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, particularly bonds, equities, funds, and alternative investments. As product experts, they create recommendation lists, market comprehensive solutions, and advise on a wide range of product selections from Julius Baer's investment universe.

Requirements

The position requires:

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

We offer

The position offers the opportunity to be part of a team focused on providing expert advice and support to clients and internal stakeholders. The Investment Specialist - Funds will work closely with relationship managers, investment advisors, and other investment specialists to provide comprehensive solutions and a wide range of product selections.

Profile

The ideal candidate will have:

• Relevant professional qualifications
• 2+ years of experience in a similar role
• SFA registration or eligibility
• Familiarity with regulatory expectations and requirements
• Knowledge of cross-border rules and regulations
• CA(S) Papers 1 and 2, RES 125, CFA-EP, and CM-SIP or CM-CMP