{"id":1839883,"url":"https://alion.io/job/julius-baer-investment-advisor","title":"Investment Advisor","company":{"id":3384,"name":"Julius Baer","domain":"juliusbaer.com","url":"https://alion.io/company/juliusbaer","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":75,"open_postings":21,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":31,"computed_at":"2026-10-20T05:45:00Z"}},"role":"Finance","role_family":"Finance","seniority":"senior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Singapore"],"countries":["SG"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":47000,"max_usd":90000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":17},"experience_years_min":7,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-04T16:01:47Z","employer_posted_date":"2026-10-04","last_verified_at":"2026-10-20T10:56:42Z","board_verified":true,"closed_at":null,"days_open":15,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":15},"description":"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. Let’s shape the future of wealth management together.\nThe Investment Advisor is member of CC&A (Singapore) - Greater China (GC) and shall endeavour to fulfil the financial ambitions defined and outlined for the team by Team Head Client Coverage & Advisory (Singapore) - GC. He/she shall ensure active risk management and meet all regulatory and internal compliance expectations relating to the role.The role requires close working collaboration with Relationship Managers to actively provide clients with top-notch investment advice and asset allocation focused on investment performance. He/she shall generate positive client performance according to the clients’ respective risk profile, considering clients’ explicit requirements and adding perceived value by proactively managing risks and opportunities. Further, he/she shall contribute towards the assets under management growth ambitions for the team. The incumbent shall also build highly effective relationships across the Bank to maintain and improve knowledge of the business and its latest products and services to optimise service to clients.\nYOUR CHALLENGE\nPeopleManagement\nContribute to the strengthening of the team spirit and the fostering of a collaborative work environment\nMotivate and provide guidance/feedback to other team members to improve overall performance\nClient Management (internal & external)\nActively provide clients with top notch investment and asset allocation optimisation advice, generating positive investment performance according to the clients’ needs and risk profile jointly with Relationship Managers\nConduct regular portfolio reviews with clients and addressing deficiencies promptly and effectively\nPositively represent and market the team to help attract growth in assets under management\nRegular consultation with Front representatives to be kept updated of clients’ needs/demands and take appropriate measures to fulfil them, where relevant\nBusiness Management\nWork to fulfil the ambitions of the team defined by Team Head Client Coverage & Advisory (Singapore) - GC\nRegular review of the function’s practices to ensure efficiency and productivity are kept at optimal levels\nCompliance & Risk Management\nRegular monitoring of clients’ portfolio to ensure asset allocation and concentration/diversification are in line with the respective client’s risk profile and investment goals\nMeet all legal, regulatory and compliance standards/requirements\nAdhere to all relevant Local User Manuals\nRegular assessment of the function’s practices to mitigate associated risks arising out of and relating to the said function\nDemonstration 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\nYOUR PROFILE\nPersonal and Social\nAble to work independently and in a global team setup to take on initiatives with a positive attitude\nClient-centric approach for all deliverables\nAble to quickly troubleshoot problems and provide effective solutions\nFast learner and able to work under pressure to meet tight deadlines\nStrong communication/coordination skills to deal with different levels of stakeholders\nHighly motivated with integrative personality\nSound affinity with the geographic market(s) to be covered - mainly Greater China\nLinguistic proficiency in Chinese Mandarin & cultural awareness would be an advantage as the role is required to work with and support GC clients.\nProfessional and Technical\nStrong academic education in economics, business, finance, or financial engineering\nFurther education in financial markets (CFA, ESG etc.) is a plus\nProfessional with minimum 7 years’ relevant experience in the financial industry, with background as an experienced Investment Advisor managing clients in GC market\nPossesses in-depth knowledge on the GC market, as well as knowledge and experience covering equities, fixed income, funds, SP and FX from perspective of the assigned client base groups\nStrong fundamentals across all asset classes and investment products and experience in applying a global portfolio approach across all asset classes\nStrong commercial judgement, business acumen and broad understanding of the financial market and products\nRepresent the Bank’s and shareholders’ interests at all times\nWe arelooking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site.\nIs this not quite what you are looking for? Set up a job alert by creating a candidate account here.","description_format":"text","description_chars":4921,"description_truncated":false,"requirements":{"experience_years_min":7,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[{"language":"Chinese","level":"Advanced (C1)","optional":true}]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Commercial & Retail Banks","Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-10-04T16:01:47Z"}],"visa":[],"liveness":{"score":55,"band":"ok","label":"Likely open","p_open":1,"p_active":0.612,"p_room":0.9,"age_days":15,"expected_fill_days":31,"reasons":["conf:5","stale_co","velocity","win:mid","comp:brand"],"computed_at":"2026-10-20T05:45:00Z"},"pay":null,"html_url":"https://alion.io/job/julius-baer-investment-advisor","json_url":"https://alion.io/job/julius-baer-investment-advisor.json","meta":{"generated_at":"2026-10-20T12:12:35Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":13524,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-21T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":3384},"rest":"https://alion.io/mcp/rest/get_company?id=3384"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fjulius-baer-investment-advisor"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fjulius-baer-investment-advisor"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fjulius-baer-investment-advisor"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/julius-baer-investment-advisor\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fjulius-baer-investment-advisor"}]}