Strategic Investment Advisor – Greater China

Julius Baer; Singapore; On-site; SGD 120,000 - 190,000; Full time

Job summary

Julius Baer in Singapore seeks an Investment Advisor to collaborate with Relationship Managers, delivering tailored investment advice and asset allocation aligned to each client's risk profile and objectives.

You will actively help grow assets under management by providing proactive risk-aware recommendations while ensuring compliance with regulatory standards and internal controls, across multi-asset classes and local GC client needs.

Qualifications

• 7+ years of relevant experience in the financial industry.
• Experience managing GC market clients and knowledge of GC assets.
• Strong understanding of investment products and risk controls.

Responsibilities

• Provide top-notch investment and asset allocation advice to clients.
• Conduct regular portfolio reviews and address deficiencies promptly.
• Maintain relationships across the Bank to optimise client service.

Skills

Investment advisory

Portfolio reviews

Client management

Risk management

Education

Bachelor's degree in Economics/Finance

Job description

Julius Baer in Singapore seeks an Investment Advisor to collaborate with Relationship Managers, delivering tailored investment advice and asset allocation aligned to each client's risk profile and objectives.

You will actively help grow assets under management by providing proactive risk-aware recommendations while ensuring compliance with regulatory standards and internal controls, across multi-asset classes and local GC client needs.