Full-timeFinance & accounting· Posted 4 Oct

Portfolio Manager

Julius BaerApply on company site

Salary

Not stated by the company

When

Full-time hours

Where

Singapore

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

About the role

A portfolio manager role within the Chief Investment Officer Office for Asia and the Middle East, based in Singapore and reporting to the head of the Asia equities team. The position supports the growth of the discretionary portfolio management business across Asia, with particular focus on the Greater China segment. It suits an experienced investment professional who is comfortable working directly with clients and relationship managers.

What you'll do

Build and manage client portfolios according to their objectives and risk profiles
Meet clients directly in Business Mandarin and English, sharing investment views and portfolio updates
Work with relationship managers to originate and convert discretionary portfolio management opportunities in Greater China
Put together investment proposals, portfolio reviews and client presentations

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Keep portfolios aligned with mandate guidelines, regulations and internal policies

Track market trends and maintain strong relationships with internal and external clients and prospects

Uphold standards on honesty, integrity, due care, fair dealing, conflicts of interest, competence and risk management

Good to know

Full-time position based in Singapore
Reporting line is to the Head of CIOO Asia & Middle East – Asia Equities Team

Requirements

8–15 years in portfolio management, discretionary portfolio management mandates or multi-asset investing
Strong track record in multi-asset portfolio management and client advisory
Native or near-native Business Mandarin and strong English communication
Strong analytical, decision-making and problem-solving skills
Proficient in PowerPoint, Excel and Word
Completed regulatory examinations such as CACS Paper 1 and 2, CMFAS Module 3 and Module 6

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Julius Baer

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Portfolio Manager

About the role

What you'll do

Good to know

Requirements

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