Rupesh Singh
Managing Director Senior Advisor - Team Head - NRI at Bank Julius Bär
Rupesh Singh
About Me
Over 18 years of experience as investment professional with reputed financial institutions. Started as Industrial trainee with CitiBank in February 2002 and with the extensive knowledge of global markets, investment themes/strategies, investment products, cutomer relations skills and regulations across several markets globally been able to create new heights across my job role till date.Specialties: Team Management Skills, Strong Relationship Management Skills, extensive knowledge of global markets, Portfolio management , investment themes, investment products. Expertise in advising Financial Solutions to clients based on their needs,goals and risk appetite they carry. Strong Leadership skills and multi tasking.
- Age 45
- Residing Country Singapore
- Address 121 Meyer Rd, Singapore 437932
- e-mail hello@rupeshsingh.co.in
- Phone +65-9171 5346
What I Do
Testimonials
Rupesh is one of most focussed individuals I have ever worked with. His strong Relationship Management Skills are the key to his success. Rupesh likes creating strong networks which are very important in our business. As his peer, I have always admired him as a Relationship Manager and wish all the best in his future pursuits.
Rupesh has always been in my earliest memories of him till date an ever exuberant sales champ any team leader would love to have on his side. His "No Retreat No Surrender" attitude in life personally & professionally have kept him in the upper quartile of every capacity he has worked in and am fully confident he will always maintain that. I wish him loads of succes and recognition in his strides towards making a global banking career!
One of the few employee's who understand work life balance well , but makes a point to utilize the work time to its best . A focused performer who only knows how to be the BEST , he is an asset for any team and any organisations . A good human being and of course a very sincere colleague , Rupesh is a pleasure to be connected to in any way . I wish him all the best for his future and pray that he continues to RULE whatever he does and where ever he is . God Bless.
Numbers Reached
Happy Clients
578Consulting Hours
10000Awards Won
25Resume
Education
1999-2001
NIITGNIIT Field Of StudySoftware and Computer Application
1997-1999
Calcutta UniversityBachelors of Commerce
Experience
Feb 2014 - Current
Julius BärManaging Director Senior Advisor - Team Head - NRI
Assisting the HNI and the Ultra HNI in preserving and enhancing their existing wealth and guiding them on their investments mandate. Focusing in Asian markets, mainly in Singapore,Jakarta, Thailand, Malaysia and also few other geography, like Dubai & Spain.Responsible for market share growth using Julius Baer Private Bank proposition. The Julius Baer Group is the leading Swiss private banking group, focusing on the demands of sophisticated private clients, family offices and independent asset managers from around the world.The Group is completely independent in each and every aspect of its business – from the focused business model and sound financials to the dedicated investment management, open product platform and expert research. Hence, it is the trusted partner of choice and a leading premium brand in global wealth management, offering best-in-class investment solutions and advice.Julius Baer is currently integrating Merrill Lynch’s International Wealth Management business outside the US. This will increase the Group’s presence to more than 25 countries and 50 locations. Headquartered in Zurich, it has offices from Dubai, Frankfurt, Geneva, Hong Kong, London, Lugano, Madrid, Monaco, Montevideo, Moscow, Shanghai to Singapore.
Nov 2010- Jan 2014
ANZDirector - ANZ Private Bank
MManaging the wealth and assisting the HNI and Ultra HNI on their investments. Focusing in Asian markets, mainly in Singapore,Jakarta, India, Malaysia and also few other geography.Responsible for market share growth using ANZ Private Bank proposition and by distributing investment products like, unit trusts, insurances, treasury products, alternate assets (structures & ELNs), stocks, estate and legacy planning, trust planning etc.
May 2009 - Oct 2010
HSBC SingaporeAVP - Premier Relationship Manager
Have been managing HNI Clientele relationship mainly of Singapore and Indonesia market. Responsible for market share growth for both this market using HSBC global premier proposition and by distributing investment products like, unit trusts, insurances, treasury products, alternate assets (structures & ELNs) and CASA. Achievement: Have attended the Year End Convention, held in Sir Lanka for being the top performer in the NRI Team for the year 2009. Was the highest contributor in the Team for year 2010 maintained till Oct 2011. Had the highest growth in the AUM and had the highest AUM in the Team..
Skills
Portfolio Management
Wealth management
Banking
Derivatives
Industry Knowledge
Mutual Funds
Cross Selling
Trading
Credit Risk
FX Options
Knowledges
- Analytical Thinking
- Customer Service
- Relationship Management
- Time Management
- Communication
- Problem-Solving
- Social Networking
- Flexibility