Investment Advisor

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.
Responsible for providing tailored investment advice and solutions to clients, supporting them in achieving their financial goals through portfolio management, market insights, and strategic recommendations.
YOUR CHALLENGE
General Description
The Investment Advisor is member of Client Coverage & Advisory (Singapore) – NRI & PBI and shall endeavour to fulfil the financial ambitions defined and outlined for the team by Head Client Coverage & Advisory (Singapore) – NRI & PBI.
In this capacity, the primary responsibilities involve working collaboration with Relationship Managers to actively provide clients with top-notch investment advice and asset allocation focused on investment performance. The individual sha...