Investment Advisor

Julius Baer is hiring an Investment Advisor in Singapore, Singapore. Level rates it ; you can apply on Julius Baer.

Level's read on this job

Little AI ●○○○ is how Level rates this role: aI is not part of the work.
Level classes it as a senior role.
Julius Baer has 190 other open roles on Level.

AI in this role

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 Investment Advisor is member of CC&A (Singapore) – Greater China (GC) and shall endeavour to fulfil the financial ambitions defined and outlined for the team by Team Head Client Coverage & Advisory (Singapore) - GC. 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.

YOUR CHALLENGE

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 Team Head Client Coverage & Advisory (Singapore) - GC
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

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 Greater China
Linguistic proficiency in Chinese Mandarin & cultural awareness would be an advantage as the role is required to work with and support GC clients.

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 7 years’ relevant experience in the financial industry, with background as an experienced Investment Advisor managing clients in GC market
Possesses in-depth knowledge on the GC 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

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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How we rate this

Investment Advisor at Julius Baer rates 36 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.

Classification

Little AI. AI is not part of the work.

●●●● Builds AI80 to 100
●●●○ Works on AI60 to 79
●●○○ Uses AI40 to 59
●○○○ Little AI0 to 39

Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.