Full-timeFinance & accounting· Posted 24 Sept

Assistant Relationship Manager

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 day-to-day operations, administration and client management at a private bank in Singapore. You will work with internal and external stakeholders, share relevant information with clients and help implement tailored solutions. It suits someone service-oriented, precise and comfortable performing under pressure in a fast-paced wealth management setting.

What you'll do

Support RMs and 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 handle post-processing of calls, meetings and trips

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Compile presentations and support drafting of investment proposals and marketing activities

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 RMs and heads

Help manage risk in client documentation, raise concerns, follow up on issues and escalate when in doubt

Ensure compliance with local regulations and internal policies, including account openings, payment instructions and call reviews

Ensure pending items and escalated deficiencies are cleared promptly

Maintain ethical and compliant behaviour in your area of responsibility

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

Good to know

Full-time position 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 working style
Able to perform under pressure

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Julius Baer

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Assistant Relationship Manager

About the role

What you'll do

Good to know

Requirements

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