Associate Portfolio Manager

Associate Portfolio Manager (EMP/AM) page is loaded
Associate Portfolio Manager (EMP/AM) Apply locations Singapore time type Full time posted on Posted Today time left to apply End Date: August 31, days left to apply) job requisition id r-15881 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.
Responsible for supporting a team of Portfolio Managers in managing Discretionary Portfolio Management mandates, ensuring client portfolios adhere to product-specific guidelines and bank policies, and performing various administrative tasks. Support the day-to-day management of client portfolios and provide general administrative support to Portfolio Managers. Work independently with minimal supervision to complete assigned tasks.
YOUR CHALLENGE
GENERAL DESCRIPTION
The Associate Portfolio Manager is expected to provide support to a team of Portfolio Managers ("PMs") in their day-to-day management of the Discretionary Portfolio Management ("DPM") mandates offered by Bank Julius Baer (the "Bank") to its high net worth individuals.
The main responsibilities of this Candidate include supporting the PMs in servicing and managing the Clients' DPM portfolios, update the model portfolio as needed and ensuring the Client portfolios' adherence to the product-specific guidelines and Bank's inhouse policies as First Line of Defence ("1LOD").
The candidate is also expected to be involved in the Investment Proposal generation, Client's meeting materials preparation, ad-hoc request from the Relationship Managers ("RMs") as well as providing the general administrative support to the PMs.
The candidate needs to be proficient in Power point, Microsoft Word and Excel. He/she is expected to work closely with the Portfolio Managers ("PMs") and to deal with large amount of presentation materials.
Key performance indicators include efficiency and accuracies in completing both the tasks assigned and in handling the ad-hoc requests from the PM team. He/she should have a strong analytical and problem solving skills and will be able to work independently with minimal supervision.
KEY FEATURES OF THE POSITION
Client Management (internal & external)
Actively engage and support the PM team in the daily activities and tasks assigned
Interact effectively with the PMs as well as internal clients from Relationship Management Team
Regulatory Responsibilities &/OR Risk Management
Support the PMs with their day-to-day management of the DPM mandates offered by the Bank, which includes investment proposal generation, Client meeting materials preparation, investment monitoring to ensure Client portfolios' adherence to the product-specific guidelines and the Bank's in-house investment policies as First Line of Defence ("1LOD").
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
Strong team player with good maturity, excellent inter-personal skills and corporate discipline.
Ability to prioritize, multi-task and manage stress in a dynamic environment.
Possess a keen sense of ownership – ability to see assigned tasks to completion with minimal supervision
Flexible and adaptable
Professional and Technical
University degree and sound academic background in Finance; ideally with 2-3 years of relevant working experience
Recent graduates with at least 1 year of relevant working experience and are welcome to apply
CFA qualification is an advantage
Completed the regulatory examinations such as CACS Paper 1 and 2, CMFAS Module 3 and Module 6
Good understanding of financial markets, financial products and industry landscape
Proficiency in Microsoft Word, Excel and Powerpoint. Macro and coding experience is a plus.
Regulatory
MAS RNF registered representatives to perform the regulated activities in Fund Management
Familiar with regulatory expectations and requirements
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