Job offer
Assistant Relationship Manager
The Julia Baer Group is seeking an Assistant Relationship Manager in Singapore to support Relationship Managers in client service, coordinating inquiries, and handling administrative tasks. The full-time position is advertised as a junior role with the option to work remotely.
Job Description
- Assistant Relationship Manager
- Singapore
- Remote
- Junior Role
- Full-time
- Permanent Position
General Description
- The Assistant Relationship Manager (ARM) supports one or more Relationship Managers (RM) / groups
Your challenge
- Key Features of the Position
Customer Management and Administration
- Assists the RM in managing clients and all related tasks (systems, processes, procedures, documentation, and tools). Heavily involved in request management
- Coordinates customer inquiries (reports, evaluations, meetings, etc.)
- Manages the RM's calendar, prepares briefing materials, organizes internal meetings, and develops the onboarding process for new clients, client reviews, and the business mix for MiFID
- Handles calls, meetings, and necessary paperwork, and ensures consistency in the processing of trade execution, reporting, clearing, settlement, etc.
- Ensures compliance due diligence for new accounts
Business Management and Administration
- Prepare customer and change request reference information for the job
- Coordinates, plans, and ensures that meetings are scheduled at appropriate times
- Supports the RM in implementing projects and initiatives in close coordination with the team
- Processes customer correspondence and suggestions for improvement based on experience, incidents, or observations
Risk management and controls
- We look forward to receiving your complete application via our application page
Job details