Julius Baer
Investment Advisor(m/w/x)
Vollzeitnur vor OrtBerufserfahren
Zürich
Neuer Job?Nejo!
Dein persönlicher KI-Karriere-Agent
JUJulius Baer
Investment Advisor – Focus on Emerging Markets Clients(m/w/x)
Zürich
VollzeitVor OrtBerufserfahren
Nejo KI-Zusammenfassung
Tailored investment proposals and analytical reports for emerging markets clients. CFA Charterholder or equivalent experience required. Focus on bespoke advice rooted in market expertise.
Anforderungen
- Bachelor's or Master's degree in Banking, Finance, Business Administration, Economics, or related discipline
- CFA Charterholder (or equivalent) or enrolled in CFA Exams
- CWMA Holder preferred
- Full professional fluency in English
- Deep understanding of Emerging Markets business culture and society
- Prior experience covering Emerging Markets clients or markets
- 3-5 years relevant professional experience in private banking, investment advisory, or similar financial services environment
- Entrepreneurial mindset, proactivity, self-driven, independent action
- Strong analytical and conceptual skills
- Ability to interpret complex financial information efficiently
- Excellent communication, interpersonal, and presentation abilities
- Client-focused approach
- Commitment to delivering high-quality service
- Methodical, detail-oriented, resilient under pressure
- Ability to meet tight deadlines without compromising precision
- Permanently based in Zürich (CH)
- Eligibility to work in Switzerland
- Eligibility to travel within Switzerland
Aufgaben
- Deliver tailored investment proposals
- Conduct in-depth portfolio performance reviews
- Produce analytical reports for strategic decisions
- Research and develop innovative investment solutions
- Evaluate portfolio construction methodologies
- Generate thematic research and regional recommendations
- Advise Emerging Markets clients on all asset classes
- Engage clients and prospects with high-impact presentations
- Collaborate with Relationship Managers on bespoke strategies
- Lead client meetings and advisory sessions
- Process trade transactions end-to-end
- Support senior investment advisors
- Execute buy/sell orders accurately and timely
- Monitor and resolve trade discrepancies
- Coordinate with custody, operations, and compliance
- Provide operational and administrative support
- Adhere to internal governance and regulatory standards
- Maintain client interaction and transaction records
- Stay updated on global market developments
- Leverage global research and expert insights
Berufserfahrung
- 3 - 5 Jahre
Ausbildung
- Bachelor-AbschlussODER
- Master-Abschluss
Sprachen
- Englisch – verhandlungssicher
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens Julius Baer erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
Noch nicht perfekt?
- Julius Baer
Investment Advisor(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
Investment Advisor – Focus on Polish Clients(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
Investment Advisor – Focus on Polish Clients(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich - Julius Baer
Investment Advisor – Focus on Polish Clients(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich
JUJulius Baer
Investment Advisor – Focus on Emerging Markets Clients(m/w/x)
Zürich
VollzeitVor OrtBerufserfahren
Nejo KI-Zusammenfassung
Tailored investment proposals and analytical reports for emerging markets clients. CFA Charterholder or equivalent experience required. Focus on bespoke advice rooted in market expertise.
Anforderungen
- Bachelor's or Master's degree in Banking, Finance, Business Administration, Economics, or related discipline
- CFA Charterholder (or equivalent) or enrolled in CFA Exams
- CWMA Holder preferred
- Full professional fluency in English
- Deep understanding of Emerging Markets business culture and society
- Prior experience covering Emerging Markets clients or markets
- 3-5 years relevant professional experience in private banking, investment advisory, or similar financial services environment
- Entrepreneurial mindset, proactivity, self-driven, independent action
- Strong analytical and conceptual skills
- Ability to interpret complex financial information efficiently
- Excellent communication, interpersonal, and presentation abilities
- Client-focused approach
- Commitment to delivering high-quality service
- Methodical, detail-oriented, resilient under pressure
- Ability to meet tight deadlines without compromising precision
- Permanently based in Zürich (CH)
- Eligibility to work in Switzerland
- Eligibility to travel within Switzerland
Aufgaben
- Deliver tailored investment proposals
- Conduct in-depth portfolio performance reviews
- Produce analytical reports for strategic decisions
- Research and develop innovative investment solutions
- Evaluate portfolio construction methodologies
- Generate thematic research and regional recommendations
- Advise Emerging Markets clients on all asset classes
- Engage clients and prospects with high-impact presentations
- Collaborate with Relationship Managers on bespoke strategies
- Lead client meetings and advisory sessions
- Process trade transactions end-to-end
- Support senior investment advisors
- Execute buy/sell orders accurately and timely
- Monitor and resolve trade discrepancies
- Coordinate with custody, operations, and compliance
- Provide operational and administrative support
- Adhere to internal governance and regulatory standards
- Maintain client interaction and transaction records
- Stay updated on global market developments
- Leverage global research and expert insights
Berufserfahrung
- 3 - 5 Jahre
Ausbildung
- Bachelor-AbschlussODER
- Master-Abschluss
Sprachen
- Englisch – verhandlungssicher
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens Julius Baer erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
Über das Unternehmen
Julius Baer
Branche
FinancialServices
Beschreibung
The company shapes the future of wealth management by empowering individuals to create value beyond wealth.
Noch nicht perfekt?
- Julius Baer
Investment Advisor(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich - Julius Baer
Investment Advisor(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
Investment Advisor – Focus on Polish Clients(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
Investment Advisor – Focus on Polish Clients(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich - Julius Baer
Investment Advisor – Focus on Polish Clients(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich