Full-timeFinance & accounting· Posted 4 Oct

Investment Advisor

Julius BaerApply on company site

Salary

Not stated by the company

When

Full-time hours

Where

Singapore

Apply on company site

How well do you match? See it now →

Free with a WorkJio account: we compare your profile with this job and show what you already meet.

Share with a friend

Start: Not stated
Work mode: On-site
Experience: Experienced

About the role

You will join the Client Coverage & Advisory team in Singapore, covering Greater China clients, and work closely with Relationship Managers to deliver investment advice and asset allocation. The role suits an experienced investment professional who is client-centric, comfortable working under pressure, and keen to help grow the team's assets under management.

What you'll do

Provide clients with investment and asset allocation advice alongside Relationship Managers, aiming for positive investment performance aligned to each client's needs and risk profile
Conduct regular portfolio reviews with clients and address any deficiencies promptly
Monitor client portfolios so that asset allocation and concentration or diversification match each client's risk profile and investment goals

Know someone for this? Share it

WhatsApp Telegram Facebook LinkedIn

Consult regularly with Front representatives to stay updated on client needs and take appropriate action

Represent and market the team to help attract growth in assets under management

Help fulfil the team's ambitions as defined by the Team Head

Review the function's practices regularly to keep efficiency and productivity at optimal levels

Meet all legal, regulatory and compliance standards and requirements

Follow all relevant Local User Manuals

Assess the function's practices regularly to mitigate associated risks

Demonstrate appropriate values and behaviours, including honesty, integrity, due care, fair dealing, conflict management, competence and continuous development

Contribute to team spirit and a collaborative work environment

Motivate and give guidance or feedback to other team members to improve overall performance

Good to know

Full-time role based in Singapore
Works within a global team setup
Covers the Greater China market

Requirements

Strong academic background in economics, business, finance or financial engineering
At least 7 years of relevant experience in the financial industry
Experience as an Investment Advisor managing Greater China market clients
In-depth knowledge of the Greater China market
Knowledge and experience across equities, fixed income, funds, structured products and FX
Strong fundamentals across all asset classes and investment products

Jio can write this application for you

Jio reads this job and your profile, then writes a short letter in your words. You read it, change anything, and send it yourself. Nothing is sent until you say so.

Apply on the company website

You will leave WorkJio. Never pay a fee or share your Singpass password, OTP or bank log-ins to apply.

Open application

Listed from Julius Baer’s own careers page and not yet verified by WorkJio. You apply on the company’s site. See all their roles.

Is this your company? Roles that show a salary rank higher on WorkJio. Claim or remove this listing

Julius Baer

Apply on site

Investment Advisor

About the role

What you'll do

Good to know

Requirements

More jobs like this

Relationship Manager, International Clients

Head, Regulations, WSCOO SG

Internal Auditor (IT and Security)

Billing and Settlement Operations Technical Lead

Accounts Officer

Associate, Financial Management