Julius Baer

Relationship Manager for SEA Market

Julius Baer

6 years ago
Singapore
Hybrid
Full Time
Senior
0 applicants
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Julius Baer
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About this role

The Relationship Manager at Julius Baer serves as the primary contact for High Net Worth and Ultra High Net Worth clients, managing relationships to deliver comprehensive wealth management solutions. He/she is responsible for client satisfaction and portfolio management, acting as an ambassador for the Bank while adhering to internal policies and industry regulations.

Skills

Qualifications

Relevant Educational BackgroundCACS Papers 1 and 2CMFAS Modules 1B, 5, 6A, 8A CertificationMAS Registered/Appointed Representative
Julius Baer

About Julius Baer

juliusbaer.com

N/A

About Julius Baer

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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