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

• 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

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.

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