Relationship Manager
Julius Baer
Posted
3 weeks ago
Singapore, Singapore
Remote
SGD 8K
Mid Level
Full Time
Sema Summary
The Associate Relationship Manager role focuses on building and maintaining client relationships in the wealth management sector. This position is transitional, aiming for the individual to become a full Relationship Manager after a development program.
About Company
Julius Baer is a leading Swiss wealth management group with a client-centric approach and a strong presence in global financial markets. The company emphasizes sustainable practices and community engagement.
Core Requirements
- Higher education in finance or related field
- 3-5 years of experience in financial services
- Proficiency in English and additional languages
- Strong interpersonal and networking skills
- Understanding of legal and regulatory environments
Responsibilities
- Build and maintain a client book
- Collaborate with senior Relationship Managers
- Respond to client inquiries promptly
- Provide investment content with specialists
- Deepen client relationships through cross-selling
- Ensure data security and compliance
- Monitor risks to protect clients and the bank
Must Have skills
Job Keywords
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