Investment Support Specialist

BANK JULIUS BAER & CO. LTD.; Singapore; On-site; SGD 60,000 - 120,000; Full time

Job summary

BANK JULIUS BAER & CO. LTD. in Singapore seeks an Investment Support Specialist to assist the Investment Campaigns & Communications team by coordinating bi-weekly MM Asia and weekly MM ME, internal forums, and client events.

You will foster strong cross‑functional relationships with investment, research, and marketing teams, ensure compliance, and streamline processes to deliver timely materials and seamless events.

Qualifications

• Sound knowledge of financial markets and investment products.
• Fluent in English with strong written and spoken communication.
• Proficiency in desktop tools (Word, Excel, PowerPoint) and Bloomberg.
• Able to work independently and in a global team, delivering under pressure.

Responsibilities

• Coordinate preparation calls and scheduling of MM Asia and MM ME sessions.
• Administer Lunch & Learn and Webex Fund Update sessions with logistics.
• Plan and execute client events, including EOIs, registrations, and post-event follow-up.
• Support studio webcasts and video productions, including presenter coordination and materials.
• Provide campaign and administrative support, including materials printing and logistics.

Skills

Financial markets

English fluency

Communication

Problem solving

Teamwork

Education

Relevant higher education background

2-3 years of working experience

Tools

Bloomberg

Excel

PowerPoint

Word

Job description

GENERAL DESCRIPTION

The Investment Support Specialist is a member of the Investment Campaigns & Communications (IC&C) team and shall endeavour to fulfil the ambitions defined and outlined for the team by Head Investment Campaigns & Communications. He/she shall ensure active risk management and meet all regulatory and internal compliance expectations relating to the role.

The Investment Support Specialist is responsible for supporting the product, sales and communication initiatives of the Global Asset Class Specialists. Product recommendations and thematic ideas are disseminated across multiple channels and the core responsibilities of this role include supporting the coordination of the bi-weekly Morning Meeting Asia (MM Asia) and weekly Morning Meeting Middle East (MM ME). In addition, the incumbent will support the planning and execution of internal investment forums, fund update sessions, studio webcasts and video productions, and client events, including stakeholder coordination, event logistics and participant management.

To be successful in the role, the incumbent will need to develop strong and highly effective relationships with the specialist, research, and investment teams. The incumbent will need to be task oriented with a keen eye for detail and be able to independently drive the tasks and deliver results. The incumbent also needs to focus continuously on process improvements to deliver the tasks and drive efficiency.

The role reports to Head of Investment Campaigns & Communications based in Singapore.

KEY FEATURES OF THE POSITION

People Management

• Work collaboratively with the Global Asset Class Specialists and colleagues from Global Products & Solutions (GPS), Research, CIO, Marketing and Communications.

Client Management (internal)

• Internal Forums coordination: Coordinate preparation calls, scheduling of online/offline sessions, consolidation of presentation materials and distribution of meeting summaries for the Bi-Weekly Morning Meeting Asia (MM Asia) and Weekly Morning Meeting Middle East (MM ME). Support the end-to-end execution of onsite coordination including MM Asia and bi-weekly Global Advisory Committee, meeting setup, presenter support and stakeholder management to ensure a seamless participant experience.
• Lunch & Learns and Fund Update Coordination: Coordinate and administer Lunch & Learn Sessions and Webex Fund Update Sessions, including training room bookings, Webex setup coordination, distribution list management, meeting invitations, participant tracking and catering arrangements with fund houses.
• Client Event Support: Support the planning and execution of client events, including preparation and distribution of Expression of Interest (EOI) communications, event registration, seat allocation, attendee tracking, seating plans, stakeholder coordination and post-event administration. Ensure all event-related communications and documentation comply with Marketing Communications requirements and internal compliance standards.
• Studio Support: Coordinate and support the delivery of webcasts and video productions in the studio including scheduling, studio equipment and meeting setup, presenter and participant coordination, material preparation, attendance tracking and general administrative support.
• Campaign Support: Provide administrative support for investment campaigns and business initiatives, including printing and preparation of materials, scheduling training sessions, arranging logistics and supporting campaign-related activities as required.

Business Management

• Work to fulfil the ambitions of the team defined by the functional and administrative supervisors
• Regular review of the function’s practices to ensure efficiency and productivity are kept at optimal levels

Compliance & Risk Management

• Meet all legal, regulatory and compliance standards/requirements
• Adhere to all relevant Local User Manuals
• 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

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
• Good communication/coordination skills to deal with different levels of stakeholders
• Highly motivated with integrative personality

Professional and Technical

• Relevant higher educational and professional background with 2-3 years of working experience
• Sound knowledge of financial markets and investment products
• Proficiency in Desktop applications (e.g. Word, Excel, PowerPoint) and financial information/data systems (e.g. Bloomberg)
• Represent the Bank’s and shareholders’ interests at all times
• Strong commercial judgement, business acumen and sound understanding of global investment industry, markets and products
• Language Skills: Fluency in English (oral and written)

Regulatory

• Familiar with regulatory expectations and requirements
• Cross border rules and regulations