Job offer

Relationship Manager based in Singapore (Japanese speaking)

The Relationship Manager at Julius Baer in Singapore is responsible for proactively and autonomously managing a portfolio of high net worth and ultra high net worth clients and is expected to offer comprehensive wealth management solutions. The ideal candidate will have excellent interpersonal skills, a strong understanding of the Asian market, and fluency in Japanese.

About the job

The Relationship Manager Private Banking (RM) is the primary contact between the client and the bank. He/she acts as an external ambassador for the bank and is responsible for the proactive and autonomous management of a portfolio of high net worth and/or ultra high net worth private clients.

Tasks

The Relationship Manager has the following responsibilities:
  • Responds to all customer needs in a timely and professional manner
  • Ensures consistently high levels of customer satisfaction by adjusting the frequency and intensity of contact to customer preferences
  • Provides appropriate investment advice in accordance with the bank's guidelines and asset allocation specialists within the bank to ensure continuous improvement and adaptation to market trends.
  • Responsible for proactively delivering customer feedback regarding products and services to the relevant departments.
  • Participates in the development and implementation of customer initiatives and new marketing strategies and supports ad hoc projects as requested by management (team leader and/or others).

Prospect and customer management

The Relationship Manager is responsible for proactively developing and maintaining a portfolio of high net worth and/or ultra high net worth clients:
  • Employs a collaborative team approach, including the appropriate use of specialists, to develop and deliver comprehensive wealth management solutions for clients.
  • Continuously deepens customer relationships and optimizes earnings by acquiring new customers and increasing market share/cross-selling.
  • Proactively manages customer risks and develops a succession strategy to minimize churn risks and intergenerational losses
  • Accepts new processes and product initiatives and uses the available tools in daily business

Risk management

The Relationship Manager is responsible for managing day-to-day business risks and is an integral part of the first line of defense. The Relationship Manager ensures a strong culture of compliance, ethical behavior, and sound risk management practices.

Requirements

The relationship manager should meet the following requirements:
  • Very good interpersonal skills
  • Open and accessible
  • Shows genuine interest in people
  • Ability to connect with customers and colleagues from diverse backgrounds
  • Natural team player
  • Persistent and persuasive
  • Passionate about customer service
  • Possesses good judgment and the ability to work under pressure
  • Plans, organizes, and carries out work autonomously and independently

We offer

No information available.

Job details

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