Assistant Relationship Manager

3 months ago

Singapur, Singapore SG10 - BJB Bank Julius Baer & Co. Ltd., Singapore Branch 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.

The Assistant Relationship Manager (ARM) is a key member of the team within Private Banking. 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 inter-personal skills are needed, together with a service-oriented mind-set.

He/she is 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. He/she will also assist the Relationship Manager with administrative tasks such as the preparation of presentations, the organising of meetings, events and business trips as well as ad hoc analysis and research.

YOUR CHALLENGE

Business Management

Provides on-going administrative support:Processes client payment orders, executes securities, funds, bonds, MM / FX tradesDeals with client enquiries and resolves where possibleManages diaries, books client meetings, assists with events preparationPrepares for RM business trips; organises travels, preparing client presentationsMaintains client contact frequency and updates recordsEnsures compliance with local & internal regulations, e.g. client documentation, client’s instructions etcOrganises team meetings, takes the minutes and follows up on action points Assists the RM in achieving their targets:Identifies opportunities for share of wallet increases / cross salesContacts clients to check satisfaction with service levels and to enquire additional needs Undertakes research assignments as required

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

RANK APPLICABLE TO THE POSITION

Associate Manager / Associate Director

YOUR PROFILE

Personal and Social

Customer focused and good interpersonal and communication skills Able to handle verbal and written communication with clients in the client's native language where applicable 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

Professional and Technical

A good university degree in Finance, Economics or related discipline At least 3 years of relevant ARM experience in Private Bank set up 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

We are looking forward to receiving your full job application through our online application tool.

  • Assistant Relationship Manager

    4 weeks ago

    Singapur, Singapore PERSOL Singapore Full time

    Job Title: Assistant Relationship ManagerJob Summary:We are seeking a highly skilled Assistant Relationship Manager to join our team at PERSOL Singapore. As an Assistant Relationship Manager, you will be responsible for supporting our Relationship Managers in new customer onboarding and account opening processes.Key Responsibilities:Assist in KYC preparation...

  • Assistant Relationship Manager

    3 weeks ago

    Singapur, Singapore SG10 - BJB Bank Julius Baer & Co. Ltd., Singapore Branch Full time

    Job Title: Assistant Relationship ManagerAt SG10 - BJB Bank Julius Baer & Co. Ltd., Singapore Branch, we are seeking a highly skilled and motivated Assistant Relationship Manager to join our team.Job Summary:The Assistant Relationship Manager will provide exceptional client service, support the Relationship Manager in delivering excellent service to clients,...

  • Assistant Relationship Manager

    4 weeks ago

    Singapur, Singapore ADECCO PERSONNEL PTE LTD Full time

    About the RoleWe are seeking a highly skilled and experienced Assistant Relationship Manager to join our team at ADECCO PERSONNEL PTE LTD. As a key member of our private banking team, you will be responsible for managing client relationships and handling administrative tasks to ensure efficient transaction processing and client service.Key...

  • Assistant Relationship Manager

    2 weeks ago

    Singapur, Singapore BANK OF SINGAPORE LIMITED Full time

    Job Title: Assistant Relationship ManagerWe are seeking a highly skilled and experienced Assistant Relationship Manager to join our team at BANK OF SINGAPORE LIMITED. As an Assistant Relationship Manager, you will play a critical role in providing administrative and client service support to our Relationship Managers servicing Private Banking clients.Key...

  • Relationship Manager Assistant

    2 months ago

    Singapur, Singapore SG10 - BJB Bank Julius Baer & Co. Ltd., Singapore Branch Full time

    About the RoleAt SG10 - BJB Bank Julius Baer & Co. Ltd., Singapore Branch, we are seeking a highly skilled and motivated Assistant Relationship Manager to join our Private Banking team.Key ResponsibilitiesBusiness ManagementProvide administrative support to Relationship Managers, including processing client payment orders, executing securities, funds, bonds,...

  • Assistant Relationship Manager

    3 weeks ago

    Singapur, Singapore SG10 - BJB Bank Julius Baer & Co. Ltd., Singapore Branch Full time

    Business ManagementAs a key member of our Private Banking team, you will provide on-going administrative support to our Relationship Managers, ensuring seamless delivery of exceptional client service. Your responsibilities will include:Processing client payment orders, executing securities, funds, bonds, and MM/FX tradesDealing with client enquiries and...

  • HR & Admin Coordinator

    4 weeks ago

    Singapur, Singapore RELATIONSHIP STUDIO PTE. LTD. Full time

    About 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 access your motivations,...

  • Assistant Relationship Manager

    1 month ago

    Singapur, Singapore SG10 - BJB Bank Julius Baer & Co. Ltd., Singapore Branch Full time

    Business ManagementAs a key member of our Private Banking team, you will provide on-going administrative support to our Relationship Managers. Your responsibilities will include:Processing client payment orders, executing securities, funds, bonds, MM / FX tradesDealing with client enquiries and resolving where possibleManaging diaries, booking client...

  • HR & Admin Executive

    4 weeks ago

    Singapur, 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...

  • Relationship Management Assistant

    2 months ago

    Singapur, Singapore Schroders Full time

    Who we're looking for at Schroders Wealth Management We're looking for a Relationship Management Assistant (RMA) to join the Wealth division of the Schroders group. The ideal candidate would be someone who is passionate about delivering excellent client service and investment management for our clients. What you'll do Support Relationship...

  • Assistant Relationship Manager Corporate Banking

    4 weeks ago

    Singapur, Singapore ADECCO PERSONNEL PTE LTD Full time

    Job Title: Assistant Relationship Manager, Corporate BankingWe are seeking a highly skilled Assistant Relationship Manager to join our Corporate Banking team. As a key member of our team, you will be responsible for providing exceptional customer service and building strong relationships with our clients.Key Responsibilities:Assist Relationship Managers with...

  • Relationship Manager

    4 weeks ago

    Singapur, Singapore TRUST RECRUIT PTE. LTD. Full time

    Job Title: Relationship OfficerWe are seeking a skilled Relationship Officer to join our team at Trust Recruit Pte. Ltd. The successful candidate will be responsible for building and maintaining strong relationships with our clients, ensuring their needs are met and exceeded.Key Responsibilities:Assist Relationship Managers in onboarding and account opening...

  • Assistant Relationship Manager

    4 weeks ago

    Singapur, Singapore SHANGHAI PUDONG DEVELOPMENT BANK CO., LTD. SINGAPORE BRANCH Full time

    Job DescriptionThis role is responsible for providing comprehensive support to the Corporate Banking Department in managing customer relationships and ensuring seamless account management for corporate clients.Key Responsibilities:Support Relationship Managers in day-to-day client servicing, including timely resolution of customer issues and obtaining...

  • Assistant Relationship Manager

    4 weeks ago

    Singapur, Singapore ADECCO PERSONNEL PTE LTD Full time

    Roles & ResponsibilitiesOur client is a leading international financial institution specializing in private wealth management, offering tailored investment solutions and personalized financial services to high net worth individuals.about the job Assist in managing client relationships and handling administrative tasks to ensure efficient transaction...

  • Metals Relationship Manager

    1 month ago

    Singapur, Singapore OCBC Bank Full time

    Job SummaryWe are seeking a skilled Relationship Manager to join our team in Singapore. As a key member of our Commodities Finance team, you will be responsible for managing a portfolio of corporate relationships with a focus on metals and minerals.Key ResponsibilitiesDevelop and implement financing solutions tailored to meet the needs of our metals and...

  • Metals Relationship Manager

    1 month ago

    Singapur, Singapore OCBC Bank Full time

    Job SummaryWe are seeking a skilled Relationship Manager to join our team in Singapore. As a key member of our Commodities Finance team, you will be responsible for managing a portfolio of corporate relationships with a focus on metals and minerals.Key ResponsibilitiesDevelop and implement financing solutions tailored to meet the needs of our metals and...

  • Metals Relationship Manager

    1 month ago

    Singapur, Singapore OCBC Bank Full time

    Job SummaryWe are seeking a skilled Relationship Manager to join our Commodities Finance team in Singapore. As a key member of our team, you will be responsible for managing a portfolio of corporate relationships with a focus on metals and minerals.Key ResponsibilitiesManage a portfolio of corporate relationships with a focus on metals and minerals.Structure...

  • Relationship Manager

    1 week ago

    Singapur, Singapore DZ BANK AG Full time

    Job SummaryWe are seeking a highly skilled and experienced Relationship Manager to join our team at DZ BANK AG. As a key member of our Financial Institutions Group, you will be responsible for managing a portfolio of financial institutions in the ASEAN & Pacific Islands region.Key ResponsibilitiesActively manage a portfolio of DZ BANK AG's financial...

  • Treasures Assistant Relationship Manager

    4 weeks ago

    Singapur, Singapore DBS Bank Full time

    Business FunctionAs a leading bank in Asia, DBS Consumer Banking Group is uniquely positioned to help customers achieve their goals and aspirations. Our comprehensive range of financial solutions, including deposits, investments, insurance, mortgages, credit cards, and personal loans, is designed to support customers at every stage of their...

  • Relationship Manager

    3 weeks ago

    Singapur, Singapore PERSOL Singapore Full time

    Job Title: Relationship ManagerWe are seeking a skilled Relationship Manager to join our team at PERSOL Singapore. As a key member of our sales team, you will be responsible for developing and maintaining strong relationships with our clients, identifying new business opportunities, and driving revenue growth.Key Responsibilities:Develop and maintain client...