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 role of an Intermediaries Associate Relationship Manager (Associate RM) is linked to the respective internal development programme. It is therefore a transitional role for a limited period of time (generally 3 years), with the overall aim of the Associate RM becoming a Relationship Manager (RM) after the successful completion of the programme. The present role profile describes the key features of the position towards the end of the programme, not at the very beginning.

The Associate RM is part of a front team and serves Intermediaries clients of the Bank in close collaboration with one or several senior Relationship Managers, other team members, and specialists. This entails the delivery of comprehensive wealth management solutions to meet the clients’ needs as well as dealing with routine enquiries and transactions. Acquisition of new Intermediary client relationships through his/her network is an additional, integral element of the role.

YOUR CHALLENGE

KEY FEATURES OF THE JOB

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), account opening forms and other relevant legal forms
Take up client feedback regarding products and services with the relevant specialists within the Bank to ensure continuous improvement and adaptation in line with market trends
Constantly monitor potential risks to protect the Bank and its clients as part of the first line of defence
Create and implement new marketing strategies in conjunction with the Market Head & Group Head
Contribute to strategic initiatives (e.g. to optimise key processes or support new product initiatives)
Participate actively in the Associate RM development programme and engage in the Associate RM Community to share experience and best practice

YOUR PROFILE

REQUIREMENTS FOR THE JOB

PERSONAL AND SOCIAL SKILLS

Very good inter-personal skills, open and approachable, good networker
Good listener with genuine interest in people
Excellent situational adaptability to relate to clients and colleagues from diverse backgrounds
Resilient mentality and ability to work under pressure, feels confident with uncertainty
Motivated, persistent, and persuasive personality
Strong team player
Works autonomously and allocates work time independently
Trustworthy and discreet personality with a high level of risk and compliance awareness
High personal integrity and ethical behaviour
Willingness to learn and grow personally

PROFESSIONAL / TECHNICAL SKILLS

Knowledge of global financial markets, interest in market developments and industry trends
Basic cultural understanding of geographical markets to be covered
Understanding of legal & regulatory environment of respective markets and jurisdictions
Good understanding of relevant products, services as well as tools in Private Banking
Ability to match client needs with appropriate product solutions

EDUCATION AND EXPERIENCE

Higher education (e.g. master’s degree of University, MBA, CFA) or other educational background combined with relevant professional experience
Proven track record of 3-5 years’ work experience (preferably in the financial industry) or completion of the Julius Baer front graduate programme
Proficiency in English (spoken and written), additional languages according to specific market requirements

RANK APPLICABLE TO THE JOB

Associate Director
Reporting line: Group Head

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The international reference in wealth management

Julius Baer is the leading Swiss wealth management group. We focus on servicing and advising sophisticated private clients from around the world, taking into account what truly matters to them – in their business and personal life, today and for future generations. Headquartered in Zurich, we are present in around 60 locations worldwide, including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo.

Why join Julius Baer?

At Julius Baer our employees enjoy the benefits of a global company with the support and collegiality of a much smaller one. We are growing quickly, but we remain dedicated to maintaining our accessible structure with flat hierarchies, and approachable and supportive leaders. With offices around the world, we offer an international and stimulating work environment and the opportunity to work with a diverse team of highly motivated colleagues, bringing the best of the bank to our clients. Our core values of Care, Passion, and Excellence define the tone of how we interact with each other and our partners.

Committed to your success

Whether nurturing young talent with our renowned apprentice scheme, enabling ambitious university graduates to put theory into practice with our Graduate Programme, or providing first-class opportunities for experienced professionals, we look after our employees. We believe in continuous learning as a company and as individuals, which is why we put a focus on the health and well-being of our employees and offer flexible working options, a wide array of benefits, and extensive career development programmes.

For more information visit www.juliusbaer.com or contact us via the Contact Form. For recruiting agents, please see the additional information here.

Associate Relationship Manager for Intermediaries Market SGP