Associate Relationship Manager for Intermediaries Market SGP

Your challenge

The role of Intermediary Associate Relationship Manager (Associate RM) is linked to the internal development program. It is a transitional role for a limited period (usually three years), with the aim of the Associate RM becoming a Relationship Manager (RM) after successfully completing the program.

Tasks

- Attracting new customers, proactively building your own customer base, and retaining existing customers in close collaboration with other team members - Proactively seeking support, feedback, and guidance from other relationship managers in the team in developing and maintaining successful customer relationships - Responding to all customer inquiries with the highest quality and in a timely manner - Providing appropriate investment content in collaboration with specialists (if necessary) and in accordance with internal guidelines and regulations, as well as external rules and regulations - Deepening customer relationships and continuously optimizing customer potential by acquiring additional shares in the customer portfolio / cross-selling - Adapting the frequency and intensity of contact to customer preferences - Ensuring the highest level of data protection (CID/data protection) through access management - Providing accurate customer relationship documentation at all stages, including customer identification documentation (CID), account opening forms, and other relevant legal forms - Recording customer feedback on products and services with the relevant specialists within the bank to ensure continuous improvement and adaptation to market trends - Continuously 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., optimizing key processes or supporting new product initiatives) - Actively participate in the Associate RM development program and engage in the Associate RM community to share experiences and best practices

Your profile

- Excellent interpersonal skills, open and approachable, good networker - Good listener with genuine interest in people - Excellent situational adaptability to engage with customers and colleagues from different backgrounds - Resilient mentality and ability to work under pressure, comfortable with uncertainty - Motivated, persistent, and persuasive character

Requirements

- Knowledge of global financial markets, interest in market developments and industry trends - Basic understanding of cultural differences in the geographical markets to be served - 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 appropriate product solutions

Training and experience

- University degree (e.g., master's degree, MBA, CFA) or other educational background combined with relevant professional experience - Demonstrable success with 3-5 years of professional experience (preferably in the financial sector) or completion of the Julius Baer front office graduate program