Portfolio Reviews Specialist

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 Portfolio Reviews Specialist Team is responsible for providing scalable support to improve portfolio advisory quality and support recurring revenues. He or she will be responsible for (i) providing inputs from an asset allocation perspective, (ii) review individual positions to identify risks and opportunities reflecting the view of the Global Asset Class Specialists, leveraging the value chain, (iii) help scale portfolio action based on Global Asset Class Specialists’ recommendations, and (iv) provide a more standardized advisory experience for Product & Securities Recommendation (PSR) and Advice Premium clients, and help retain and grow their assets with the Bank.

YOUR CHALLENGE

People Management

• Work collaboratively with the Global Asset Class Specialists and Relationship Managers to review and rebalance PSR Advice Premium client portfolios
• Motivate and provide guidance/feedback to other team members to improve the overall performance and productivity

Client Management (internal)

• Develop a scalable process to analyse PSR/Advice Premium client portfolios efficiently
• Develop and maintain a database of conviction ‘Buy’ ideas, as well as “Sell” recommendations
• Keep updated on changes in the Bank’s Research and CIO views
• Regular consultation with Global Asset Class Specialists for appropriate portfolio action at an asset class level
• Conduct discussions with Relationship Managers/Global Asset Class Specialists to align on client profile, preferences, etc. (pre-/post-review)
• Generate presentation materials (supplementary information, charts, tables, etc.) for Relationship Managers to discuss with their client

Business Management

• Work to fulfil the ambitions of the team defined by the functional and administrative supervisors
• Regular review of the function’s practices to ensure efficiency and productivity are kept at optimal levels

Compliance & Risk Management

• Meet all legal, regulatory and compliance standards/requirements
• Adhere to all relevant Local User Manuals
• Demonstration of 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

Personal and Social

• Able to work independently and in a global team setup to take on initiatives with a positive attitude
• Client-centric approach for all deliverables
• Able to quickly troubleshoot problems and provide effective solutions
• Fast learner and able to work under pressure to meet tight deadlines
• Good communication/coordination skills to deal with different levels of stakeholders
• Keen eye for detail when generating presentation materials
• Highly motivated with integrative personality

Professional and Technical

• Basic fundamentals of investment products and experience in applying a global portfolio approach across all asset classes
• Proficiency in Microsoft Office applications (e.g. Word, Excel, PowerPoint) and financial information/data systems (e.g. Bloomberg)
• Background in simple programming and quantitative analysis will be preferable
• Represent the Bank’s and shareholders’ interests at all times
• Strong commercial judgement, business acumen and sound understanding of global investment industry, markets and products
• Language Skills: English (oral and written) and a second language in Cantonese / Mandarin is required
• Certified Private Wealth Professional (CPWP) certification preferred

Regulatory

• HKMA/SFC licensed representative
• Familiar with regulatory expectations and requirements
• Cross border rules and regulations

*MRC IN-SCOPE POSITION

This is an in-scope position under the Mandatory Reference Checking Scheme (MRC Scheme) whereby applicants will be required to undergo reference checks from previous/and or current employers (Authorized Institutions) covering the past seven years. 

MRC Scheme is a standardized reference-checking arrangement that is designed to support the integrity of “authorized institutions” regulated by the Hong Kong Monetary Authority (HKMA).   At a high level, the MRC Scheme requires an In-Scope Institution intending to hire an individual for certain relevant positions to conduct a mandatory reference check on that individual, by requesting information about them from each relevant former and current employer. 

For more information, please visit Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks .  A copy of FAQs for In-Scope Individuals is available upon request.

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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