Relationship Manager For Sea Market

Julius Baer

Singapore, Singapore
High net worth client management
Wealth management solutions
Investment portfolio monitoring
The Relationship Manager is the primary point of contact between the clients and the Bank

Job Summary

  • The Relationship Manager is the primary point of contact between the clients and the Bank.
  • He/she is responsible for the proactive management of a portfolio of High Net Worth/Ultra High Net Worth private clients.
  • Ensuring consistently high levels of client satisfaction by matching the frequency and intensity of contact to the clients’ preference.

Matching Summary

The Relationship Manager is the primary point of contact between the clients and the Bank.

Skills & Requirements

Must-have

  • High Net Worth client management
  • Wealth management solutions
  • Investment portfolio monitoring

Nice-to-have

  • Strong team player
  • Passionate about client service
  • Good interpersonal skills

Key Requirements

  • Proven track record in servicing clients
  • CACS Papers 1 and 2
  • CMFAS Modules 1B, 5, 6A, 8A certification

Work Rights

Not specified

Tailored Resume

Cover Letter