PortfolioManager

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 managing and monitoring investment portfolios, developing and implementing investment strategies, working closely with clients and stakeholders to achieve investment objectives, providing expert advice on investment matters and ensuring compliance with regulations and firm policies. ## **YOUR CHALLENGE** **GENERAL DESCRIPTION** The Portfolio Manager (“PM”) is a member of CIO Office (“CIOO”) in Asia, reporting to the **Head of CIOO Asia & Middle East Multi-Asset Class Team**. The role is required to support the expansion of the CIOO business in Asia, with a focus on growth in the Greater China segment. The PM is accountable for portfolio construction and management of Discretionary Portfolio Management (“DPM”) mandates while partnering with Relationship Managers (“RMs”) to originate and convert client opportunities. He/She will play a key role in delivering ambitious net new flow targets and building a scalable CIOO platform for future growth in Asia. **Key responsibilities include:** * Construct and manage multi-asset portfolios in line with their stated objectives and risk profiles. * Develop both strategic and tactical asset allocation for bespoke mandates. * Engage directly with clients in Business Mandarin and English, providing investment insights and portfolio updates * Partner with RMs to originate and convert DPM opportunities in Greater China. * Prepare investment proposals, portfolio reviews and client presentations in both English and Business Mandarin * Ensure portfolios comply with mandate guidelines, regulations and internal policies. **Key performance indicators include:** * Achievement of CIOO net new flow targets and growth in Asia. * Portfolio performance and client satisfaction, especially in Greater C