Assistant Relationship Manager

About the Role

Julius Baer values the individuality each person contributes and encourages an environment where employees can make an impact, work entrepreneurially, take ownership, and help create value that goes beyond wealth. The Assistant Relationship Manager (ARM) plays an important part in the Private Banking team by supporting the Relationship Manager (RM) and Group Head (GH) in day-to-day client service, administration, and relationship management.

In this role, you will work closely with both internal and external stakeholders, share relevant information with clients, and help deliver tailored solutions that support excellent service. You may often be the first person a client speaks to, so building trust and making a polished, professional impression is a key part of the job. Strong people skills and a genuinely service-focused attitude are essential.

The ARM is expected to process client instructions accurately and on time, handle enquiries efficiently, and escalate matters to senior colleagues when needed. The role also includes support with presentations, meeting coordination, events, business travel, and research or analysis as required. Acting as a service role model, the ARM helps maintain high quality standards, supports client base growth, and routes feedback to the right teams to encourage continuous improvement. This position forms a central part of Client Relationship Management.

Key Responsibilities

Client administration and relationship support

• Assist RMs and GHs with client-facing tasks, including systems work, document handling, files, and process coordination, while maintaining accuracy and prompt turnaround.
• Tailor client requests such as reports, statistics, and mailings.
• Manage calendars, prepare for client meetings, organise travel, and complete follow-up work after calls, meetings, and business trips.
• Prepare presentations and support investment proposal drafting and marketing-related activities such as receptions, meetings, events, and travel arrangements.
• Ensure coverage and continuity during own absences.

Business management support

• Collect, exchange, and apply information needed to perform the role effectively.
• Work in an organised, compliant manner and keep the manager informed in a timely way.
• Review work regularly, plan ahead, and maintain proper documentation.
• Support projects and initiatives led by the RM or GH.
• Contribute ideas for process or service improvements based on experience or observations.
• Handle expense claims for RMs and GHs.
• Provide ongoing administrative support across payments, securities, funds, bonds, money market and FX transactions.
• Respond to client enquiries and resolve issues where possible.
• Maintain diaries, arrange meetings, and assist with event preparation.
• Prepare for RM business travel, including travel coordination and client presentation materials.
• Track client contact frequency and keep records updated.
• Support compliance with local and internal rules, including documentation and client instructions.
• Organise team meetings, document minutes, and follow up on action items.
• Help RMs meet their targets by spotting cross-sell or share-of-wallet opportunities, checking client satisfaction, and identifying additional client needs.
• Carry out research tasks as assigned.

Risk, regulatory, and control responsibilities

• Contribute to risk management as part of the first line of defence, especially in relation to client documentation and issue escalation.
• Follow local regulations and internal policies in areas such as account openings, payment instructions, client call reviews, and approvals within personal authority.
• Clear pending items and escalate deficiencies in a timely manner.
• Maintain ethical, compliant behaviour in all work activities.
• Record client interactions and instructions clearly and accurately in the relevant systems such as CRM or DiAS.
• Demonstrate honesty, integrity, diligence, fair treatment of customers, conflict management, competence, continuous development, sound risk management, and adherence to applicable laws and regulations.

Candidate Profile

Personal and interpersonal strengths

• Strong customer orientation with solid communication and relationship-building skills.
• Able to communicate with clients in their native language where applicable, both verbally and in writing.
• Self-driven, positive, proactive, and solution-oriented.
• Comfortable with back-office and execution processes, along with legal and compliance procedures.
• Able to prioritise work and stay effective under pressure.
• Quick learner with a collaborative, detail-focused mindset.
• Able to adapt well to different situations and work with RM and client profiles from varied backgrounds.
• Trustworthy, discreet, friendly, and highly aware of risk and confidentiality.
• Strong passion for client service and a consistently professional, approachable manner.
• Systematic, precise, and diligent in working style, with the ability to perform reliably under pressure.
• Displays integrity and ethical conduct in all situations.

Professional and technical background

• Good understanding of the market(s) covered, including local legal, regulatory, and cultural context.
• Sound knowledge of Private Banking products and services.
• Basic awareness of global financial markets and industry developments.
• Proven experience supporting banking clients with complex needs, including onboarding, relationship maintenance, and relationship growth.
• A university degree in Finance, Economics, or a related field.
• Minimum 3 years of relevant ARM experience in a Private Banking environment.
• CACS Papers 1 and 2 completed.
• Preference for candidates with CMFAS Modules 1B, 5, 6A, and 8A certification.
• Working knowledge of T24, Olympics, and TEMOS.
• Proficient in Microsoft Office tools such as Word, Excel, and PowerPoint.

Regulatory requirement

• MAS Registered/Appointed Representative status, where applicable.

Additional Information

This is a full-time onsite role based in Singapore. The vacancy count is not specified. No salary or stipend details were provided. Applicants are expected to submit a complete application through the company’s online application process.