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.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 opportunitiesYOUR CHALLENGEGeneral DescriptionThe Investment Advisor is member of CC&A (Singapore) – SEA and shall endeavour to fulfil the financial ambitions defined and outlined for the team by Head Client Coverage & Advisory (Singapore) - SEA. 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 POSITIONPeople ManagementContribute to the strengthening of the team spirit and the fostering of a collaborative work environmentMotivate and provide guidance/feedback to other team members to improve overall performanceClient 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 ManagersConduct regular portfolio reviews with clients and addressing deficiencies promptly and effectivelyPositively represent and market the team to help attract growth in assets under managementRegular consultation with Front representatives to be kept updated of clients’ needs/demands and take appropriate measures to fulfil them, where relevantBusiness ManagementWork to fulfil the ambitions of the team defined by Head Client Coverage & Advisory (Singapore) - SEARegular review of the function’s practices to ensure efficiency and productivity are kept at optimal levelsCompliance & 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 goalsMeet all legal, regulatory and compliance standards/requirementsAdhere to all relevant Local User ManualsRegular assessment of the function’s practices to mitigate associated risks arising out of and relating to the said functionDemonstration 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 regulationsYOUR PROFILESkills Requirements Of The PositionPersonal and SocialAble to work independently and in a global team setup to take on initiatives with a positive attitudeClient-centric approach for all deliverablesAble to quickly troubleshoot problems and provide effective solutionsFast learner and able to work under pressure to meet tight deadlinesStrong communication/coordination skills to deal with different levels of stakeholdersHighly motivated with integrative personalitySound affinity with the geographic market(s) to be covered – mainly South East AsiaLinguistic proficiency in Bahasa Indonesia & cultural awareness would be an advantage as the role is required to work with and support SEA clients including with Indonesian clientsProfessional and TechnicalStrong academic education in economics, business, finance, or financial engineeringFurther education in financial markets (CFA, ESG etc.) is a plusProfessional with minimum 10 years’ relevant experience in the financial industry, with background as an experienced Investment Advisor managing clients in SEA marketPossesses in-depth knowledge on the SEA market, as well as knowledge and experience covering equities, fixed income, funds, SP and FX from perspective of the assigned client base groupsStrong fundamentals across all asset classes and investment products and experience in applying a global portfolio approach across all asset classesStrong commercial judgement, business acumen and broad understanding of the financial market and productsRepresent the Bank’s and shareholders’ interests at all timesRegulatory MAS licensed representativeCACS Papers 1 and 2 and RES 1B, 2B and CM-SIPFamiliar with regulatory expectations and requirements Cross border rules and regulationsWe are looking forward to receiving your full job application through our online application tool. 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