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Fund Specialist needed in Hong K‑Ong—drive asset allocation, portfolio construction and fund advisory for UHNW clients.
Focus on alternative investments, comply with regulatory standards, and champion innovative fund solutions.
Title: Fund 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.
PRINCIPALES FUNCIONES
People management
Contribute to the strengthening of the team spirit and the fostering of a collaborative work environment
Record management duties of fund documentations as part of the team’s shared responsibilities
Client management (internal & external)
Provide timely and relevant fund advisory to RM, IA, and Ultra High Net Worth (UHNW) clients, with a strong focus on portfolio construction and suitability
Develop and maintain customized investment proposals tailored to client objectives, risk profiles, market conditions, and portfolio needs
Strong ability to translate macroeconomic, market, and product views from CIO office and Research into practical investment recommendations for RM, IA, and UHNW clients
Provide specialist support on alternative investments, with a preference for experience in private markets, private equity, private credit, hedge funds, and other non-traditional strategies
Regularly review client holdings and identify portfolio-based switch ideas, fund replacement opportunities, and managed portfolio enhancement strategies
Partner with RM and IA during regular client contacts, particularly where portfolio context, fund selection, and solution-based advisory are required
Communicate and educate RM and IA on positioning fund solutions across various asset classes via traditional mutual funds, ETFs, and alternative investments
Impactful presentations to promote new fund launches, regular product updates, and topical investment ideas to RM and IA teams in English, Mandarin, and Cantonese
Business management
Support the team’s strategic objectives and operational goals, driving business outcomes and results
Identify, select, and recommend investment opportunities across traditional funds, ETFs, and alternative investments within Julius Baer’s offered investment universe
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
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 & 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
University degree holder or above and professional background with 7+ years of experience in fund advisory, fund selection, investment advisory, or product specialist roles within private banking, wealth management, asset management, or investment platforms
Strong understanding of traditional funds, ETFs, portfolio construction, and asset allocation.
Experience in alternative investments is highly preferred
Ability to provide advisory to the business
Strong commercial judgement, business acumen and broad understanding of the financial market and products
Language Skills: English, Mandarin and Cantonese
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
*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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