Investment Advisor

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.

YOUR CHALLENGE

GENERAL DESCRIPTION

The Investment Advisor is member of the Investment Advisory (SG) - ISC/NRI & PBI and shall endeavour to fulfil the financial ambitions defined and outlined for the team by Head Investment Advisory Singapore. He/she shall ensure active risk management and meet all regulatory and internal compliance expectations relating to the role.

The role requires close working collaboration with Relationship Managers to actively provide clients with top-notch investment advice and asset allocation focused on investment performance. He/she shall generate positive client performance according to the clients’ respective risk profile, considering clients’ explicit requirements and adding perceived value by proactively managing risks and opportunities. Further, he/she shall contribute towards the assets under management growth ambitions for the team. The incumbent shall also build highly effective relationships across the Bank to maintain and improve knowledge of the business and its latest products and services to optimise service to clients.

KEY FEATURES OF THE POSITION

People Management

Contribute to the strengthening of the team spirit and the fostering of a collaborative work environment

Motivate and provide guidance/feedback to other team members to improve overall performance

Client Management (internal & external)

Actively provide clients with top notch investment and asset allocation optimisation advice, generating positive investment performance according to the clients’ needs and risk profile jointly with Relationship Managers

Conduct regular portfolio reviews with clients and addressing deficiencies promptly and effectively

Positively represent and market the team to help attract growth in assets under management

Regular consultation with Front representatives to be kept updated of clients’ needs/demands and take appropriate measures to fulfil them, where relevant

Business Management

Work to fulfil the ambitions of the team defined by Head Investment Advisory Singapore

Regular review of the function’s practices to ensure efficiency and productivity are kept at optimal levels

Compliance & Risk Management

Regular monitoring of clients’ portfolio to ensure asset allocation and concentration/diversification are in line with the respective client’s risk profile and investment goals

Meet all legal, regulatory and compliance standards/requirements

Adhere to all relevant Local User Manuals

Regular assessment of the function’s practices to mitigate associated risks arising out of and relating to the said function

Demonstration of appropriate values and behaviours including but not limited to standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulations

YOUR PROFILE

SKILLS REQUIREMENTS OF THE POSITION

Personal and Social

Able to work independently and in a global team setup to take on initiatives with a positive attitude

Client-centric approach for all deliverables

Able to quickly troubleshoot problems and provide effective solutions

Fast learner and able to work under pressure to meet tight deadlines

Strong communication/coordination skills to deal with different levels of stakeholders

Highly motivated with integrative personality

Sound affinity with the geographic market(s) to be covered – mainly Europe

Linguistic proficiency in other European languages (Italian / German / French) & cultural awareness would be an advantage as the role is required to work with and support European clients where the main languages used in written and verbal communication are expected to be in Italian, German or French European languages

Professional and Technical

Strong academic education in economics, business, finance, or financial engineering

Further education in financial markets (CFA, ESG etc.) is a plus

Professional with minimum 10 years’ relevant experience in the financial industry, with background as an experienced Investment Advisor managing clients in ISC / NRI & PBI market

Possesses in-depth knowledge on the ISC / NRI & PBI market, as well as knowledge and experience covering equities, fixed income, funds, SP and FX from perspective of the assigned client base groups

Strong fundamentals across all asset classes and investment products and experience in applying a global portfolio approach across all asset classes

Strong commercial judgement, business acumen and broad understanding of the financial market and products

Represent the Bank’s and shareholders’ interests at all times

Regulatory

MAS licensed representative

CACS Papers 1 and 2 and RES 1B, 2B and CM-SIP

Familiar with regulatory expectations and requirements

Cross border rules and regulations

We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site.

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