Relationship Manager for SEA Market
Julius Baer(6 years ago)
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.
Required Skills
- Client Management
- Investment Advice
- Portfolio Monitoring
- Relationship Acquisition
- Regulatory Compliance
Qualifications
- Relevant Educational Background
- CACS Papers 1 and 2
- CMFAS Modules 1B, 5, 6A, 8A Certification
- MAS Registered/Appointed Representative
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