Senior Investment Advisor, Greater China

SCB-JULIUS BAER (SINGAPORE) PTE. LTD.; Singapore; On-site; SGD 120,000 - 230,000; Full time

Job summary

SCB-JULIUS BAER (SINGAPORE) PTE. LTD. seeks an Investment Advisor to work with Relationship Managers, delivering investment advice and asset allocation aligned with client risk profiles. You will actively manage client portfolios, conduct reviews, and support AUM growth while building cross‑bank relationships.

The role emphasizes risk management, regulatory compliance, and delivering value through deep GC market knowledge and strong client service.

Qualifications

• Strong academic education in economics, business, finance, or financial engineering.
• Additional professional certifications (CFA/ESG) are a plus.
• Experience in GC market preferred and knowledge across asset classes.

Responsibilities

• Provide top-notch investment and asset allocation advice to clients in GC market.
• Conduct regular portfolio reviews and adjust strategies per risk profile.
• Build strong relationships with internal Front teams and external clients.
• Support growing assets under management for the team.

Skills

Strong communication

Global team collaboration

Client-centric approach

Cultural awareness

Education

Bachelor's degree in economics/finance

CFA/ESG education a plus

Job description

SCB-JULIUS BAER (SINGAPORE) PTE. LTD. seeks an Investment Advisor to work with Relationship Managers, delivering investment advice and asset allocation aligned with client risk profiles. You will actively manage client portfolios, conduct reviews, and support AUM growth while building cross‑bank relationships.

The role emphasizes risk management, regulatory compliance, and delivering value through deep GC market knowledge and strong client service.