At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. The role of an Intermediaries Associate Relationship Manager (Associate RM) is linked to the respective internal development programme. It is therefore a transitional role for a limited period of time (generally 3 years), with the overall aim of the Associate RM becoming a Relationship Manager (RM) after the successful completion of the programme. The present role profile describes the key features of the position towards the end of the programme, not at the very beginning. The Associate RM is part of a front team and serves Intermediaries clients of the Bank in close collaboration with one or several senior Relationship Managers, other team members, and specialists. This entails the delivery of comprehensive wealth management solutions to meet the clients’ needs as well as dealing with routine enquiries and transactions. Acquisition of new Intermediary client relationships through his/her network is an additional, integral element of the role. YOUR CHALLENGE KEY FEATURES OF THE JOB - Attract prospects, proactively build up an own client book, and retain existing clients in close collaboration with other team members - Proactively ask for support, feedback, and guidance from other relationship managers in the team in developing and maintaining successful client relationships - Respond to all client needs in the highest possible quality and in a timely manner - Provide appropriate investment content in collaboration with specialists (when needed) and in line with internal policies and guidelines while meeting external rules and regulations - Deepen client relationships and continuously optimise client’s potential revenues through the acquisition of additional share of wallet / cross-selling - Match the frequency and intensity of contact based on the client’s preference - Ensure highest level of data security (CID / data privacy) through access management - Provide accurate client relationship documentation formalities at all times including client identification documentation (CDB), account opening forms and other relevant legal forms - Take up client feedback regarding products and services with the relevant specialists within the Bank to ensure continuous improvement and adaptation in line with market trends - Constantly monitor potential risks to protect the Bank and its clients as part of the first line of defence - Create and implement new marketing strategies in conjunction with the Market Head & Group Head - Contribute to strategic initiatives (e.g. to optimise key processes or support new product initiatives) - Participate actively in the Associate RM development programme and engage in the Associate RM Community to share experience and best practice YOUR PROFILE REQUIREMENTS FOR THE JOB PERSONAL AND SOCIAL SKILLS - Very good inter-personal skills, open and approachable, good networker - Good listener with genuine interest in people - Excellent situational adaptability to relate to clients and colleagues from diverse backgrounds - Resilient mentality and ability to work under pressure, feels confident with uncertainty - Motivated, persistent, and persuasive personality - Strong team player - Works autonomously and allocates work time independently - Trustworthy and discreet personality with a high level of risk and compliance awareness - High personal integrity and ethical behaviour - Willingness to learn and grow personally PROFESSIONAL / TECHNICAL SKILLS - Knowledge of global financial markets, interest in market developments and industry trends - Basic cultural understanding of geographical markets to be covered - Understanding of legal & regulatory environment of respective markets and jurisdictions - Good understanding of relevant products, services as well as tools in Private Banking - Ability to match client needs with appropriate product solutions EDUCATION AND EXPERIENCE - Higher education (e.g. master’s degree of University, MBA, CFA) or other educational background combined with relevant professional experience - Proven track record of 3-5 years’ work experience (preferably in the financial industry) or completion of the Julius Baer front graduate programme - Proficiency in English (spoken and written), additional languages according to specific market requirements RANK APPLICABLE TO THE JOB - Associate Director - Reporting line: Group Head We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site. Is this not quite what you are looking for? Set up a job alert by creating a candidate account here. The international reference in wealth management Julius Baer is the leading Swiss wealth management group. We focus on servicing and advising sophisticated private clients from around the world, taking into account what truly matters to them – in their business and personal life, today and for future generations. Headquartered in Zurich, we are present in around 60 locations worldwide, including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo. Why join Julius Baer? At Julius Baer our employees enjoy the benefits of a global company with the support and collegiality of a much smaller one. We are growing quickly, but we remain dedicated to maintaining our accessible structure with flat hierarchies, and approachable and supportive leaders. With offices around the world, we offer an international and stimulating work environment and the opportunity to work with a diverse team of highly motivated colleagues, bringing the best of the bank to our clients. Our core values of Care, Passion, and Excellence define the tone of how we interact with each other and our partners. Committed to your success Whether nurturing young talent with our renowned apprentice scheme, enabling ambitious university graduates to put theory into practice with our Graduate Programme, or providing first-class opportunities for experienced professionals, we look after our employees. We believe in continuous learning as a company and as individuals, which is why we put a focus on the health and well-being of our employees and offer flexible working options, a wide array of benefits, and extensive career development programmes. For more information visit www.juliusbaer.com or contact us via the Contact Form. For recruiting agents, please see the additional information here.

Associate Relationship Manager for Intermediaries Market SGP.

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