Associate Relationship Manager for Intermediaries Market SGP

Tasks

• Attract new customers, actively build your own customer portfolio, and retain existing customers by working closely with other team members
• Respond promptly to all customer needs with the highest possible quality
• Proactively seek support, feedback, and guidance from other relationship managers on the team to build and maintain successful client relationships
• Provide appropriate investment content in collaboration with specialists (as needed) and in accordance with policies and guidelines, while complying with external rules and regulations
• Strengthen customer relationships and continuously optimize revenue potential by acquiring additional share of wallet and engaging in cross-selling
• Adjust the frequency and intensity of outreach to match the customer's preferences
• Ensure the highest level of data security (CIB / Data Protection) through access management
• Promote appropriate intermediary documentation procedures at all times, including customer identification documents (CIB), account opening forms, and other required customer forms
• Share customer feedback on products and services with the relevant specialists within the bank to facilitate continuous improvements and adjustments in line with market trends
• Contribute to the following areas (as applicable):
  • Contribute to the development of new marketing strategies and approaches for potential new areas and target customer segments
  • Collaboration on targeted marketing strategies in the assigned market
• Actively participate in the JM Development Program (JMP) and contribute to the main JM development journey
• Take on tasks and responsibilities that go beyond the traditional RM role, within the context of the team and the functional area
• Support other RMs and team members in achieving their goals and objectives

Requirements

• Excellent interpersonal skills, open and approachable, good at networking
• A good listener with a genuine interest in people
• Excellent ability to adapt to different situations in order to respond effectively to customers and colleagues from diverse backgrounds
• Resilient mindset and ability to work under pressure; feels comfortable with uncertainty
• A motivated, persistent, and persuasive individual
• Knowledge of global financial markets, interest in market developments and industry trends
• A basic cultural understanding of the geographic markets to be served
• Understanding of the legal and regulatory environment of the respective markets and jurisdictions
• A solid understanding of the relevant products, services, and tools in private banking
• Ability to match customer needs with appropriate product solutions
• Education & Experience:
  • Higher education (e.g., a master’s degree from a university, an MBA, or a CFA) or another 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 a Julius Baer Front Associate Program