Assistant Relationship Manager

Julius Baer Open · verified Sep 29, 2026

Singapore Full-time Manager Account Management

At a glance

Mid-level Account Management role at Julius Baer. Singapore · full-time.

Pay not stated

RoleAccount Management

SeniorityManager

LocationSingapore

EmploymentFull-time

PostedSep 25, 2026 · 4d ago

Role brief

growthroles summary, based on the employer's posting.

What you'll do

Support relationship managers and group heads with client requests, records, systems, documents, and daily administration
Coordinate calendars, meeting preparation, business travel, and follow-up work after client interactions
Prepare presentations, help draft investment proposals, and assist with client events or other marketing activities
Raise documentation or compliance concerns, clear outstanding issues, and record client orders accurately in CRM or DiAS
Gather information, manage expense claims, and contribute improvement ideas and team projects

What you bring

You understand private banking products and services, along with basic global financial-market developments
You know the relevant geographic market, including its regulatory setting and cultural context
You are a representative under MAS SFA and/or FAA

Who this fits

This role suits a precise, service-focused team player who can stay professional under pressure and work with colleagues from varied backgrounds. You should bring personal integrity, ethical judgment, and genuine interest in improving client-service processes. The position is based in Singapore and carries MAS SFA and/or FAA representative responsibilities.

From the employer

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.

GENERAL DESCRIPTION
The Assistant Relationship Manager (ARM) supports one or more Relationship Manager(s) (RM) / Team Head(s) / Group Head(s) (GH) in daily operations, administration and client management. The ARM interacts with internal and external stakeholders, provides clients with relevant information and supports the RM in implementing customised solutions. Furthermore, the ARM acts as role model in bringing the best service quality to the RMs/GH in a fast, professional and friendly manner, and thus helping the team to manage, develop and grow its client base. They channel client feedback to the relevant individuals/departments within the Bank to foster continuous improvement and fast adaptation of processes

YOUR CHALLENGE

KEY FEATURES OF THE POSITION

CLIENT ADMINISTRATION AND MANAGEMENT

Supports RMs/GH in client interaction and all related tasks (systems, processes, files, documents etc.) with high-quality, precision and timely responsiveness
Customizes client requests (reporting, statistics, mailings etc.)
Manages the RM/GH’s calendar, prepares client meetings, organizes business trips, completes the post processing of client calls, client meetings or business trips for RMs/GH
Compiles presentations, supports in drafting investment proposals and in marketing activities if needed (client reception, meetings, business trips, events etc.)
Ensures coverage in case of own absences

BUSINESS MANAGEMENT

Regularly collects and exchanges relevant information necessary for the job
Conducts reviews, plans, and always documents his/her work
Supports RM/GH in implementation of projects and initiatives, in close alignment with the Team Business Manager
Provides professional input proposals for improvements based on experience, incident occurrence or observation
Manages the expense claim process for RMs/GH

RISK MANAGEMENT AND CONTROLS

Actively helps managing risk (support first line of defense), i.e. in client documentation, by raising concerns, following up on issues and by escalating when in doubt
Ensures adherence to local regulations and compliance with internal policies and standards (e.g. new account openings, payment instructions, reviewing client phone calls or signing off at own level of competence etc.) in collaboration with the respective RMs, GH and Team Business Manager
Ensures timely clearance of pending items and escalated deficiencies
Ensures appropriate ethical and compliant behavior in his/her area of responsibility
Ensures correct, meaningful and understandable documentation of client interaction/client orders in the corresponding tool (e.g. CRM, DiAS)

REGULATORY RESPONSIBILITIES

Demonstration of appropriate values and behaviours including but not limited to standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulations

YOUR PROFILE

PERSONAL AND SOCIAL SKILLS

A natural team player
Ability to relate to colleagues from diverse backgrounds
Open, approachable and displays genuine interest in people and in improving processes
Always communicates in a competent and professional manner
Highly service oriented and passionate about client servicing
Systematic, precise and diligent working style and the ability to perform under pressure
Personal integrity and ethical behavior

PROFESSIONAL AND TECHNICAL SKILLS

Appropriate understanding of relevant products and services in Private Banking
Basic knowledge of global financial markets and current developments in the industry
Sound affinity with the geographic market(s) covered, i.e. familiar with the legal and regulatory environment as well as cultural awareness

REGULATORY

Representative under MAS SFA and/or FAA

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.

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