Relationship Manager

4 weeks ago


Singapore BANK JULIUS BAER & CO. LTD. Full time
Roles & Responsibilities

GENERAL DESCRIPTION


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


kEY FEATURES OF THE POSITION

Client Management (internal & external)


· Responding to all client needs in a timely and professional manner

· Providing appropriate investment advice in line with the Bank’s policy and asset allocation

· Active monitoring of client investment portfolios and collateral situations

· Ensuring consistently high levels of client satisfaction by matching the frequency and intensity of contact to the clients’ preference

· Working in a team (including the appropriate use of specialists) to develop and deliver comprehensive wealth management solutions for clients

· Acquisition 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 trends

· Comply with the Bank’s internal policies and practices; as well as all relevant industry rules and regulations


Business Management

· Develop and implement new marketing strategies in conjunction with the Group/ Team Heads

· Embracing new processes and product initiatives

· Participate in ad-hoc projects as required by the Group/ Team Heads

· Fostering 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 regulations


Regulatory Responsibilities &/OR Risk Management

· 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


SKILLS REQUIREMENTS OF THE POSITION

Personal and Social

· Good interpersonal skills

· Approachable, professional and responsive

· Ability to relate to clients and colleagues from diverse backgrounds

· A strong team player

· Persistent and persuasive

· Passionate about client service

· Possesses good judgment and ability to work under pressure


Professional and Technical

· Relevant educational and professional background

· Proven track record in servicing a book of clients and in acquisition of new relationships

· Sound affinity with the geographic market(s) to be covered

· Linguistic proficiency & cultural awareness

· Familiar with the legal & regulatory environment

· Excellent knowledge of global financial markets and current affairs

· Ability to match client needs with appropriate product solutions

· Sound commercial judgment, represents the Bank’s and the shareholders’ interests at all times

· CACS Papers 1 and 2

· Preferably with CMFAS Modules 1B, 5, 6A, 8A certification

· Working knowledge of T24, Olympics and TEMOS

· Working knowledge of Microsoft Office applications (e.g. Word, Excel, Powerpoint, etc)


Regulatory (where applicable)

· MAS Registered/Appointed Representative


RANK APPLICABLE TO THE POSITION

· Associate Director/ Director


Reporting Line

· Functionally to Team Head


Further Information

· Region/Division: APAC

· Location: Singapore


Tell employers what skills you have

Wealth Management
Microsoft Office
Asset Allocation
Interpersonal Skills
Current Affairs
Relationship Management
Private Banking
Risk Management
Approachable
PowerPoint
Compliance
Banking
Team Player
Regulatory Requirements
Adaptation

  • Singapore Manager, Commercial Full time

    Job DescriptionThe Commercial Manager plays a pivotal role in driving business growth through strategic planning, contract review, and negotiation. This leader optimizes profitability, ensures compliance, and fosters key stakeholder relationships.Responsibilities:Develop and execute commercial strategies aligned with company objectives.Analyze market trends,...


  • Singapore RELATIONSHIP STUDIO PTE. LTD. Full time

    Roles & ResponsibilitiesAbout UsWe are a Training Provider that goes beyond the books and traditional theories to discover your strengths, blind spots and needs, coach you on managing the sensitivity in every relationship, and recommend what works best – helping you achieve a high self-mastery level of self-awareness and personality integration. We also...


  • Singapore Manager, Commercial Full time

    Job OverviewThe Commercial Manager is a key member of the management team, responsible for driving business growth, leading pricing strategies, and managing commercial activities.Key Skills and Qualifications:Bachelor's degree in Business, Finance, Economics, or a related field.Minimum of 7-10 years of experience in commercial management, business...


  • Singapore Manager, Commercial Full time

    About the RoleThis exciting opportunity is for a Commercial Manager to join our dynamic team and contribute to driving business growth and leading pricing strategies.Key Responsibilities:Develop and execute commercial strategies aligned with company objectives.Lead pricing strategies, contract negotiations, and business development initiatives.Build and...


  • Singapore ADANSONIA FUND MANAGER PRIVATE LIMITED Full time

    Roles & ResponsibilitiesThe Company is a Capital Market Services Licence holder regulated by the Monetary Authority of Singapore.Responsibilities:• Work with CEO and manage the day to day operations of the company and funds (currently 2 Private Equity VCC's);• Act as a Representative of the Company;• Oversee and manage the ongoing compliance...


  • Singapore ADANSONIA FUND MANAGER PRIVATE LIMITED Full time

    The Company is a Capital Market Services Licence holder regulated by the Monetary Authority of Singapore. Responsibilities: Work with CEO and manage the day to day operations of the company and funds (currently 2 Private Equity VCC’s); Act as a Representative of the Company; Oversee and manage the ongoing compliance requirements including: ...

  • Relationship Manager

    2 weeks ago


    Singapore MARGIN WHEELER PTE. LTD. Full time

    Roles & ResponsibilitiesRelationship Manager Responsibilities: Maintaining a deep knowledge of company products and services. Building and maintaining strong relationships with prospective and existing clients. Researching and pursuing new business opportunities. Identifying clients' needs and requirements and proposing suitable solutions. Providing...

  • Relationship manager

    20 hours ago


    Singapore Bank Of China Limited, Singapore Branch Full time

    Main responsibility: Dialogue with our clients to understand their business objectives and challenges. Prospect new commodity customer relationships and manage existing portfolio. The usual duties of a relationship manager include account opening, credit proposal/reviews, KYC and review, post lending management, cross-selling, system handling, document...


  • Singapore Bank of China Limited, Singapore Branch Full time

    Main responsibility: Dialogue with our clients to understand their business objectives and challenges. Prospect new commodity customer relationships and manage existing portfolio. The usual duties of relationship manager include account opening, credit proposal/reviews, KYC and review, post lending management, cross-selling, system handling, document...


  • Singapore Bank of China Limited, Singapore Branch Full time

    Main responsibility: Dialogue with our clients to understand their business objectives and challenges. Prospect new commodity customer relationships and manage existing portfolio. The usual duties of a relationship manager include account opening, credit proposal/reviews, KYC and review, post lending management, cross-selling, system handling, document...

  • Relationship Manager

    3 weeks ago


    Singapore WIQAYAH PTE. LTD. Full time

    Roles & ResponsibilitiesWiqayah, a leading management consultancy services company, is seeking an experienced and dynamic Relationship Manager to join our team. The ideal candidate will be responsible for building, nurturing, and managing strong relationships with our clients, ensuring their needs are met and their expectations exceeded. As the primary point...


  • Singapore WIQAYAH PTE. LTD. Full time

    Roles & ResponsibilitiesWiqayah, a leading management consultancy services company, is seeking an experienced and dynamic Relationship Manager to join our team. The ideal candidate will be responsible for building, nurturing, and managing strong relationships with our clients, ensuring their needs are met and their expectations exceeded. As the primary point...

  • Relationship Manager

    2 weeks ago


    Singapore TAISHIN INTERNATIONAL BANK CO., LTD. Singapore Branch Full time

    Roles & ResponsibilitiesResponsibilities :Understand client's needs, develop and maintain client relationship and conclude client's deals efficiently Maintain excellent account management, co-ordinating with product partners and colleagues locally and overseas Manage client queries and problem resolution in timely manner, liaising with risk management,...

  • Relationship Manager

    2 weeks ago


    Singapore TAISHIN INTERNATIONAL BANK CO., LTD. Singapore Branch Full time

    Roles & ResponsibilitiesResponsibilities : Understand client’s needs, develop and maintain client relationship and conclude client’s deals efficiently Maintain excellent account management, co-ordinating with product partners and colleagues locally and overseas Manage client queries and problem resolution in timely manner, liaising with risk...


  • Singapore WIQAYAH PTE. LTD. Full time

    Wiqayah, a leading management consultancy services company, is seeking an experienced and dynamic Relationship Manager to join our team. The ideal candidate will be responsible for building, nurturing, and managing strong relationships with our clients, ensuring their needs are met and their expectations exceeded. As the primary point of contact, you will...


  • Singapore ICE DATA SERVICES SINGAPORE PTE. LTD. Full time

    Job Purpose The Relationship Manager (RM) is focused on ensuring that clients are getting value from IDS' proposition. It is important that the RM clearly understands the respective clients' use case(s) and ensures that services are set up to meet their client's requirement(s). In order to effectively achieve this, the RM needs to develop...


  • Singapore RECRUITING TALENTS GLOBAL PTE. LTD. Full time

    Roles & ResponsibilitiesAre you seeking a new career opportunity with higher income potential and growth prospects? If you have excellent people skills and a strong drive to succeed, this is your chance to step into a highly rewarding sales career.Join a leading global bank as a Relationship Manager and play a key role in driving business growth—no prior...

  • Relationship Manager

    2 weeks ago


    Singapore CAREER STORY PTE. LTD. Full time

    Roles & ResponsibilitiesRelationship ManagerJob Summary:We are seeking a highly skilled and client-focused Relationship Manager to provide comprehensive wealth management services to affluent clients. This role involves developing and maintaining strong client relationships, offering personalized financial strategies, and ensuring the long-term growth and...


  • Singapore ICE DATA SERVICES SINGAPORE PTE. LTD. Full time

    Roles & ResponsibilitiesJob PurposeThe Relationship Manager (RM), is focused on ensuring that clients are getting value from IDS' proposition. It is important that the RM clearly understands the respective clients use case(s) and ensures that services are set up to meet their client's requirement(s). In order to effectively achieve this, the RM needs to...


  • Singapore KGI SECURITIES (SINGAPORE) PTE. LTD. Full time

    Roles & ResponsibilitiesResponsibilitiesDevelop and maintain client relationships with High Net Worth (HNW) individuals with the goal of increasing assets-under-management and providing additional services and products. Acquire new clients by leveraging relationships with existing clients and partnering with referral sources. Develops and implements...