Job offer
Assistant Relationship Manager
Julius Baer is seeking an Assistant Relationship Manager in Singapore to support Relationship Managers in client management, transaction processing, and compliance. This full-time position, starting in January 2027, requires a degree in finance, as well as a strong service orientation and attention to detail.
Tasks
- Support for customer interactions and all related business processes, files, and documents, including high-quality processing, planning, and execution
- Close collaboration with relevant relationship managers (internal) and external parties (e.g., third-party consultants, attorneys, tax advisors) on matters affecting their clients
- Management of RM/Client Payments: Receiving client inquiries, negotiating terms and conditions, finalizing service agreements, preparing term sheets as needed, coordinating transaction execution, and ensuring that all necessary information is provided by the parties involved
- Processing payments and providing financial and banking services as needed (money transfers, trading, loans and hedging, deposits, etc.)
- Providing a range of value-added services to customers
- Regularly track and analyze customer and official interactions for our own customer list
- Processing account statements and daily fee/duplicate fee statements
- Support in implementing projects and initiatives in close coordination with the Account Manager team
- Providing professional insights for improvements based on experience, incidents, or predictions
- Monitoring and Documenting Customer Issues
- Actively support administrative tasks by using the ad hoc tool system (for all software, documents in use, etc.) and ensuring that all customer documents and transaction records are prepared and made available in a timely and accurate manner
Requirements
- Comprehensive knowledge of payment and transaction workflows, including transactions involving individuals and entities (and/or in an international context), with an understanding of the relevant rules and regulations
- A Natural Social Networker
- Ability to foster a collegial rapport with customers
- Helps welcome and guide the customer journey
- Highly communicative, cooperative, and professional demeanor
- A strong commitment to service and a passion for customer care
- A structured, precise, and detail-oriented work style with a keen eye for detail
- Personal integrity and ethical behavior
- A college degree with advanced training in school finance in private banking
- Basic knowledge of global financial markets and current industry trends
- Strong digital skills in the leading office suite (Word, Excel, PowerPoint) and/or proprietary banking systems
- Active User
Job details
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