Associate Relationship Manager for Intermediaries Market SGP

Job description

Tasks

• Attract prospects, proactively build your own client book and retain existing clients in close collaboration with other team members
• Proactively ask for support, feedback and guidance from other Relationship Managers in the team to build and maintain successful client relationships
• Respond to all customer requirements in the highest quality and on time
• Provide appropriate investment content in cooperation with specialists (if required) and in compliance with internal guidelines and regulations as well as external rules and regulations
• Deepen customer relationships and continuously optimize the potential for customer sales by acquiring additional shares in the wallet / cross-selling
• Adjust the frequency and intensity of contact based on customer preference
• Ensure the highest level of data security (CID / data protection) through access management
• Ensure accurate documentation of client relationship formalities, including client identification documentation (CID), account opening forms and other relevant legal forms
• Forward customer feedback regarding products and services to the relevant specialists within the bank to ensure continuous improvement and adaptation to market trends.
• Constantly monitor potential risks to protect the bank and its customers as part of the first line of defense
• Create and implement new marketing strategies in collaboration with the Market Head & Group Head
• Contribute to strategic initiatives (e.g. to optimize key processes or support new product initiatives)
• Actively participate in the Associate RM development program and engage with the Associate RM community to share experiences and best practices

Requirements

Personal and social skills

• Very good interpersonal skills, open and approachable, good networker
• Good listener with a genuine interest in people
• Excellent adaptability to different situations in order to engage with customers and colleagues from different backgrounds
• Resilient mentality and ability to work under pressure, to feel confident in the face of uncertainty
• Motivated, persistent, and persuasive personality

Expertise and experience

• Knowledge of global financial markets, interest in market developments and industry trends
• Basic cultural knowledge of the geographical markets to be covered
• 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 requirements with suitable product solutions

Education and experience

• University degree (e.g. Master's degree from a university, MBA, CFA) or other educational requirements in combination with relevant professional experience
• Proven 3-5 years of professional experience (preferably in the financial industry) or completion of the Julius Baer Front Office Graduate Program

We offer

No specific benefits or offers mentioned in the text.