Full-timeFinance & accounting· Posted 23 Sept

Assistant Relationship Manager, Asia

Julius BaerFrom company site

Salary

Not stated by the company

When

Full-time hours

Where

Singapore

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Start: Not stated
Work mode: On-site
Experience: Experienced

About the role

This role supports one or more Relationship Managers, Team Heads or Group Heads with daily operations, administration and client management at a private bank in Singapore. You will work with internal and external stakeholders, give clients relevant information and help implement customised solutions. It suits a service-minded team player who is precise, ethical and comfortable performing under pressure.

What you'll do

Support Relationship Managers and Group Heads in client interaction and related tasks such as systems, processes, files and documents
Customise client requests including reporting, statistics and mailings
Manage calendars, prepare client meetings, organise business trips and complete post-processing of calls, meetings and trips

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Compile presentations and support drafting of investment proposals and marketing activities such as client receptions, meetings, trips and events

Ensure coverage during your own absences

Collect and exchange information needed for the job

Conduct reviews, plan work and document it consistently

Support implementation of projects and initiatives alongside the Team Business Manager

Provide input on improvements based on experience, incidents or observations

Manage the expense claim process for Relationship Managers and Group Heads

Help manage risk in client documentation by raising concerns, following up and escalating when in doubt

Ensure adherence to local regulations and internal policies, including account openings, payment instructions and call reviews

Ensure timely clearance of pending items and escalated deficiencies

Maintain ethical and compliant behaviour in your area of responsibility

Document client interaction and orders correctly in tools such as CRM and DiAS

Good to know

Full-time role based in Singapore
Regulatory responsibilities include honesty, integrity, due care, fair dealing, conflict management, competence and continuous development

Requirements

Natural team player
Able to relate to colleagues from diverse backgrounds
Open, approachable and genuinely interested in people and process improvement
Highly service oriented and passionate about client servicing
Systematic, precise and diligent, able to perform under pressure
Personal integrity and ethical behaviour

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Julius Baer

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Assistant Relationship Manager, Asia

About the role

What you'll do

Good to know

Requirements

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