Associate Relationship Manager for Intermediaries Market SGP

7 days ago


Singapore Julius Baer Full time

Get AI-powered advice on this job and more exclusive features. 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. YOUR CHALLENGE Attract prospects, proactively build up an own client book, and retain existing clients in close collaboration with other team members Proactively ask for support, feedback, and guidance from other relationship managers in the team in developing and maintaining successful client relationships Respond to all client needs in the highest possible quality and in a timely manner Provide appropriate investment content in collaboration with specialists (when needed) and in line with internal policies and guidelines while meeting external rules and regulations Deepen client relationships and continuously optimise client's potential revenues through the acquisition of additional share of wallet / cross‐selling Match the frequency and intensity of contact based on the client's preference Ensure highest level of data security (CID / data privacy) through access management Provide accurate client relationship documentation formalities at all times including client identification documentation (CDB),



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