Investment Support Specialist

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

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Level rates this role Little AI ●○○○: aI is not part of the work.
Level classifies it as a mid-level role.
Level lists 191 other open roles at Julius Baer.

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 Support Specialist is a member of the Investment Campaigns & Communications (IC&C) team and shall endeavour to fulfil the ambitions defined and outlined for the team by Head Investment Campaigns & Communications. He/she shall ensure active risk management and meet all regulatory and internal compliance expectations relating to the role.

The Investment Support Specialist is responsible for supporting the product, sales and communication initiatives of the Global Asset Class Specialists. Product recommendations and thematic ideas are disseminated across multiple channels and the core responsibilities of this role include supporting the coordination of the bi-weekly Morning Meeting Asia (MM Asia) and weekly Morning Meeting Middle East (MM ME). In addition, the incumbent will support the planning and execution of internal investment forums, fund update sessions, studio webcasts and video productions, and client events, including stakeholder coordination, event logistics and participant management.

To be successful in the role, the incumbent will need to develop strong and highly effective relationships with the specialist, research, and investment teams. The incumbent will need to be task oriented with a keen eye for detail and be able to independently drive the tasks and deliver results. The incumbent also needs to focus continuously on process improvements to deliver the tasks and drive efficiency.

The role reports to Head of Investment Campaigns & Communications based in Singapore.

YOUR CHALLENGE

People Management

Work collaboratively with the Global Asset Class Specialists and colleagues from Global Products & Solutions (GPS), Research, CIO, Marketing and Communications.

Client Management (internal)

Internal Forums coordination: Coordinate preparation calls, scheduling of online/offline sessions, consolidation of presentation materials and distribution of meeting summaries for the Bi-Weekly Morning Meeting Asia (MM Asia) and Weekly Morning Meeting Middle East (MM ME). Support the end-to-end execution of onsite coordination including MM Asia and bi-weekly Global Advisory Committee, meeting setup, presenter support and stakeholder management to ensure a seamless participant experience.
Lunch & Learns and Fund Update Coordination: Coordinate and administer Lunch & Learn Sessions and Webex Fund Update Sessions, including training room bookings, Webex setup coordination, distribution list management, meeting invitations, participant tracking and catering arrangements with fund houses.
Client Event Support: Support the planning and execution of client events, including preparation and distribution of Expression of Interest (EOI) communications, event registration, seat allocation, attendee tracking, seating plans, stakeholder coordination and post-event administration. Ensure all event-related communications and documentation comply with Marketing Communications requirements and internal compliance standards.
Studio Support: Coordinate and support the delivery of webcasts and video productions in the studio including scheduling, studio equipment and meeting setup, presenter and participant coordination, material preparation, attendance tracking and general administrative support.
Campaign Support: Provide administrative support for investment campaigns and business initiatives, including printing and preparation of materials, scheduling training sessions, arranging logistics and supporting campaign-related activities as required.

Business Management

Work to fulfil the ambitions of the team defined by the functional and administrative supervisors
Regular review of the function’s practices to ensure efficiency and productivity are kept at optimal levels

Compliance & Risk Management

Meet all legal, regulatory and compliance standards/requirements
Adhere to all relevant Local User Manuals
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
Good communication/coordination skills to deal with different levels of stakeholders
Highly motivated with integrative personality

Professional and Technical

Relevant higher educational and professional background with 2-3 years of working experience
Sound knowledge of financial markets and investment products
Proficiency in Desktop applications (e.g. Word, Excel, PowerPoint) and financial information/data systems (e.g. Bloomberg)
Represent the Bank’s and shareholders’ interests at all times
Strong commercial judgement, business acumen and sound understanding of global investment industry, markets and products
Language Skills: Fluency in English (oral and written)

Regulatory

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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How we rate this

Investment Support Specialist at Julius Baer rates 38 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.