personalized investment strategies, custody, and tailored financial planning delivered by relationship managers and specialists."

Company size: 5,001-10,000
Company stage: IPO
Headquarters: Switzerland
Founded: 1890

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