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.

General description

The Investment Advisor is member of Client Coverage & Advisory (Singapore) – NRI & PBI and shall endeavour to fulfil the financial ambitions defined and outlined for the team by Head Client Coverage & Advisory (Singapore) – NRI & PBI.

In this capacity, the primary responsibilities involve working collaboration with Relationship Managers to actively provide clients with top-notch investment advice and asset allocation focused on investment performance. The individual 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, the individual shall contribute towards the assets under management growth ambitions for the team, 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

• Support the team’s strategic objectives and operational goals, driving business outcomes and results

• Work to fulfil the ambitions of the team defined by Head Client Coverage & Advisory (Singapore) – SEA

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

Regulatory responsibilities &/or 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

Skills requirements of the position

Personal & 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

• Linguistic proficiency & cultural awareness

Professional & 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 6 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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