Investment Specialist - Funds

Tasks

The Investment Specialists are responsible for providing expert advice, support, and guidance on the best investment products for clients and internal stakeholders, with a focus on bonds, equities, and alternative investments. In this role as product experts, they create recommendation lists, market updates, and conduct client and internal meetings.

Investment Specialist - Funds

The Investment Specialist - Funds is a member of the Funds Specialists team and is responsible for achieving the financial objectives of the team as defined and outlined by the Head Funds Specialists Singapore. He/she is responsible for ensuring active risk management and meeting all regulatory and internal compliance expectations related to the role.

Tasks in detail

The Investment Specialist - Funds works closely with Relationship Managers (RMs) and Investment Advisors (IAs) to provide up-to-date investment advice. The Funds Specialist aims to improve returns for clients by offering comprehensive solutions and a wide range of product selections from Julius Baer's investment universe. He/she identifies and generates a variety of liquid, active investment ideas in collaboration with Research and other Investment Specialists.

KEY FEATURES OF THE POSITION

• People Management: Contributing to strengthening team spirit and promoting a cooperative working environment
• Client management (on-site and remote): proactive promotion of current and new conviction fund ideas to the front line
• Business Management: Work to achieve the team's financial goals as defined by Head Funds Specialists Singapore
• Compliance & Risk Management: Fulfilment of all legal, regulatory, and compliance standards/requirements

Your profiles

SKILLS REQUIRED FOR THE POSITION

• Excellent interpersonal and communication skills to deal with different levels of stakeholders
• Strong presentation skills
• Solid analytical skills with good judgment and ability to work under pressure and multitask
• Customer and service oriented
• Good team player, open and approachable
• Self-motivated and proactive
• Ability to work independently and in a global team to take on initiatives with a positive attitude
• Fast learner and able to work under pressure to meet tight deadlines

Professional and Technical

• MAS-licensed representative
• Familiarity with regulatory expectations and requirements
• Cross-border rules and regulations
• CA(S) Papers 1 and 2, RES 12B, CM-ERP and CM-SIP or CM-CMP