Associate Relationship Manager for Intermediaries Market SGP

Tasks

The role of Associate Relationship Manager for Intermediaries Market SGP includes the following tasks:

• Attracting new customers, building and maintaining your own customer base in close cooperation with other team members
• Proactively seek support, feedback, and guidance from other relationship managers on the team to develop and maintain successful client relationships
• Responding to all customer inquiries with the highest quality and in a timely manner
• Providing appropriate investment content in collaboration with specialists (when necessary) and in accordance with internal policies and regulations, while complying with external rules and regulations
• Strengthening customer relationships and continuously maximizing customer potential by securing a larger share of the customer’s budget / cross-selling
• Adjusting the frequency and intensity of contact to match customer preferences
• Ensuring the highest level of data protection (CID / Data Protection) through access management
• Providing accurate customer relationship documentation at all times, including customer identification documentation (CID), account opening forms, and other relevant legal forms
• Share customer feedback on products and services with the relevant specialists within the bank to ensure continuous improvement and adaptation to market trends
• Continuous monitoring of potential risks to protect the bank and its customers as part of the first line of defense
• Development and implementation of new marketing strategies in collaboration with the Head of Marketing and Group Head
• Contributing to strategic initiatives (e.g., to optimize key processes or support new product initiatives)
• Active participation in the Associate RM Development Program and engagement in the Associate RM community to share experiences and best practices

Requirements

The following requirements apply to this role:

• Very good interpersonal skills, open and approachable, good networker
• Good listener with a genuine interest in people
• Excellent situational adaptability, enabling you to relate to customers and colleagues from different backgrounds
• Resilience and ability to work under pressure, to feel comfortable with uncertainty
• Motivated, persistent, and persuasive personality
• Knowledge of global financial markets, interest in market developments and industry trends
• A basic understanding of the cultural context of the geographic markets being targeted
• Understanding of the legal and regulatory environment of the respective markets and jurisdictions
• Good understanding of relevant products, services, and tools in private banking
• Ability to match customer needs with suitable product solutions

Further requirements

Additional requirements include:

• Advanced education (e.g., master’s degree, MBA, CFA) or other educational background combined with relevant professional experience
• A proven track record of 3–5 years of professional experience (preferably in the financial sector) or completion of the Julius Baer Front-