Senior Investment Advisor – Greater China Wealth

Julius Baer; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

Julius Baer in Singapore seeks an Investment Advisor to join the CC&A (Singapore) – Greater China team. You will work with Relationship Managers to deliver tailored investment advice and asset allocation aligned with client risk profiles.

You will build strong client relationships, conduct portfolio reviews, contribute to assets under management growth, and ensure compliance with regulatory standards.

Qualifications

• Minimum 7 years’ experience in financial industry as Investment Advisor.
• Experience advising GC market clients.
• Deep knowledge of equities, fixed income, funds, SP and FX.
• Strong portfolio management and regulatory/compliance awareness.

Responsibilities

• Provide investment advice and asset allocation aligned to client risk profiles with Relationship Managers.
• Conduct regular portfolio reviews with clients and address deficiencies.
• Contribute to growth of assets under management for the team.
• Build relationships across the Bank to keep knowledge current and improve service.

Skills

Client-centric

Strong communication

Independent work

Team collaboration

Problem solving

Fast learner

Chinese Mandarin (advantage)

Education

Economics/Finance degree

CFA/ESG certification (plus)

Job description

Julius Baer in Singapore seeks an Investment Advisor to join the CC&A (Singapore) – Greater China team. You will work with Relationship Managers to deliver tailored investment advice and asset allocation aligned with client risk profiles.

You will build strong client relationships, conduct portfolio reviews, contribute to assets under management growth, and ensure compliance with regulatory standards.