Portfolio Manager

Bank Julius Bär & Co. Ltd.; Singapore; Vor Ort; SGD 120.000 - 180.000; Vollzeit

Zusammenfassung

Julius Baer seeks an experienced Portfolio Manager to support CIOO Asia & Middle East in expanding DPM across Asia, with focus on Greater China. You will construct and manage discretionary portfolios, engage clients in Mandarin and English, and collaborate with RMs to grow client opportunities.

The role demands a strong track record in multi-asset investing, proficiency with Bloomberg and Microsoft Office, and regulatory knowledge. CFA is advantageous; financial markets in Asia are your arena.

Qualifikationen

• 8–15 years in portfolio management, DPM mandates or multi-asset investing.
• Native/near-native Mandarin and strong English communication.
• Proficiency in PowerPoint, Excel and Word.

Aufgaben

• Construct and manage the Clients’ portfolios in line with objectives and risk profiles.
• Engage with clients in Business Mandarin and English, providing investment insights.
• Partner with RMs to originate and convert DPM opportunities in Greater China.
• Prepare investment proposals, portfolio reviews and client presentations.
• Ensure portfolios comply with mandate guidelines, regulations and policies.

Kenntnisse

Portfolio management

Client engagement

Bilingual Mandarin-English

Ausbildung

CFA (advantage)

CMFAS Module 3 & 6

CACS Papers 1 & 2

Tools

Bloomberg

PowerPoint

Excel

Word

Jobbeschreibung

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 Portfolio Manager (“PM”) is a member of the Chief Investment Officer Office (“CIOO”) Asia & Middle East Team, reporting to the Head of CIOO Asia & Middle East - Asia Equities Team. The role is responsible for supporting the expansion of the CIOO business across Asia, with a focus on driving growth in the Greater China segment. The PM will be accountable for the construction and management of Discretionary Portfolio Management (“DPM”) mandates, while partnering closely with Relationship Managers (“RMs”) to originate and convert client opportunities. The role will play a key part in delivering ambitious net new flow targets and establishing a scalable CIOO platform to support the business’s future growth across Asia. The PM should bring demonstrated experience in fund selection and distribution, as this expertise is critical to effectively positioning investment strategies, client engagement and driving adoption across the target market.

YOUR CHALLENGE

Key responsibilities include:

• Construct and manage the Clients’ portfolios in line with their stated objectives and risk profiles.
• Engage directly with clients in Business Mandarin and English, providing investment insights and portfolio updates.
• Partner with RMs to originate and convert DPM opportunities in Greater China.
• Prepare investment proposals, portfolio reviews and client presentations.
• Ensure portfolios comply with mandate guidelines, regulations and internal policies.

Key performance indicators include:

• Achievement of CIOO net new flow targets and growth in Asia.
• Portfolio performance and client satisfaction, especially in Greater China.
• Compliance with risk and operational standards.

KEY FEATURES OF THE POSITION

Client Management (internal & external)

• Strong client facing handling and inter-personal skills - demonstrate the ability to establish strong working relationships and the ability to interact effectively with, both internal and external clients or prospects.
• Stay abreast with general market trends

Regulatory Responsibilities &/OR Risk Management

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

• Strong team player with good maturity, excellent inter-personal skills and corporate discipline.
• Ability to prioritize, multi-task and manage stress in a dynamic environment.
• Possess a keen sense of ownership - ability to see assigned tasks to completion with minimal supervision
• Flexible and adaptable
• Self-driven and collaborative

Professional and Technical

• 8-15 years in portfolio management, DPM mandates or multi-asset investing.
• Excellent track record in multi-asset portfolio management and client advisory.
• Native/near-native Business Mandarin and strong English communication.
• Strong analytical, decision-making and problem-solving skills.
• Proficient in PowerPoint, Excel and Word.
• Completed the regulatory examinations such as CACS Paper 1 and 2, CMFAS Module 3 and Module 6
• CFA qualification is an advantage
• Bloomberg knowledge is a plus.

Regulatory

• MAS RNF registered representatives to perform the regulated activities in Fund Management
• Familiar with regulatory expectations and requirements

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, 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.