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 1824-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 1824-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.
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