Relationship Manager based in Singapore (Japanese speaking)

Tasks

• Close collaboration with high-net-worth clients and promotion of Julius Baer’s market position as a pure-play asset manager
• Responsibility for managing customer relationships from inception through termination and referrals, combined with a timely and up-to-date view of the customer
• Acquiring new customers and helping to ensure that various segments and nationalities are covered
• Delivering excellence in insurance services and fees in accordance with Baer's standards and industry best practices
• Participation in projects geared toward identified goals (current graduates and seniors in the relevant segments). This also includes non-recurring compensation arrangements, where applicable
• Presentation and sale of insurance products, such as pension insurance
• Responsibility for developing and implementing client strategies and new marketing campaigns, as well as supporting ongoing studies on demographic target market segments
• Proactive development and management of the asset portfolio for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients
• Acquiring and following up with existing customers, including the appropriate use of sales policies, service measures, and improvement initiatives within an established account
• Introduction and personalized consultation tailored to the needs of the individual client and their network, with the goal of enhancing the client's knowledge
• Continuous monitoring of customer and insurance processes to ensure that no strategic initiative interferes with the long-term development of the customer relationship
• Strengthening new partnerships and product relationships, as well as identifying new market areas with a business focus