Senior Investment Advisor for The Thai Joint

1 week ago

กรงเทพมหานคร, Thailand Julius Baer Full time

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 to close working collaboration with Relationship Managers to actively provide clients with top-notch investment advice and asset allocation focused on investment performance.

**YOUR CHALLENGE**:Discover our World-Class Wealth Management and Great Career Opportunities
- Learn the global investment product & platform from real experts
- Exposure to high/ultra-high net worth Thai clients (100+ Mio THB asset)
- Experience an international working environment

In a pioneering move to bring the best of global wealth management to Thailand, Siam Commercial Bank (SCB) and Julius Baer has established a strategic joint venture, to deliver the most relevant and impactful advice and solutions to the growing high net worth and ultra-high net worth client in Thailand.

**Job Descriptions**:

- Identify investment ideas and strategies according to each client’s investment preferences and risk profile within the context of company’s research and investment product/solutions universe.
- Provide, update and disseminate house views on a regular basis by identifying opportunities across different asset classes with sound rationale using fundamental/technical and any other qualitative analyses.
- Scope includes partnering with RMs to assist with client acquisition.
- Client portfolio implementation proposals, performance reviews and attend client meetings with RMs when necessary.
- Manage clients’ investment performance taking into account clients’ risk profile in order to develop a win-win situation for the clients and the company.

**YOUR PROFILE**:

- Be able to relocate to work in Bangkok, Thailand.
- Bachelor’s degree or higher in Business Administration, Finance and Banking, Accounting, Financial Engineering, or related fields
- 6-8 years of experiences in Wealth Business or related area.
- Good knowledge of multi-asset class investments with sound understanding of global financial markets.
- CFA, CFP, FRM or MBA (Finance or related field) is an advantage.
- Accustomed to working in other cultural/language environments and ability to relate to clients and colleagues with diverse backgrounds

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