Senior Investment Advisor - Private Banking & Wealth

BANK JULIUS BAER & CO. LTD.

Singapore

On-site

SGD 180,000 - 320,000

Full time

3 days ago

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Job summary

Bank Julius Baer & Co. Ltd. is seeking an Investment Advisor in Singapore within the Client Coverage & Advisory team.

You will deliver systematic and tailored investment recommendations based on clients' objectives, risk profiles and market conditions, with regular portfolio reviews and close collaboration with Front colleagues. You will maintain strong relationships with internal and external stakeholders, ensure regulatory compliance, and contribute to the team’s strategic objectives by

Qualifications

8+ years of experience in private banking or wealth management.
Ability to communicate complex investment concepts effectively to clients and colleagues.
Excellent presentation, stakeholder management and relationship-building skills.
MAS licensed representative or equivalent regulatory understanding.

Responsibilities

Provide systematic and tailor-made investment recommendations based on clients' objectives, strategies and risk profiles.
Maintain regular dialogue with Front representatives to align with client needs and market conditions.
Support Relationship Managers in client meetings and discussions.
Develop and assess innovative investment ideas aligned to clients' objectives and risk profiles.
Conduct regular portfolio reviews and collaborate with internal stakeholders and external partners for smooth execution.