Job offer
Relationship Manager for SEA Market
Julius Baer is seeking a Relationship Manager in Singapore for the SEA market who will be responsible for actively managing and acquiring high- and ultra-high-net-worth private clients. The position requires proven experience in client management, in-depth knowledge of global financial markets, and registration as a MAS Representative.
Tasks
- Active monitoring of client investment portfolios and collateral positions
- Ensuring a consistently high level of customer satisfaction by tailoring the frequency and intensity of contact to customers' preferences
- Teamwork (including the appropriate use of specialists) to develop and deliver comprehensive wealth management solutions for clients
- Acquiring new clients through our own network and strengthening existing client relationships (offering additional clients/assets; increasing market share)
- Responsibility for gathering customer feedback on products and services and forwarding it to the relevant individuals/departments within the bank to ensure continuous improvement and adjustments in line with market trends
- Compliance with the bank's internal policies and practices, as well as all relevant industry rules and regulations
Business Management
- Developing and implementing new marketing strategies in collaboration with group/team leaders
- Adoption of New Processes and Project Initiatives
- Participation in ad hoc projects, as required by group/team leaders
- Promoting discipline and good work practices (including meeting deadlines and regulatory requirements, as well as complying with documentation requirements)
- Compliance with all Julius Baer and industry-wide banking rules and regulations
Regulatory Responsibilities and/or Risk Management
- Demonstrating appropriate values and behaviors, including, but not limited to, standards of honesty and integrity, diligence and conscientiousness, fair dealing (fair treatment of customers), management of conflicts of interest, competence and continuous development, appropriate risk management, and compliance with applicable laws and regulations
Requirements
- Good interpersonal skills
- Approachable, professional, and responsive
- Ability to adapt to customers and colleagues from diverse backgrounds
- Strong teamwork skills
- Proven track record in managing a client portfolio and acquiring new clients
- A strong understanding of the geographic markets to be served
- Language Proficiency and Cultural Awareness
- Familiarity with the legal and regulatory environment
- Excellent knowledge of global financial markets and current events
- Ability to match customer needs with appropriate product solutions
- MAS-registered/authorized representative
Job details
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