Investment Support Specialist

Bank Julius Bär & Co. Ltd.; Singapore; On-site; SGD 70,000 - 110,000; Full time

Job summary

Julius Baer in Singapore seeks an Investment Support Specialist to bolster the Investment Campaigns & Communications team. You will coordinate bi-weekly MM Asia and weekly MM ME, support forums, fund updates, studio webcasts, and client events, while ensuring compliance and risk management.

You will develop strong relationships with investment, research, and product teams, handle logistics, and drive process improvements to deliver efficient outcomes in a fast-paced global environment.

Qualifications

• Fluency in English, both written and spoken.
• Solid understanding of financial markets and investment products.
• Ability to manage stakeholders and coordinate across teams.

Responsibilities

• Coordinate MM Asia and MM ME agendas, materials, and summaries.
• Support internal investment forums, fund updates, studio webcasts and client events.
• Assist with event logistics, registrations, seating, and post-event follow-ups.
• Provide admin support for campaigns and business initiatives with attention to compliance.

Skills

Fluent English

Financial markets knowledge

Stakeholder management

Problem solving

Education

Relevant higher education

Tools

Bloomberg

MS Office (Word/Excel/PowerPoint)

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 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.

YOUR CHALLENGE

• 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

YOUR PROFILE

• 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

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, Hong Kong, 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.

For more information visit www.juliusbaer.com or contact us via the Contact Form.