Job offer
Investment Services & Products Generalist
The Investment Services & Products Generalist position at Julius Baer involves developing and implementing investment services and products strategies, monitoring compliance and supporting the investment management team. The focus is on driving business growth, communicating with clients and collaborating with various departments.
Job description
Overview
- Investment Services & Products Generalist
- Mumbai
- Full-time
Tasks
- Development and implementation of strategies for investment services and products
- Promotion of business growth
- Ensuring compliance with regulations
- Provision of expert support for various investment products and services
- In detail:
- Investment controlling - ensuring compliance with internal guidelines/policies and regulations
- Cooperation with central risk management and the compliance department in monitoring controls
- Cooperation with the legal department in the evaluation and implementation of changes in regulations
- Collaboration with the Operations and Technology departments on process and platform improvements
- Management and monitoring of portfolio valuation, ongoing coordination with valuation agencies
- Marketing materials for investment strategies on PMS/AIF platforms
- Supporting the investment management team with the offshore portfolio strategy
- Client Management (internal & external)
- Collaboration with relationship managers, managing directors on business development, demand generation, etc.
- Telephone calls/meetings with customers, if necessary
Requirements
- Approx. 8-10 years experience
We offer
- An international and dynamic working environment
How to apply?
- Online application via our application tool
- Further interesting vacancies on our careers website
Job details
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