Job offer
Assistant Relationship Manager
The position of Assistant Relationship Manager at Julius Baer in Singapore involves providing operational and administrative support to Relationship Managers, as well as handling client relations and monitoring compliance. The candidate is responsible for coordinating client appointments, preparing financial proposals, and ensuring compliance with internal policies and regulatory requirements.
Tasks
- Supports Relationship Managers (RM) and Vice Presidents (VP) with all necessary and related tasks (policies, processes, files, documents)
- Helps ensure quality and compliance with loyalty obligations
- Coordinates and clarifies financing, networking, and analysis
- Manages the RM/VP's upcoming external client appointments, agendas, and business matters, and follows through on them
- Tracks and processes cases, creates tickets, and updates them
- Collects presentations and inquiries related to the development of investment strategies and marketing activities
- Proactively gather and share relevant information needed for RM/VP
- Continuous, timely monitoring and tracking
- Regular follow-ups with customers to ensure that goals are met, in coordination with the team
- Prepares and presents financial proposals for improvements (new account statements, account restructuring, etc.)
- Supports the execution of transactions (Palm) FA/AA
- Ensures effective risk management (regular review of fees for various matters)
- Conducts fund audits by performing routine self-assessments and audits in accordance with
- Ensures adherence to regulations and compliance with internal company policies
- Ensure that all measures taken protect the JM Bank brand
- Understand the relationship between JM Bank, JM Prime, and the business teams
- Ensures that portfolio plans and specified MTP reports are completed on time
- Ensures compliance with all banking products and services
- Ensures effective management (PM, RM report) of the goals
- Ensures control management and relationship development for cross-mandates (Mention/CRM/Asset Class)
Requirements
- Demonstrates a high level of commitment to Julius Baer’s corporate culture and all compliance and financial oversight responsibilities, and is highly qualified to interact directly with frontline clients
- Well-suited and quickly adaptable to the dynamic FMFA management process
- Experience and knowledge of today's financial markets, as well as key developments in regulatory instruments and cultural nuances
- Regular attendance in accordance with the JMBA BSA EAA guideline
Job details
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