Job offer
Investment Services & Products Generalist
The Investment Services & Products Generalist at Julius Baer is responsible for developing and implementing investment services and products strategies to drive business growth and ensure regulatory compliance. The Generalist will also assist in managing portfolios, communicating with clients and collaborating with various teams.
Job description
Overview
- Investment Services & Products Generalist
- Mumbai
- Full-time
Tasks
- Development and implementation of strategies for investment services and products
- Supporting business development and ensuring compliance with regulations
- Expert-level support for various investment products and services
- Specific tasks:
- Strategy, communication, evaluation, risk and compliance
- Investment controlling - ensuring compliance with internal guidelines/policies and regulations
- Cooperation with central risk management and compliance in monitoring controls
- Cooperation with legal experts in the evaluation and implementation of changes in regulations
- Collaboration with Operations and Technology on process and platform improvements
- Management and monitoring of portfolio valuations, 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 and external)
- Collaboration with relationship managers, business heads in business development, demand generation, etc.
- Telephone calls/meetings with customers as required
Requirements
- Approx. 8-10 years experience
We offer
- No specific benefits mentioned
Job details
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