Investment Advisor

2 days ago


Singapore Bank Julius Bär & Co. Ltd. Full time

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 opportunities## **YOUR CHALLENGE****GENERAL DESCRIPTION**The 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



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