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Join Julius Baer as a Relationship Manager in Singapore and shape the future of private banking.
Lead client relationships, curate wealth solutions, and grow your career in high-net-worth banking.
PRINCIPALES FUNCIONES
The RM serves clients with highest quality standards, representing Julius Baer’s prestigious market position as a pure play wealth manager:
Responds to all client needs in a timely and professional manner
Ensures consistently high levels of client satisfaction by matching the frequency and intensity of contact to the clients preference
Provides appropriate investment advice in line with the Bank’s policies and asset allocation
Is responsible to proactively deliver clients’ feedback regarding products and services to the relevant specialists within the Bank in order to ensure continuous improvement and adaptation in line with market trends
Participates in the development and implementation of client initiatives and new marketing strategies, and supports ad hoc projects as required by the Management (Team Heads and/or others)
Applies a collaborative team approach, including the appropriate use of specialists, to proactively develop and deliver comprehensive wealth management solutions to the clients
Continuously deepens client relationships and optimises revenues through acquisition of new clients and additional share of wallet /cross-selling
Proactively manages client at risks and develops succession strategy to mitigate attrition risks and generational transfer losses
Embraces new processes and product initiatives, and diligently uses available tools in daily business
The RM is responsible for handling daily business risks and is an integral part of the first line of defence. The RM ensures a strong culture of compliance, ethical behaviours and sound risk management practices, incl.
Implements and achieves an appropriate “First Time Right” culture, incl. high KYC quality, positive control results and high-quality documentation of CCN via the 5Ws
Ensures the timely clearance of pending items, alerts, notifications, trainings and/or conditions, leading to none or limited number of overdue items
Learns and remains familiar with risk topics/appetite, applicable policies and necessary documentation standards, reviews and addresses detected deficiencies
Identifies, evaluates risks in taking decisions and ponders future outcomes in light of the applicable risk appetite, takes full ownership and provide mitigation measures
Raises concerns, follows up on issues and escalates issues in a timely manner to Front Team Heads / Front Management or second line of defence
Fosters collaborative and proactive exchanges with the relevant risk, compliance and legal functions
Ensures adherence to rules & policies and the “principles of good conduct”
YOUR PROFILE
Very good interpersonal skills
Open and approachable
Displays genuine interest in people
Ability to relate to clients and colleagues from diverse backgrounds
A natural team player
Persistent and persuasive
Passionate about client service
Possesses good judgement and ability to work under pressure
Planes, organizes, and carries out work autonomously and allocates work time independently
Proven track record in servicing a book of clients and in acquisition of new relationships
Sound affinity with the geographic market(s) to be covered
Proficiency in Japanese language to support business communication with Japanese-speaking clients
Linguistic proficiency & cultural awareness
Familiar with the legal & regulatory environment
Sound commercial judgement and knowledge of global financial markets
Ability to match client needs with appropriate product solutions
Willingness to travel
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