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Full-time
Posted 1d ago
Apply by Sep 19
~40 hrs/week
Responsibilities
The Assistant Relationship Manager supports Relationship Managers in daily operations, client administration, and the implementation of customized wealth management solutions. They are responsible for managing client documentation, ensuring regulatory compliance, and facilitating effective communication between internal and external stakeholders.
Requirements
Candidates should possess a strong understanding of private banking products, global financial markets, and the relevant regulatory environment. A service-oriented mindset, precision in documentation, and the ability to work effectively within a team are essential for this role.
Full job description
At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.
The Assistant Relationship Manager (ARM) supports one or more Relationship Manager(s) (RM) / Group Head(s) (GH) in daily operations, administration and client management. The ARM interacts with internal and external stakeholders, provides clients with relevant information and supports the RM in implementing customised solutions. Furthermore, the ARM acts as role model in bringing the best service quality to the RMs/GH in a fast, professional and friendly manner, and thus helping the team to manage, develop and grow its client base. They channel client feedback to the relevant individuals/departments within the Bank to foster continuous improvement and fast adaptation of processes.
YOUR CHALLENGE
CLIENT ADMINISTRATION AND MANAGEMENT
Supports RMs/GH in client interaction and all related tasks (systems, processes, files, documents etc.) with high-quality, precision and timely responsiveness
Manages the RM/GH’s calendar, prepares client meetings, organizes business trips, completes the post processing of client calls, client meetings or business trips for RMs/GH
Compiles presentations, supports in drafting investment proposals and in marketing activities if needed (client reception, meetings, business trips, events etc.)
Ensures coverage in case of own absences
BUSINESS MANAGEMENT
Regularly collects and exchanges relevant information necessary for the job
Conducts reviews, plans, and always documents his/her work
Supports RM/GH in implementation of projects and initiatives, in close alignment with the Team Business Manager
Provides professional input proposals for improvements based on experience, incident occurrence or observation
Manages the expense claim process for RMs/GH
RISK MANAGEMENT AND CONTROLS
Actively helps managing risk (support first line of defence), i.e. in client documentation, by raising concerns, following up on issues and by escalating when in doubt
Ensures adherence to local regulations and compliance with internal policies and standards (e.g. new account openings, payment instructions, reviewing client phone calls or signing off at own level of competence etc.) in collaboration with the respective RMs, GH and Team Business Manager
Ensures timely clearance of pending items and escalated deficiencies
Ensures appropriate ethical and compliant behavior in his/her area of responsibility
Ensures correct, meaningful and understandable documentation of client interaction/client orders in the corresponding tool (e.g. CRM, DiAS)
REGULATORY RESPONSIBILITIES
Demonstration of appropriate values and behaviours including but not limited to standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulations
YOUR PROFILE
PERSONAL AND SOCIAL SKILLS
A natural team player
Able to handle verbal and written communication with clients in the client's native language where applicable
Ability to relate to colleagues from diverse backgrounds
Open, approachable and displays genuine interest in people and in improving processes
Always communicates in a competent and professional manner
Highly service oriented and passionate about client servicing
Systematic, precise and diligent working style and the ability to perform under pressure
Personal integrity and ethical behaviour
PROFESSIONAL AND TECHNICAL SKILLS
Appropriate understanding of relevant products and services in Private Banking
Basic knowledge of global financial markets and current developments in the industry
Sound affinity with the geographic market(s) covered, i.e. familiar with the legal and regulatory environment as well as cultural awareness
REGULATORY
Representative under MAS SFA and/or FAA
We arelooking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site.
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Julius Baer is the international reference in wealth management, based on a solid Swiss heritage.
Industry
Banking
Company size
5,001-10,000 employees
Founded
1890
Headquarters
Zurich, Zürich
LinkedIn followers
249,934
Total funding
$1.2B
Julius Baer is present in around 25 countries and 60 locations. Headquartered in Zurich, we have offices in key locations including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo. Our client-centric approach, our objective advice based on the Julius Baer open product platform, our solid financial base, and our entrepreneurial management culture make us the international reference in wealth management.
Offices: Bahnhofstrasse 36, Zurich, Zürich 8010, CH · 7 Straits View, #28-01 Marina One East Tower, Singapore, Singapore 018960, SG · 1 Harbour View Street, Central, 39/F, One International Finance Centre, Hong Kong, Hong Kong Central, HK · Dubai International Financial Centre (DIFC), ICD Brookfield Place, Level 15, Dubai, Dubai 504925, AE · 1 St Martins le Grand, London, England EC1A 4AS, GB
How many Administrative jobs are open in Singapore, Singapore right now?
There are currently 1,724 open administrative positions in Singapore, Singapore listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Administrative roles in Singapore, Singapore?
Companies currently hiring include SingHealth, National Institute of Education, Singapore, GovTech Singapore, NCS Group, Cushman & Wakefield, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Administrative jobs in Singapore, Singapore?
Yes — 257 of the 1724 open administrative positions offer remote or hybrid work (19 remote, 238 hybrid).
How do I apply for Administrative jobs in Singapore, Singapore?
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