Relationship Manager for SEA Market

Found in: Talent SG 2A C2 - 3 weeks ago

Singapore Bank Julius Bär & Co. Ltd. Full time
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Relationship Manager for SEA Market

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locations

Singapore

time type

Full time

posted on

Posted 30+ Days Ago

job requisition id

r-4421

Julius Baer is the leading Swiss private banking group with a focus on servicing and advising

sophisticated private clients and a premium brand in global wealth management. That is why a

comprehensive range of services and first-class service quality are essential – as are the

committed teams that provide them.The Relationship Manager is the primary point of contact between the clients and the Bank. He/she acts as an ambassador for the Bank externally and is a role model internally. He/she is responsible for the proactive management of a portfolio of High Net Worth/Ultra High Net Worth private clients. This includes the delivery of comprehensive wealth management solutions to meet the clients’ needs as well as dealing with routine enquiries and transactions

YOUR CHALLENGE

Client Management (internal & external)Responding to all client needs in a timely and professional mannerProviding appropriate investment advice in line with the Bank’s policy and asset allocationActive monitoring of client investment portfolios and collateral situationsEnsuring consistently high levels of client satisfaction by matching the frequency and intensity of contact to the clients’ preferenceWorking in a team (including the appropriate use of specialists) to develop and deliver comprehensive wealth management solutions for clientsAcquisition of new client relationships through own network and deepening existing client relationships (attracting additional clients/assets; increasing share of wallet)Responsible for providing feedback from clients concerning products and services to the relevant individuals/ departments within the Bank to ensure continuous improvement and adaptation in line with market trendsComply with the Bank’s internal policies and practices; as well as all relevant industry rules and regulationsBusiness ManagementDevelop and implement new marketing strategies in conjunction with the Group/ Team HeadsEmbracing new processes and product initiativesParticipate in ad-hoc projects as required by the Group/ Team HeadsFostering discipline and good work practices (including meeting deadlines and regulatory requirements, and fulfilling documentation requirements)Compliance with all Julius Baer and industry private banking rules and regulationsRegulatory Responsibilities &/OR Risk ManagementDemonstration 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 regulationsREQUIREMENTS

Personal and SocialGood interpersonal skillsApproachable, professional and responsiveAbility to relate to clients and colleagues from diverse backgroundsA strong team playerPersistent and persuasivePassionate about client servicePossesses good judgment and ability to work under pressureProfessional and TechnicalRelevant educational and professional backgroundProven track record in servicing a book of clients and in acquisition of new relationshipsSound affinity with the geographic market(s) to be coveredLinguistic proficiency & cultural awarenessFamiliar with the legal & regulatory environmentExcellent knowledge of global financial markets and current affairsAbility to match client needs with appropriate product solutionsSound commercial judgment, represents the Bank’s and the shareholders’ interests at all timesCACS Papers 1 and 2Preferably with CMFAS Modules 1B, 5, 6A, 8A certificationWorking knowledge of T24, Olympics and TEMOS Working knowledge of Microsoft Office applications (e.g. Word, Excel, Powerpoint, etc)Regulatory (where applicable)MAS Registered/Appointed RepresentativeWe are looking forward to receiving your full job application through our online application tool. You can find further interesting job opportunities from the Home Page or under Similar Jobs section.Similar Jobs (1)

Relationship Manager for Greater China SGP Market

locations

Singapore

time type

Full time

posted on

Posted 3 Days Ago#BeBär - Let’s shape the future of wealth management together. Join us

About Us

The

international reference in wealth managementJulius 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 Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Lugano, Luxembourg, Madrid, Mexico City, Monaco, Mumbai, Santiago de Chile, São Paulo, Shanghai, Singapore, and Tel Aviv.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 successWhether 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

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