Associate Relationship Manager for Intermediaries Market SGP

YOUR CHALLENGE

• Attract prospects, proactively build up an internal client book, and retain existing clients in close collaboration with other team members
• Proactively ask for support, feedback, and guidance from other relationship managers in the team in developing and maintaining successful client relationships
• Respond to all client needs in the highest possible quality and in a timely manner
• Provide appropriate investment content in collaboration with specialists (when needed) and in line with respective policies and guidelines while meeting external rules and regulations
• Deepen client relationships and continuously optimise clients’ potential revenues through the acquisition of additional share of wallet / cross-selling
• Match the frequency and intensity of contact based on the client’s preference
• Ensure highest level of data security (GDPR / data privacy) through access management
• Provide accurate relationship documentation formalities at all times including client identification, credit documentation (CDB), account opening forms and other relevant legal forms
• Take up client feedback regarding products and services with the relevant specialists within the Bank for continuous improvements, and adaptation to their needs
• Take up client feedback regarding the service experience and respond with appropriate solutions
• Build internal and external networks, and support close relationships and open collaboration
• Maintain highest level of internal process compliance and quality control, including mandatory reporting and reporting of significant events (incidents or risks)
• Be available to clients outside of business hours and/or during weekends to ensure needs can be responded to in a timely manner
• Be committed to continuous self-development, growth, and progress in the respective fields of expertise and proactively seek learning opportunities
• Build own expertise, be engaged and participate actively in internal communities of practice
• Cooperate and work closely together with other relationship managers of the team and remain in regular contact by making time and providing inputs to joint activities
• Constantly monitor product risks to protect the Bank and its clients as part of the first line of defence
• Create and implement new marketing strategies in conjunction with the Market Head & Group Head
• Contribute to strategic initiatives (e.g. to optimise key processes or support new product initiatives)
• Participate actively in the Associate RM development programme and engage in the Associate RM peer group to share experience and best practice

YOUR PROFILE

PERSONAL AND SOCIAL SKILLS

• Very good interpersonal skills, open and approachable, good networker
• Good listener with genuine interest in people
• Excellent situational adaptability to relate to clients and colleagues from diverse backgrounds
• Resilient mentality and ability to work under pressure, feels confident with uncertainty
• Motivated, persistent, and persuasive personality

EDUCATION AND EXPERIENCE

• Higher education (e.g. master’s degree of University, MBA, CFA) or other educational background combined with relevant professional experience
• Proven track record of 3-5 years’ work experience (preferably in the financial industry) or completion of Julius Baer first create programme