Job offer
Investment Services & Products Generalist
The Investment Services & Products Generalist at Julius Baer develops and implements strategies for investment services and products, drives business growth and ensures regulatory compliance. The Generalist also assists with portfolio management, marketing and client management.
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
- Strategy, communication, evaluation, risk and compliance
- Investment controlling - ensuring compliance with internal guidelines/policies and regulations
- Cooperation with central risk management and compliance in the monitoring of controls
- Cooperation with the legal department in the evaluation and implementation of changes in regulations
- Collaboration with Operations and Technology on process and platform improvements
- Maintenance 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 & 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
No specific benefits mentioned.How to apply?
- Application via the online application tool
- Other interesting vacancies on the careers website
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