Relationship Manager based in Singapore (Japanese speaking)

Tasks

The Relationship Manager Private Banking (RM) is the primary point of 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. This includes providing comprehensive wealth management solutions to meet the needs of clients.

Client Experience

The RM serves clients with the highest quality standards and represents Julius Baer's renowned market position as a pure-play wealth manager:

• Responds to all customer needs in a timely and professional manner
• Ensures consistently high customer satisfaction levels by tailoring the frequency and intensity of contact to customer preferences
• Provides appropriate investment advice in accordance with the bank's guidelines and the asset allocation specialists within the bank to ensure continuous improvement and adaptation to market trends.
• Proactively communicates 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 & Client Management

The RM 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 proactively develop and deliver comprehensive wealth management solutions
• Continuously deepens customer relationships and optimizes earnings by acquiring new customers and increasing the share of customer assets/cross-selling.
• Proactively manages customer risks and develops a succession strategy to mitigate churn risks and losses due to generational transition
• Accepts new processes and product initiatives and utilizes available tools in daily business

Requirements

Personnel and social

• 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 can work under pressure
• Plans, organizes, and carries out work autonomously and independently

Professional and technical

• Familiarity with the regulatory environment
• Sound business judgment and knowledge of global financial markets
• Ability to match customer needs with suitable product solutions
• Willingness to travel

We offer

No information available.