Jobs at Julius Baer

Supports Relationship Managers and Group Heads with private banking client administration, meeting preparation, reporting, presentations, expense claims, and business initiatives. Manages client documentation, requests, orders, and follow-up while ensuring accurate records, regulatory compliance, risk escalation, and timely resolution of deficiencies. Coordinates with internal and external stakeholders, contributes to process improvements, and helps deliver high-quality service to grow and manage the client base.

Leads Singapore HR operations and a team of four HR Consultants. Partners with senior management on workforce planning, succession, talent management, performance, compensation, organizational development, recruitment, and complex employee matters. Represents HR on management committees, oversees local HR projects, ensures policy adherence, and manages risk, governance, ethical conduct, and regulatory compliance across the function.

The Assistant Relationship Manager supports Relationship Managers in client management and daily operations, ensuring high service quality and client satisfaction. They handle client documentation, manage calendars, assist in marketing, and ensure compliance with regulations.

Supports Relationship Managers and Group Heads with client administration, meeting preparation, reporting, documentation, travel organization, expense claims, and customized client requests. Assists with investment proposals, marketing activities, projects, and process improvements. Maintains accurate client records, supports risk and compliance controls, follows up on deficiencies, and escalates concerns. Provides high-quality client service while ensuring adherence to private banking regulations, internal policies, and ethical standards.

Process securities transfer instructions across equities, fixed income, funds, structured products, derivatives and precious metals for Singapore and Hong Kong booking centers. Open and maintain custody accounts and static data in the core banking system, coordinate with custodians/sub-custodians, clear SWIFT exceptions, ensure payments (stamp duty/taxes/fees), and support regulatory and risk compliance.

The role involves preparing and maintaining KYC documentation, ensuring compliance with regulations, and collaborating with Private Banking RMs to support client onboarding and reviews.

The Relationship Manager oversees a portfolio of High/Ultra High Net Worth clients, delivering tailored wealth management solutions, acquiring new clients, and ensuring high satisfaction levels.

Manage day-to-day operational, sales and administrative activities for a relationship team, supporting the Group Head with approvals, reporting, analytics, process improvements, meetings, sales coordination, and budget/cost control.

Join a 36-month program to become a trusted wealth management advisor, focusing on client relationships, investment advice, and compliance.

Review and approve high-risk client onboarding and account changes for BJBS Singapore; assess KYC/CDD, Source of Wealth, PEP/adverse media risks; advise front office and operations; support regulatory inspections, name/transaction screening, and cross-border referrals; participate in process improvements.

Lead the Software Delivery Accelerator Center, architecting and maintaining CI/CD platforms, optimizing DevOps processes, and collaborating with development teams.

The Head of IT Governance and Risk Asia is responsible for IT governance, risk management, and control assurance in the private bank, ensuring compliance with regulatory standards and promoting a strong risk culture across technology functions.

The Relationship Manager is responsible for managing high net worth clients, delivering wealth management solutions, and acquiring new clients. This role involves ensuring client satisfaction, handling compliance and risk management, and contributing to the development of junior team members.

The Automation Lead will design and implement test automation frameworks for banking applications, manage automation teams, and ensure alignment with technical and business goals while promoting innovation and best practices.

Supports Relationship Managers and Group Heads with private banking client administration, meeting preparation, reporting, documentation, travel and expense coordination, business initiatives, and client servicing. Maintains accurate records, supports customized client requests, follows regulatory and compliance requirements, manages pending issues, escalates risks, and helps improve processes while delivering professional service to clients and internal stakeholders.

Underwrite and approve Lombard and insurance credit applications, overdrafts, guarantees, and margin trading transactions within delegated authority. Monitor account portfolios, daily excesses, exceptions, documentation, risk reports, and stress tests to identify and mitigate credit risks. Partner with Front Office, Legal, Compliance, IT Operations, and external counsel to deliver compliant credit solutions. Improve credit processes, procedures, and systems while maintaining regulatory and risk-management standards.

Review and enhance existing KYC profiles for periodic reviews in private banking. Assess Source of Wealth and Source of Funds documentation, conduct due diligence and name-screening validation, evaluate client structures and transaction behavior, prepare clear risk narratives, advise Relationship Managers, identify and escalate risks, maintain review documentation, and support reporting and continuous process improvement.

Supports Relationship Managers and Group Heads with private banking client administration, meeting preparation, documentation, reporting, travel coordination, expense claims, and customized client requests. Assists with business initiatives, risk controls, regulatory compliance, account openings, issue escalation, and accurate CRM documentation. Requires strong client-service skills, private banking product knowledge, financial market awareness, regulatory understanding, precision, integrity, and MAS SFA and/or FAA representative status.

Account Manager owns operational account administration and documentation for intermediary and family office clients, supports Relationship Managers in client interactions and customised solutions, manages related projects and risk controls, and provides high-quality client service and process improvements.

Support Relationship Managers with client administration, meeting preparation, documentation, reporting and basic investment/marketing materials. Manage calendars, expense claims, compliance checks, risk controls, and process improvements while ensuring regulatory adherence and high-quality client service.