Investment Services & Products Generalist

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 for developing and implementing investment services and products strategies, driving business growth, and ensuring regulatory compliance, while providing expert-level support across multiple investment products and services. 

Your Challenge

• Product Management

• Part of JB India’s investment management team, which comprises onshore Portfolio Management (Discretionary, Non-Discretionary) as well as the Alternative Investment Fund (AIF) platform
• Supporting the Fund/Portfolio Management team with respect to various aspects of product design, strategy, communication, valuation, risk and compliance
• Investment controlling – ensuring compliance with internal guidelines/policies as well as regulations
• Working closely with central risk management and compliance with respect to monitoring of controls
• Working closely with legal for evaluating and implementing ongoing changes in regulations
• Working closely with operations and technology for process and platform enhancements
• Maintaining and monitoring portfolio valuation, ongoing co-ordination with valuation agencies
• Marketing collaterals for investment strategies across PMS/AIF platforms
• Support to investment management team with respect to offshore portfolio strategy
• Client Management (internal & external)
• Working closely with RMs, Business Heads for business development, demand generation, etc.
• Doing calls / meetings with clients, as and when needed

Your Profile

• Skills Requirements Of The Position

• Approx. 8-10 years' experience
• Relevant experience of investment management platforms – PMS and AIF
• Understanding of local regulatory landscape, legal documentation for PMS and AIF
• Good communication skills (verbal, written)
• Good collaboration skills

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.