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Fund Advisory Trainee #SGUnitedJobs

  Company :     Working Hours :  

  Job Type :  

Part Time

  Salary :  

$2,400 - $2,400 / monthly

Job Description

At Julius Baer, we focus on servicing and advising sophisticated private clients from around the world, taking into account what truly matters to them – in their business and personal life, today and for future generations. As an employer of choice, Bank Julius Baer Singapore fosters entrepreneurial thinking and attracts creative and inspiring talents to our workforce. Our guiding principles of integrity, trust, performance, respect and responsibility summarise our approach to how we operate as a company. Join our dynamic organisation as a Julius Baer Trainee to position yourself for a career in Private Banking.


The Fund Advisory Trainee is a member of the Fund Specialists team and shall endeavour to fulfil the ambitions defined and outlined for the team by Head Funds Specialists APAC. He/she shall apply active risk management and meet all regulatory and internal compliance expectations relating to the role.

Funds is responsible for the overall strategy and definition of investment fund solutions in Asia, including Mutual Funds, Private Equity, Hedge Funds and Exchange Traded Funds. The team works closely with Relationship Managers (“RMs”) and clients to communicate key fund recommendations.

He/she shall support/participate in client outreach events, internal meetings as well as internal sales initiatives. The incumbent shall also build highly effective relationships across the Bank to maintain and improve knowledge of the business and its latest products and services to optimise service to clients

This is an immediate position for fresh graduates.


Trainee to be involved in:

  • Support senior fund specialists in data analytics using Bloomberg and Morningstar Direct
  • Assisting with preparation of client portfolio proposals in both English and Chinese. Strong communication and written skills in both English and Mandarin would be highly preferred
  • Assistance in answering daily requests from RMs
  • Preparation of email recommendations and marketing documents for RMs and clients
  • Liaising and coordinating with fund providers on internal and external RM/client events
  • Collection and presentation of data for business reporting purposes

Technical skills and competencies

Trainees will gain practical experience and knowledge and competencies in Fund Advisory team:

  • Learn how to analyze and interpret performance and portfolio data using Bloomberg, Morningstar Direct and other investment-related tools
  • Assess and recommend investment funds through mastering the basics of multi-asset classes and having a good understanding of investment fund strategies
  • Put together client portfolios using investment funds, taking into consideration clients’ risk/return expectations
  • Develop and present a comprehensive investment funds portfolio proposal to the team in both English and Mandarin
  • Develop teamwork, interpersonal skills and service orientation mindset
  • Develop / strengthen communication and problem solving skills


Singaporean and Permanent Resident


9 months

 Location: 7 STRAITS VIEW MARINA ONE EAST TOWER 018936.  How to get there?


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