FX & Precious Metals 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 FX & Precious Metals Specialist is a key member of the Private Banking Sales (Hong Kong) – FX & Precious Metals team in the Hong Kong, responsible for the sales and execution of FX and precious metals.

In this role, the primary responsibilities include generating and growing revenues by developing innovative product ideas and designing customised hedging, investment, and liquidity strategies using FX instruments. This role also requires the ensuring of fast and accurate execution of FX orders, while managing operational risks. Further, the individual shall ensure that a high quality of service is rendered to the Bank’s Direct Access Clients (DACs) and provide market insights as required. The role also requires collaborating closely with Relationship Managers and Investment Advisors to address the FX and precious metals needs of clients, including ensuring seamless trade execution, market insight delivery, and value-added service propositions.

The FX & Precious Metals Specialist reports to the Head of Private Banking Sales (Hong Kong) – FX & Precious Metals.

N.B: For the avoidance of doubt, any reference to function/team in this document refers to Private Banking Sales (Hong Kong) – FX & Precious Metals.

YOUR CHALLENGE

People management

• Contribute to the strengthening of the team spirit and the fostering of a collaborative work environment • Build highly impactful relationships with global and regional stakeholders across functions in the Bank

Client management (internal & external)

• Drive the end-to-end management of FX products (spot, forwards, options, structured products – AC/DC, TARF, and FX structured notes), from ideation and recommendations to pricing and lifecycle management, with a strong focus on investment performance and client outcomes • Provide proactive FX advisory services to front staff and DACs, providing actionable market insights, customised trading strategies, and robust risk management strategies tailored to individual client risk profiles and market conditions • Ensure the timely and accurate quoting and execution of FX orders, while managing operational risks effectively • Present curated market ideas and product variants during the Morning Meetings and in Group Head meetings, ensuring alignment with local demand and compliance standards • Conduct periodic market updates and educational workshops for Relationship Managers and Investment Advisors on FX developments impacting Ultra High Net Worth (UHNW) clients in the region • Regularly consult with front representatives to be kept updated of clients’ needs/demands and take appropriate measures to fulfil them, where relevant