Team Head Investment Management
vor 2 Wochen
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 a disciplined and active management of client assets and aims at achieving consistent and risk-adjusted investment performance. The organisation's objective is to strengthen the division’s operating model and enhance its offering to cater to the needs of private clients. Asia Chief Investment Officer (“Asia CIO”) plays a key managerial role in leading the Asia Investment team to meet the business objective and building the solution offering. Asia CIO is responsible for developing and growing the discretionary solutions in Asia Pacific and also to anchor the house view on investment assets. With a strong collaboration across the IM division globally, Asia CIO ensures the employment of an effective, consistent and well-organized investment process within the team.
**YOUR CHALLENGE**:
- Manage a small team of Portfolio Managers
- Analyze and optimize aggregated client portfolios along the client’s preferences and restrictions
- Provide excellent investment solutions and services to existing and prospective UNHWI clients
- Cover all major financial asset classes: bonds, equities, currencies, alternative investments, commodities, and external funds
- Demonstrate a thorough understanding of the Bank’s investment strategy at the service of the client
- Develop and maintain a close cooperation with Relationship Managers and other IWMS teams
- Support investment proposals based on analyzed and optimized portfolios and participate in client meetings as investment expert
- Comply with investment guidelines and restrictions
- Ensure delivery of required risk management, investment optimization and other analytics to clients and prospects
- Ensure delivery of required standard and customized reporting
- Play an active role in acquisition in cooperation with private bankers and other units
**YOUR PROFILE**:
- Bachelor’s degree (mathematics, economics, quantitative finance, research, computer science or management science), ideally holding a CEFA, CFA, FRM or similar degree
- Min. 10 years of experience in Portfolio Management or similar function with a strong client exposure
- Strong understanding of financial markets and portfolio management with the technical expertise and ability to discuss a broad spectrum of asset classes in a credible manner
- Proven experience of working as an outstanding investment advisor / portfolio manager
- Proven managerial experience
- Demonstrable pitching capacity
- Very strong client facing and interpersonal skills
- Thorough understanding of clients’ and Private Bankers’ needs
- Ability to work in an entrepreneurial, delivery-focused environment
- Team-oriented personality with attention to detail
- Excellent negotiation skills and diplomacy
- Demonstrable ability for delivering top quality results and customer care
- Well organized, analytical, and capable of handling multiple ad hoc requests simultaneously
- Capable of adjusting to fluctuating workload and withstanding pressure of deadlines.
- Communication and proven client management skills with the ability to express complex ideas in a clear and comprehensive manner
- Fluent in French and English; other languages (German, Spanish, Italian, etc.) an asset
Contact:
Stéphanie Bachofner
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