Job offer

Associate Relationship Manager (Singapore)

Julius Baer Bank is seeking an Associate Relationship Manager in Singapore to advise and serve high net worth clients while further developing their skills in wealth management and client relationship management. The ideal candidate will have 3-5 years of experience in wealth management and strong communication and sales skills.

Tasks

As an Associate Relationship Manager, you will:
  • Build and maintain a strong customer base network through proactive outreach and collaborative teamwork.
  • Deliver expert investment advice and responsive service tailored to each client's unique needs and preferences.
  • Develop and deepen customer relationships through strategic cross-selling and upselling.
  • Ensure excellent customer satisfaction by maintaining accurate records and complying with regulatory requirements.
  • Participate in innovative marketing strategies and take part in forward-looking initiatives.
  • Actively engage with our Associate Relationship Manager community to share best practices and experiences and promote a culture of excellence.

Requirements

To be successful in this role, you should:
  • Possess excellent customer relationship management and sales skills.
  • Have strong investment advisory and portfolio management skills.
  • Possess effective communication and interpersonal skills.
  • Have proven time management and organizational skills.
  • Have a solid understanding of compliance and risk management principles.
  • Possess marketing and business development skills.
  • Have a collaborative work ethic and be adaptable.

We offer

We offer:
  • Exclusive networking opportunities to connect with key figures and industry experts and expand your professional network.
  • Regular performance feedback to help you grow, improve, and celebrate your successes.

What you will achieve

Through our program, you will:
  • Gain a deep understanding of asset management and customer relationship management.
  • Acquire expert knowledge in investment consulting and portfolio management.
  • Build a robust network of customers, colleagues, and industry connections.

Job details

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