Private Banking Assistant Relationship Manager

24 hours ago


Singapore BANK JULIUS BAER & CO. LTD. Full time
Job Summary

BANK JULIUS BAER & CO. LTD. is seeking a highly skilled and experienced Client Service Specialist to join our Private Banking team. As a key member of the team, you will provide exceptional client service and support to our clients, working closely with the Relationship Manager and Team Head to deliver excellent service.

Key Responsibilities
  • Client Service and Support
    • Provide on-going administrative support to the Relationship Manager, including processing client payment orders, executing securities, funds, bonds, and MM/FX trades.
    • Deal with client enquiries and resolve where possible, escalating to senior colleagues where necessary.
    • Manage diaries, book client meetings, and assist with events preparation.
    • Prepare for RM business trips, including organizing travel and preparing client presentations.
    • Maintain client contact frequency and update records.
    • Ensure compliance with local and internal regulations, including client documentation and client instructions.
    • Organize team meetings, take minutes, and follow up on action points.
  • Business Development
    • Assist the RM in achieving their targets by identifying opportunities for share of wallet increases and cross sales.
    • Contact clients to check satisfaction with service levels and to enquire about additional needs.
  • Research and Analysis
    • Undertake research assignments as required.
Requirements
  • Personal and Social
    • Customer-focused and good interpersonal and communication skills.
    • Able to handle verbal and written communication with clients in their native language where applicable.
    • High self-motivation, positive attitude, and proactive approach.
    • Understands execution and back-office processes, as well as legal and compliance procedures.
    • Ability to set priorities and work under pressure.
    • Good and fast learning ability.
    • Team-oriented personality with attention to detail.
  • Professional and Technical
    • A good university degree in Finance, Economics, or related discipline.
    • At least 3 years of relevant ARM experience in Private Banking.
    • 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
    • MAS Registered/Appointed Representative.
What We Offer

BANK JULIUS BAER & CO. LTD. offers a competitive salary and benefits package, as well as opportunities for professional growth and development.



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