Full-timeFinance & accounting· Posted 9 Mar

Associate Relationship Manager (Singapore)

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: Some experience

About the role

Join a private bank's 36-month associate programme designed to develop you into a trusted advisor for high-net-worth clients. You will be backed by senior leadership and seasoned relationship managers who coach and mentor you along the way. This suits someone with a few years of relevant experience who is resilient, motivated and keen to build a career in wealth management.

What you'll do

Build and grow a client base through proactive outreach and teamwork
Provide investment advice and responsive service tailored to each client
Deepen client relationships through cross-selling and upselling
Maintain client satisfaction, accurate records and regulatory compliance

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Contribute to marketing strategies and new initiatives

Engage with the associate community to share best practices

Good to know

36-month programme
Comprehensive training in investment products, wealth planning and credit facilities
Mentorship from senior relationship managers
Networking opportunities with stakeholders and industry experts
Regular performance feedback

Requirements

3–5 years of relevant experience, preferably in wealth management, investment consulting or a private banking frontline support role
Proficiency in spoken and written English and Chinese; other languages may be needed for specific markets
Relevant MAS regulatory licences
Client Advisor Competency Standards (CACS) certification preferred
Strong client relationship management and sales skills
Investment advisory and portfolio management capabilities

Benefits

Comprehensive training in wealth management
Dedicated mentorship from senior relationship managers
Networking opportunities with industry experts
Regular performance feedback

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Julius Baer

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Associate Relationship Manager (Singapore)

About the role

What you'll do

Good to know

Requirements

Benefits

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