Senior Investment Advisor, Greater China Growth & Advisory

Bank Julius Bär & Co. Ltd.; Singapore; On-site; SGD 150,000 - 260,000; Full time

Job summary

Julius Baer is seeking an Investment Advisor in Singapore to partner with Relationship Managers, delivering tailored investment advice and asset allocation that aligns with clients’ risk profiles. This role focuses on the Greater China segment, portfolio reviews, and proactive risk management to grow assets under management.

The ideal candidate has 7+ years in the financial industry, strong GC market knowledge, and a solid background in equities, fixed income, funds, and FX.

Qualifications

• Minimum 7 years’ relevant experience in the financial industry.
• Strong knowledge of Greater China market and assets across equities, fixed income, funds, SP and FX.
• Experience delivering investment advice with risk-aware asset allocation and performance focus.

Responsibilities

• Provide clients with top investment advice and asset allocation aligned to risk profiles.
• Lead regular portfolio reviews with Relationship Managers and clients.
• Collaborate with front-office to understand client needs and market opportunities.
• Ensure compliance with regulatory standards and internal risk controls.
• Represent the Bank’s interests and contribute to AUM growth.

Skills

Client management

Communication

Team collaboration

Problem solving

Stakeholder coordination

Mandarin Chinese

Education

Economics/Business/Finance or Financial Engineering degree

Job description

Julius Baer is seeking an Investment Advisor in Singapore to partner with Relationship Managers, delivering tailored investment advice and asset allocation that aligns with clients’ risk profiles. This role focuses on the Greater China segment, portfolio reviews, and proactive risk management to grow assets under management.

The ideal candidate has 7+ years in the financial industry, strong GC market knowledge, and a solid background in equities, fixed income, funds, and FX.