Investment Advisor

21 hours ago


Singapore Julius Baer Full time

Get AI-powered advice on this job and more exclusive features. 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 We aspire to have an investment advisor who brings deep expertise, strong client focus, and proactive risk management to enhance client value. 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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