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Not stated
Work mode
On-site
Experience
Some experience
About the role
This role sits within a wealth management firm's intermediaries team in Singapore, handling client account administration and documentation alongside Relationship Managers. It suits someone with prior assistant relationship manager experience who is comfortable dealing with clients directly and working with complex banking relationships.
What you'll do
Keep operational account management running smoothly and clear system alerts where possible
Support the Relationship Manager and team in client interactions with timely, precise responses
Deal with clients independently and professionally on account management matters
Maintain client relationship documentation to a high standard
Keep client key data accurate in liaison with the Relationship Manager
Account Manager job at Julius Baer, Singapore | WorkJio
Prepare customised information, reports and statistics for clients
Take part in and sometimes lead parts of client meetings, such as documentation and compliance matters
Compile presentations and support marketing activities
Promote and service dedicated intermediaries e-channels
Organise and follow up client meetings, including logistics and document preparation
Support investigations and troubleshooting with close internal collaboration
Manage internal projects affecting account relationships and resolve administrative issues
Maintain and update relevant systems and collect documentation as needed
Propose improvements based on experience, incidents or observation
Conduct reviews, plan ahead and document own work
Deputise for Relationship Managers on agreed day-to-day topics
Help induct new assistant relationship managers and share knowledge on systems, data, processes and client interaction
Adhere to compliance, legal guidelines, internal rules, regulations and policies
Act as first line of risk defence by raising concerns, following up and escalating when in doubt
Uphold standards on honesty, integrity, due care, fair dealing, conflicts of interest, competence and risk management
Good to know
Full time role based in Singapore
Internal ARM training programme must be completed
Regulatory appointments and certifications apply where applicable
Requirements
Relevant experience as an Assistant Relationship Manager, or 3 years as an ARM plus a job-related degree such as a Bachelor or CFA, excluding apprenticeship time
Completed the internal ARM training programme
Proven track record servicing banking clients with complex needs, including onboarding and extending relationships
Advanced knowledge of financial markets, their structure, function and legal/regulatory environment
Sound familiarity with the geographic markets covered
Advanced understanding of products and services for EAM clients and valuation principles
Apply on the company website
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