Associate Relationship Manager for Intermediaries Market SGP

Your challenge

The role of Associate Relationship Manager (Associate RM) is part of the internal development program. It is a transitional role for a limited period (typically three years), with the goal of having the Associate RM become a Relationship Manager (RM) upon successful completion of the program.

Tasks

- Attracting new customers, proactively building a client base, and retaining existing customers in close collaboration with other team members - Proactively seeking support, feedback, and guidance from other relationship managers on the team to develop and maintain successful client relationships - Responding to all client requests with the highest possible quality and in a timely manner - Providing appropriate investment content in collaboration with specialists (when necessary) and in accordance with internal guidelines and regulations, while adhering to external rules and regulations - Deepening client relationships and continuously optimizing client potential through the acquisition of additional shares in the client portfolio / cross-selling - Adapting the frequency and intensity of contact to client 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 - Gathering customer feedback on products and services and sharing it with the relevant specialists within the bank to ensure continuous improvement and adaptation to market trends - Continuously monitoring potential risks to protect the bank and its customers as part of the first line of defense - Developing and implementing new marketing strategies in collaboration with the Market Head & Group Head - Contributing 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

Your profile

Job Requirements

Personal and social skills

- Excellent interpersonal skills; open and approachable; a skilled networker - A good listener with a genuine interest in people - Excellent ability to adapt to different situations in order to connect with customers and colleagues from diverse backgrounds - Resilient mindset and ability to work under pressure; comfortable with uncertainty - Motivated, persistent, and persuasive

Knowledge and experience

- Knowledge of global financial markets, interest in market developments and industry trends - Basic understanding of the cultural contexts of geographic markets - 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 client needs with appropriate product solutions

Training and experience

- Advanced degree (e.g., Master’s degree, MBA, CFA) or other educational background combined with relevant professional experience - 3–5 years of demonstrable experience (preferably in the financial sector) or completion of the Julius Baer Front Office Graduate Program