Alternatives Specialist

Leadingnation; Hong Kong; On-site; HKD 900,000 - 1,300,000; Full time

Job summary

Julius Baer is seeking an Alternatives Specialist to join the Asia & Middle East team in Hong Kong. You will act as a center of excellence for alternative investments, driving asset growth and improving investment advice across UHNW clients.

You will collaborate with Relationship Managers, Investment Advisors and Fund Specialists to identify opportunities and promote solutions. Ideal candidates have 5–8+ years in alternative investments, a strong grasp of portfolio construction, and excellent

Qualifications

• 5–8+ years of experience in Alternative Investments, preferably Private Markets, Hedge Funds, or multi-alternative solutions
• Strong understanding of portfolio construction and asset allocation
• Ability to communicate complex investment concepts to clients and colleagues
• Excellent presentation, stakeholder management, and relationship-building skills
• Language skills: English, Mandarin and Cantonese
• HKMA/SFC licensed representation advantageous

Responsibilities

• Act as subject matter expert for Alternative Investments for RM, IA, FS and UHNW clients
• Drive adoption of alternative investments within client portfolios through advisory and asset allocation guidance
• Develop customized investment proposals and portfolio recommendations
• Partner with RMs and IAs to deliver investment advice during meetings, reviews, and prospecting
• Train RMs and IAs on alternative investments and thematic strategies
• Deliver investment updates to RMs/IAs during meetings and conferences
• Build relationships with alternative asset managers and industry partners
• Organise client events, seminars, and manager roadshows to showcase capabilities
• Record management duties for fund documentation
• Support team strategic objectives and translate market insights into actionable recommendations

Skills

Client management

People management

Stakeholder management

Presentation skills

Portfolio guidance

Communication

Drive for results

Team collaboration

Education

University degree

CPWP certification preferred

Job description

• Client management (internal & external)
• Drive for results
• Business management

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 Alternatives Specialist is member of the Alternatives Specialist team and shall endeavour to fulfil the ambitions defined and outlined for the team by Head of Alternatives Specialist (Asia & Middle East).

In this capacity, the individual serves as the Bank's center of excellence for alternative investments, helping to drive asset growth, enhance portfolio outcomes, and elevate the quality of investment advice delivered to clients.

Further, the individual shall work closely with the Relationship Managers (RM), Investment Advisors (IA) and Fund Specialists (FS), which aim to identify investment opportunities, delivering expert portfolio guidance, and promoting the effective adoption of alternative investment solutions across the client franchise.

The Alternatives Specialist reports to Head of Alternatives Specialist (Asia & Middle East).

N.B: For the avoidance of doubt, any reference to function/team in this document refers to Alternatives Specialists.

YOUR CHALLENGE

People management

• Contribute to the strengthening of the team spirit and the fostering of a collaborative work environment
• Record management duties of fund documentations as part of the team’s shared responsibilities

Client management (internal & external)

• Act as the subject matter expert for Alternative Investments, with a focus on Private Markets and Hedge Funds, serving as a trusted partner to RM, IA, FS and Ultra High Net Worth (UHNW) clients
• Drive the adoption of alternative investments within client portfolios by providing portfolio-based advisory and strategic asset allocation guidance to RMs, IAs, and clients
• Develop and maintain customized investment proposals and portfolio recommendations tailored to clients' investment objectives, risk profiles, and overall portfolio construction needs
• Partner closely with RMs and IAs to deliver sophisticated investment advice during client meetings, portfolio reviews, conference calls, and prospecting discussions
• Enhance the knowledge and advisory capabilities of RMs and IAs through regular training, product education, and guidance on positioning alternative investment solutions and broader thematic strategies
• Deliver presentations and investment updates to RMs, IAs, and other internal stakeholders during regular morning meetings, investment forums, and business updates across Asia and Middle East.
• Build and maintain strong relationships with alternative asset managers and industry partners to stay abreast of market developments, identify new investment opportunities, and support client engagement initiatives.
• Organise and host client events, investment seminars, conferences, and manager roadshows in partnership with third-party asset managers to showcase the Bank's alternative investment capabilities and thought leadership

Business management

• Support the team’s strategic objectives and operational goals, driving business outcomes and results
• Identify, evaluate, and champion investment opportunities and thematic ideas within the Bank's alternative investment offerings, translating market insights into actionable recommendations for clients and frontline teams
• Produce and distribute timely market commentaries, investment insights, and thematic publications covering alternative investments, macroeconomic developments, and portfolio strategy considerations

Regulatory responsibilities &/or risk management

• Meet all legal, regulatory and compliance standards/requirements
• Adhere to the standards and expectations outlined in the relevant user manuals and guidelines
• 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 & social

• Able to effectively manage internal and external stakeholders from diverse backgrounds in a highly articulate and professional manner
• Strong interpersonal skills, empathic personality, charisma, and power of persuasion
• Open and approachable as well as displaying genuine interest in people
• Drive for results
• Strong ability for planning, organising, and communicating a clear vision
• Good judgement and ability to work under pressure

Professional & technical

• University degree holder or above and professional background with 5~8+ years of experience in Alternative Investments, preferably covering Private Markets, Hedge Funds, or multi-alternative solutions within a private banking, wealth management, asset management, or institutional investment environment
• Strong understanding of portfolio construction, asset allocation, and the role of alternative investments within diversified client portfolios
• Demonstrated ability to communicate complex investment concepts effectively to clients, relationship managers, and investment professionals
• Excellent presentation, stakeholder management, and relationship-building skills
• Strong analytical, writing, and investment research capabilities
• Language Skills: English, Mandarin and Cantonese
• Certified Private Wealth Professional (CPWP) certification preferred

Regulatory

• HKMA / SFC licensed representative
• Familiar with regulatory expectations and requirements
• Cross border rules and regulations

MRC IN-SCOPE POSITION

This is an in-scope position under the Mandatory Reference Checking Scheme (MRC Scheme) whereby applicants will be required to undergo reference checks from previous/and or current employers (Authorized Institutions) covering the past seven years.

MRC Scheme is a standardized reference-checking arrangement that is designed to support the integrity of “authorized institutions” regulated by the Hong Kong Monetary Authority (HKMA). At a high level, the MRC Scheme requires an In-Scope Institution intending to hire an individual for certain relevant positions to conduct a mandatory reference check on that individual, by requesting information about them from each relevant former and current employer.

For more information, please visit Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks . A copy of FAQs for In-Scope Individuals is available upon request.