Assistant Relationship Manager

2 weeks ago

Singapore Julius Baer Full time

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.

Responsible for the accurate and timely processing of client instructions, as well as the efficient handling of client enquiries, escalating to senior colleagues where necessary.

**YOUR CHALLENGE**:
**GENERAL DESCRIPTION**
The Assistant Relationship Manager (ARM) is a key member of the team within Intermediaries. He/she supports the Relationship Manager and Team Head in all tasks related to the delivery of excellent service to the clients. He/she may be the first point of contact for the client and as such, being able to gain the client’s confidence and give a positive, professional impression will be a strong asset. In this context, strong interpersonal skills are needed, together with a service-oriented mind-set.

**KEY FEATURES OF THE POSITION**

**Personal Contribution and Responsibilities**

**Provides on-going support in the following areas**:
Order entry / trading activities
- Securities order placements for execution in the various exchanges / markets i.e equities, fixed income, funds, derivatives, foreign exchange etc
- Placement of loan & deposit transactions
- Assist with client’s queries relating to price quotes, order execution status etc

On-boarding & maintenance of client relationships
- Prepare new account opening packs to be client-ready for signature
- Review and validate that new account opening & required supporting documents are duly completed and submitted to create the new relationships
- Perform the relevant namechecks in the bank’s tools and website searches (inclusive periodic reviews)
- Update the Bank’s CRM system with the relevant client’s static data, KYC information etc, in accordance to the Bank’s standards and requirements

On-boarding & maintenance of Intermediaries relationships
- Prepare the relevant Intermediaries contractual agreements to be ready for signature
- Review and validate that all required supporting documents are duly submitted to create the new Intermediaries relationship
- Perform the relevant namechecks in the bank’s tools and website searches (inclusive periodic reviews)
- Update the Bank’s CRM system with the relevant Intermediaries’ static data, KYC information etc, in accordance to the Bank’s standards and requirements

Other account-related tasks:

- Processes client payment instructions, securities transfer instructions
- Handling of required corporate action tasks
- Follow up with client on any bank-required documentation related to account maintenance, investment etc
- Any other non-trading related tasks

Business Support
- Assist THs / RMs in the clearing the various risk management pending tasks ie Account document deficiencies, payments document deficiencies, AML system alerts, Periodic KYC Reviews, update of expired documents etc
- Deals with client enquiries and resolves where possible
- Manages diaries, books client meetings, assists with client events preparation
- Prepares for RM business trips; organises travels, preparing client presentations
- Maintains client contact frequency and updates records
- Ensures compliance with local & internal regulations, e.g. client documentation, client’s instructions etc.
- Contacts clients to check satisfaction with service levels and to enquire additional needs
- Assist Team Head in the running of their respective team meetings, taking minutes, prioritising tasks etc

Bank Projects & initiatives
- Participate as UAT the Bank’s Front-related IT projects (where required), to ensure Intermediaries SGP business requirements are considered and business process not negatively impacted
- Collaborate with Intermediaries Asia Business Management (BM) in the streamlining operational workflows across the Intermediaries SGP teams. Where gaps are identified, work with BM & the other relevant internal departments to improve work processes across different functions

**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

**YOUR PROFILE**:
**Personal and Social**
- Customer focused and good interpersonal and communication skills
- High self-motivation, positive and possess a can do and pro-active attitude
- Understands the execution and back office processes as well as the legal & compliance procedures
- Ability to set priorities and work under pressure
- Good and fast learning ability
- Team oriented personality (team player) with attention to detail
- Able to communicate effectively

**Professional and Technical**
- A good uni

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