FX & Precious Metals Specialist

Bank Julius Bär & Co. Ltd.; Hong Kong; On-site; HKD 900,000 - 1,400,000; Full time

Job summary

Bank Julius Bär & Co. Ltd. in Hong Kong is seeking an FX & Precious Metals Specialist within Private Banking Sales (Hong Kong).

You will drive revenue by developing innovative hedging, investment, and liquidity strategies using FX instruments and ensure fast, accurate execution of orders while managing operational risk. Collaboration with Relationship Managers and Investment Advisors is essential to address client FX and precious metals needs, deliver market insights, and provide value-added

Qualifications

• Relevant higher educational background in finance, economics, or business administration.
• Advanced qualifications (CFA/CAIA/FRM) are highly desirable.
• Experience in FX sales, trading or advisory within private banking/wealth management.

Responsibilities

• Drive end-to-end FX product management (spot, forwards, options, structured notes) with focus on performance and client outcomes.
• Provide proactive FX advisory services with market insights and tailored trading strategies.
• Ensure timely/accurate quoting and execution of FX orders while managing operational risks.
• Present market ideas and product variants in meetings to align with demand and compliance.

Skills

People management

Client management

FX advisory

Trade execution

Market insights

Stakeholder collaboration

Education

Finance/Economics degree

CFA/CAIA/FRM desirable

Tools

Dealing systems

Pricing tools

Job description

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 FX & Precious Metals Specialist is a key member of the Private Banking Sales (Hong Kong) – FX & Precious Metals team in the Hong Kong, responsible for the sales and execution of FX and precious metals. In this role, the primary responsibilities include generating and growing revenues by developing innovative product ideas and designing customised hedging, investment, and liquidity strategies using FX instruments. This role also requires the ensuring of fast and accurate execution of FX orders, while managing operational risks. Further, the individual shall ensure that a high quality of service is rendered to the Bank’s Direct Access Clients (DACs) and provide market insights as required. The role also requires collaborating closely with Relationship Managers and Investment Advisors to address the FX and precious metals needs of clients, including ensuring seamless trade execution, market insight delivery, and value-added service propositions. The FX & Precious Metals Specialist reports to the Head of Private Banking Sales (Hong Kong) – FX & Precious Metals. N.B: For the avoidance of doubt, any reference to function/team in this document refers to Private Banking Sales (Hong Kong) – FX & Precious Metals.

YOUR CHALLENGE

• People management Contribute to the strengthening of the team spirit and the fostering of a collaborative work environment Build highly impactful relationships with global and regional stakeholders across functions in the Bank
• Client management (internal & external) Drive the end-to-end management of FX products (spot, forwards, options, structured products – AC/DC, TARF, and FX structured notes), from ideation and recommendations to pricing and lifecycle management, with a strong focus on investment performance and client outcomes
• Provide proactive FX advisory services to front staff and DACs, providing actionable market insights, customised trading strategies, and robust risk management strategies tailored to individual client risk profiles and market conditions
• Ensure the timely and accurate quoting and execution of FX orders, while managing operational risks effectively
• Present curated market ideas and product variants during the Morning Meetings and in Group Head meetings, ensuring alignment with local demand and compliance standards
• Conduct periodic market updates and educational workshops for Relationship Managers and Investment Advisors on FX developments impacting Ultra High Net Worth (UHNW) clients in the region
• Regularly consult with front representatives to be kept updated of clients’ needs/demands and take appropriate measures to fulfil them, where relevant
• Business management Support the team’s financial and strategic objectives and operational goals, driving business outcomes and results
• Partner closely with product development teams and trading desks globally to customise offerings that reflect to regional market dynamics
• Identify opportunities to enhance functional efficiency and productivity, proposing process improvements and workflow optimisations, where relevant/appropriate
• 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 Demonstrate 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 with good judgement and ability to work under pressure.

Professional & technical Relevant higher educational and professional background in finance, economics, business administration, or related field; advanced qualifications (e.g. CFA, CAIA, FRM) highly desirable 7-10 years of experience, specifically in FX sales, trading, or advisory roles within private banking/wealth management, preferably with exposure to UHNW clients In-depth understanding of cash FX, OTC derivatives (vanilla and structured), precious metals, and FX structured notes Demonstrable track record of generating FX revenues in a client-advisory setting Strong understanding of the use of electronic pricing tools and dealing systems Excellent communication and presentation abilities, with fluency in English; Business Mandarin is a must; and Cantonese would be advantage Strong commercial judgement, business acumen and a broad understanding of the financial markets and products Regulatory HKMA licensed representative Familiarity with regulatory expectations and requirements Understanding of 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 HongKong 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 HongKong Association of Banks . A copy of FAQs for In‑Scope Individuals is available upon request.

The international reference in wealth management Julius Baer is the leading Swiss wealth management group. We focus on servicing and advising sophisticated private clients from around the world, taking into account what truly matters to them – in their business and personal life, today and for future generations.

Headquartered in Zurich, we are present in around 60 locations worldwide, including Bangkok, Dubai, Dublin, Frankfurt, Geneva, HongKong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo.

Why join Julius Baer?

At Julius Baer our employees enjoy the benefits of a global company with the support and collegiality of a much smaller one. We are growing quickly, but we remain dedicated to maintaining our accessible structure with flat hierarchies, and approachable and supportive leaders. With offices around the world, we offer an international and stimulating work environment and the opportunity to work with a diverse team of highly motivated colleagues, bringing the best of the bank to our clients.

Our core values of Care, Passion, and Excellence define the tone of how we interact with each other and our partners.

Committed to your success Whether nurturing young talent with our renowned apprentice scheme, enabling ambitious university graduates to put theory into practice with our Graduate Programme, or providing first‑class opportunities for experienced professionals, we look after our employees.

We believe in continuous learning as a company and as individuals, which is why we put a focus on the health and well‑being of our employees and offer flexible working options, a wide array of benefits, and extensive career development programmes.