Job offer
Fund Specialist
The job posting describes a position as a Fund Specialist at Julius Baer in Hong Kong, in which the candidate will be responsible for advising clients on funds and investment strategies. The ideal candidate has at least 7 years of experience in the financial industry, particularly in fund advisory or investment advisory, and possesses excellent communication and leadership skills.
About the job
The Fund Specialist position is part of the Fund Specialists team and is intended to help achieve the team's goals and ambitions under the leadership of the Head of Fund Specialists (Hong Kong).Your challenge
The tasks include:- Employee Management: Fostering Team Spirit and a Collaborative Work Environment
- Client Management (Internal and External): Providing sound investment advice to clients, developing customized investment proposals, and offering support for alternative investments
- Business Management: Supporting the team's strategic and operational goals; identifying and recommending investment opportunities
- Regulatory responsibilities and risk management
Your responsibilities in detail
- Contribute to the strengthening of the team spirit and the fostering of a collaborative work environment
- Record management duties related to fund documentation as part of the team's shared responsibilities
- Provide timely and relevant investment advice to relationship managers (RMs), investment advisors (IAs), and ultra-high-net-worth (UHNW) clients, with a strong focus on portfolio construction and suitability
- Develop and maintain customized investment proposals tailored to clients' objectives, risk profiles, market conditions, and portfolio needs
- Strong ability to translate macroeconomic, market, and product insights from the CIO’s office and Research into practical investment recommendations for RM, IA, and UHNW clients
- Provide specialist support for alternative investments, with a preference for experience in private markets, private equity, private credit, hedge funds, and other non-traditional strategies
- Regularly review client holdings and identify portfolio-based switching ideas, fund replacement opportunities, and strategies to enhance managed portfolios
- Collaborate with RM and IA during regular client interactions, particularly when portfolio context, fund selection, and solution-based advisory are required
- Communicate with and educate RM and IA on how to position fund solutions across various asset classes through traditional mutual funds, ETFs, and alternative investments
- Impactful presentations to promote new fund launches, regular product updates, and top investment ideas to RM and IA teams in English, Mandarin, and Cantonese
Your profile
- Personality: effective, professional, empathetic, charismatic, and persuasive
- A drive to achieve results, good planning, organization, and communication
- Good judgment and ability to work under pressure
- A college degree and at least 7 years of experience in investment advisory, fund advisory, or product advisory
- Extensive knowledge of traditional funds, ETFs, portfolio construction, and asset allocation
- Experience in alternative investments is strongly preferred
- Language skills: English, Mandarin, and Cantonese
Job details
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