At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Lets shape the future of wealth management together.
YOUR CHALLENGE
GENERAL DESCRIPTION
The Associate Portfolio Manager is expected to provide support to a team of Portfolio Managers (PMs) in their day-to-day management of the Discretionary Portfolio Management (DPM) mandates offered by Bank Julius Baer (the Bank) to its high net worth individuals.
The main responsibilities of this Candidate include supporting the PMs in servicing and managing the Clients DPM portfolios, update and rebalance the model portfolio as needed, cash management, create the securities and FX orders entries using the Banks order management system and ensuring the Client portfolios adherence to the product-specific guidelines and Banks inhouse policies as First Line of Defence (1LOD).
The candidate is also expected to be involved in the Investment Proposal generation, Clients meeting materials preparation, respond to ad-hoc request from the Relationship Managers (RMs) as well as providing the general administrative support to the PMs.
He/she should have a strong analytical and problem solving skills and will be able to work independently with minimal supervision.
KEY FEATURES OF THE POSITION
Client Management (internal & external)
Actively engage and support the PM team in the daily activities and tasks assigned
Interact effectively with the PMs as well as internal clients from Relationship Management Team
Regulatory Responsibilities &/OR Risk Management
Support the PMs with their day-to-day management of the DPM mandates offered by the Bank, which includes order generation, cash management, investment monitoring to ensure Client portfolios adherence to the product-specific guidelines and the Banks in-house investment policies as First Line of Defence (1LOD)
Demonstration of appropriate values and behaviours including but not limited to standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulations
YOUR PROFILE
SKILLS REQUIREMENTS OF THE POSITION
Personal and Social
Strong team player with good maturity, excellent inter-personal skills and corporate discipline.
Ability to prioritize, multi-task and manage stress in a dynamic environment.
Possess a keen sense of ownership ability to see assigned tasks to completion with minimal supervision
Flexible and adaptable
Professional and Technical
University degree and sound academic background in Finance; ideally with 2-3 years of relevant working experience
Recent graduates with at least 1 year of relevant working experience and are welcome to apply
CFA qualification is an advantage
Completed the regulatory examinations such as CACS Paper 1 and 2, CMFAS Module 3 and Module 6
Good understanding of financial markets, financial products and industry landscape
Proficiency in Microsoft Word, Excel and Powerpoint. Macro and coding experience is a plus.
Regulatory
MAS RNF registered representatives to perform the regulated activities in Fund Management
Familiar with regulatory expectations and requirements
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