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.

The Fund Specialist is member of the Fund Specialists team and shall endeavour to fulfil the ambitions defined and outlined for the team by Head of Fund Specialists (Hong Kong).

In this capacity, the individual shall select/identify and generates, together with Research and other Investment Specialists, variety of thematic investment ideas.

Further, the individual shall work closely with the Relationship Managers (RM), Investment Advisors (IA) and aim to ensure returns for clients by providing comprehensive solutions and wide range of product selection from Julius Baer’s investment universe.

The Fund Specialist reports to Head of Fund Specialists (Hong Kong).

YOUR CHALLENGE

People management