GPS Associate Programme - Investment Advisor (NRI & PBI) at BANK JULIUS BAER CO LTD

Singapore, , Singapore -

Full Time

Start Date

Immediate

Expiry Date

19 Mar, 26

Salary

0.0

Posted On

19 Dec, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Interpersonal Skills, Financial Analytical Skills, Communication Skills, Commercial Judgement, Business Acumen, Portfolio Construction, Investment Strategies, Client Management, Team Collaboration, Regulatory Compliance, Process Improvement, Mentorship, Networking, Presentation Skills, Problem Solving, Stakeholder Management

Industry

Banking

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. The GPS Associate Programme is a structured, two-year development journey designed for ambitious early-career professionals aiming to build a career in private banking. As part of the Client Coverage & Advisory team in Singapore, the individual will embark on a dynamic 18–24-month programme combining rotational assignments, intensive training, and mentorship with challenging projects and responsibilities. Through hands-on experience and continuous learning, the individual will develop the skills, network, and business acumen necessary to transition into a permanent role as an Investment Advisor within GPS upon successful completion. YOUR CHALLENGE General description Global Products & Solutions plays a central role in shaping client-focused investment strategies, developing innovative financial products, and providing expert advisory across all major asset classes. By aligning global insights with local needs, we empower relationship managers with tailored solutions that meet evolving client needs. The GPS Associate Programme is a structured, two-year development journey designed for ambitious early-career professionals aiming to build a career in private banking. As part of the Client Coverage & Advisory team in Singapore, the individual will embark on a dynamic 18–24-month programme combining rotational assignments, intensive training, and mentorship with challenging projects and responsibilities. Through hands-on experience and continuous learning, the individual will develop the skills, network, and business acumen necessary to transition into a permanent role as an Investment Advisor within GPS upon successful completion. During the programme, the individual will rotate through 2-3 teams within GPS, gaining broad exposure to different asset classes, portfolio construction approaches, and investment strategies. The individual will have the opportunity to work directly alongside seasoned specialists and subject-matter experts, contributing to day-to-day business activities. Further, the individual will receive continuous support via a dual mentorship model that pairs a senior mentor for career guidance and a buddy for day-to-day integration. The GPS Associate Programme: Investment Advisor reports to Head Client Coverage & Advisory (Singapore) – NRI & PBI. Key features of the position People management Contribute to the strengthening of the team spirit and the fostering of a collaborative work environment Build highly impactful relationships with global and regional stakeholders across functions in the Bank Client management (internal & external) Prepare client investment proposals and tailor portfolio and investment recommendations Support in client and prospect pitches (e.g. presentation materials, investment insights, market opportunities) Develop and assess innovative investment ideas aligned to clients’ investment objectives, needs, and risk profile Assist in preparing regular portfolio reviews and analysis Develop and maintain effective relationships with internal stakeholders and collaborate with external partners and vendors to ensure smooth execution of business operations Business management Support the team’s strategic objectives and operational goals, driving business outcomes and results Identify opportunities to enhance functional efficiency and productivity, proposing process improvements and workflow optimisations, where relevant/appropriate Regulatory responsibilities &/or risk management Meet all legal, regulatory, and compliance standards/requirements Adhere to the standards and expectations outlined in the relevant user manuals and guidelines Demonstrate 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 & social Able to effectively manage internal and external stakeholders from diverse backgrounds in a highly articulate and professional manner Strong interpersonal skills, empathic personality, charisma, and power of persuasion Open and approachable as well as displaying genuine interest in people Drive for results Strong ability for planning, organising, and communicating a clear vision Good judgement and ability to work under pressure Professional & technical 2-3 years of professional experience (including internships) Relevant higher educational and professional background (Banking, Finance, Business Administration, Economics, or a related discipline) Good command of financial analytical skills Strong command of verbal and written communication skills Strong commercial judgement, business acumen and a broad understanding of the financial markets and products Regulatory MAS licensed representative CACS Papers 1 and 2 and RES 1B, 2B and CM-SIP Familiarity with regulatory expectations and requirements Understanding of cross border rules and regulations We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site. Is this not quite what you are looking for? Set up a job alert by creating a candidate account here. The international reference in wealth management Julius Baer is the leading Swiss wealth management group. We focus on servicing and advising sophisticated private clients from around the world, taking into account what truly matters to them – in their business and personal life, today and for future generations. Headquartered in Zurich, we are present in around 60 locations worldwide, including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo. Why join Julius Baer? At Julius Baer our employees enjoy the benefits of a global company with the support and collegiality of a much smaller one. We are growing quickly, but we remain dedicated to maintaining our accessible structure with flat hierarchies, and approachable and supportive leaders. With offices around the world, we offer an international and stimulating work environment and the opportunity to work with a diverse team of highly motivated colleagues, bringing the best of the bank to our clients. Our core values of Care, Passion, and Excellence define the tone of how we interact with each other and our partners. Committed to your success Whether nurturing young talent with our renowned apprentice scheme, enabling ambitious university graduates to put theory into practice with our Graduate Programme, or providing first-class opportunities for experienced professionals, we look after our employees. We believe in continuous learning as a company and as individuals, which is why we put a focus on the health and well-being of our employees and offer flexible working options, a wide array of benefits, and extensive career development programmes. For more information visit www.juliusbaer.com or contact us via the Contact Form. For recruiting agents, please see the additional information here.

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Responsibilities

The individual will rotate through 2-3 teams within GPS, gaining exposure to different asset classes and investment strategies while preparing client investment proposals and supporting client pitches. They will also assist in portfolio reviews and collaborate with internal and external stakeholders to ensure smooth business operations.