Investment Advisor

time left to apply End Date: August 24, days left to apply)
job requisition id r-15415
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.
YOUR CHALLENGE
GENERAL DESCRIPTION
The Investment Advisor is member of the Investment Advisory (SG) - ISC/NRI & PBI and shall endeavour to fulfil the financial ambitions defined and outlined for the team by Head Investment Advisory Singapore. 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.
KEY FEATURES OF THE POSITION
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 Head Investment Advisory Singapore
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
SKILLS REQUIREMENTS OF THE POSITION
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 Europe
Linguistic proficiency in other European languages (Italian / German / French) & cultural awareness would be an advantage as the role is required to work with and support European clients where the main languages used in written and verbal communication are expected to be in Italian, German or French European languages
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 10 years' relevant experience in the financial industry, with background as an experienced Investment Advisor managing clients in ISC / NRI & PBI market
Possesses in-depth knowledge on the ISC / NRI & PBI 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
Regulatory
MAS licensed representative
CACS Papers 1 and 2 and RES 1B, 2B and CM-SIP
Familiar with regulatory expectations and requirements
Cross border rules and regulations
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