Full-timeFinance & accounting· Posted 5 Oct

Assistant Relationship Manager

Julius BaerApply on 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 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 someone service-oriented, precise and comfortable performing under pressure in a fast, professional and friendly team.

What you'll do

Support RMs/GH in client interaction and related tasks such as systems, processes, files and documents
Customise client requests including reporting, statistics and mailings
Manage the RM/GH calendar, prepare client meetings, organise business trips and complete post-processing of calls, meetings or trips

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

Ensure coverage during your own absences

Collect and exchange information needed for the job

Conduct reviews, plan and document your work

Support implementation of projects and initiatives in close alignment with the Team Business Manager

Provide input proposals for improvements based on experience, incidents or observation

Manage the expense claim process for RMs/GH

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

Ensure adherence to local regulations and internal policies and standards, including new account openings, payment instructions and reviewing client phone calls

Ensure timely clearance of pending items and escalated deficiencies

Ensure appropriate ethical and compliant behaviour in your area of responsibility

Ensure correct and understandable documentation of client interaction and orders in tools such as CRM and DiAS

Demonstrate values and behaviours including honesty, integrity, due care, fair dealing, conflict management, competence and continuous development

Good to know

Full time position based in Singapore
Representative under MAS SFA and/or FAA

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

About the role

What you'll do

Good to know

Requirements

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