CH10 - BJB Bank Julius Baer & Co. Ltd.
Investment Advisor – Focus on Polish Clients(m/w/x)
Vollzeitnur vor OrtBerufserfahren
Zürich
Neuer Job?Nejo!
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CHCH10 - BJB Bank Julius Baer & Co. Ltd.
Investment Advisor – Focus on Polish Clients(m/w/x)
Zürich
VollzeitVor OrtBerufserfahren
Nejo KI-Zusammenfassung
Tailored investment proposals and portfolio reviews for Polish private clients. Native Polish fluency and CWMA holder preferred. Company car for private use.
Anforderungen
- Master’s degree in Banking, Finance, Business Administration, Economics, or related discipline
- CWMA Holder preferred
- Native-level proficiency in Polish
- Full professional fluency in English
- Deep understanding of Polish business culture and society
- Prior experience covering Polish clients or markets
- 3–7 years relevant professional experience in private banking, investment advisory, or similar financial services environment
- Entrepreneurial mindset
- Proactive and self-driven nature
- Ability to act independently
- Strong analytical and conceptual skills
- Ability to interpret complex financial information efficiently
- Excellent communication abilities
- Excellent interpersonal abilities
- Excellent presentation abilities
- Client-focused approach
- Commitment to delivering high-quality service
- Methodical and detail-oriented approach
- Resilience 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 portfolio performance reviews
- Produce analytical reports
- Research innovative investment solutions
- Develop portfolio construction methodologies
- Evaluate investment solutions
- Contribute to idea generation
- Conduct thematic research
- Provide regional investment recommendations
- Serve as an investments advisor
- Provide holistic advice across asset classes
- Engage with clients and prospects
- Design high-impact presentations
- Deliver insight-driven presentations
- Collaborate with Relationship Managers
- Co-develop bespoke investment strategies
- Lead client meetings
- Lead advisory sessions
- Process trade transactions end-to-end
- Validate trade transactions
- Coordinate trade execution with middle/back office
- Confirm post-trade transactions
- Execute buy/sell orders
- Monitor trade lifecycles
- Resolve trade discrepancies
- Coordinate with custody and operations
- Coordinate with compliance units
- Provide operational support
- Provide administrative support
- Ensure client servicing workflows
- Adhere to internal governance standards
- Meet documentation requirements
- Comply with regulatory obligations
- Perform MiFID II appropriateness assessments
- Conduct suitability checks
- Maintain client interaction records
- Record investment rationales
- Maintain transaction histories
- Stay updated on market developments
- Stay updated on investment themes
- Stay updated on product innovations
- Stay updated on regulatory changes
- Leverage global research insights
- Enrich client conversations
Berufserfahrung
- 3 - 7 Jahre
Ausbildung
- Master-Abschluss
Sprachen
- Polnisch – fließend
- Englisch – verhandlungssicher
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens CH10 - BJB Bank Julius Baer & Co. Ltd. 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.
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CHCH10 - BJB Bank Julius Baer & Co. Ltd.
Investment Advisor – Focus on Polish Clients(m/w/x)
Zürich
VollzeitVor OrtBerufserfahren
Nejo KI-Zusammenfassung
Tailored investment proposals and portfolio reviews for Polish private clients. Native Polish fluency and CWMA holder preferred. Company car for private use.
Anforderungen
- Master’s degree in Banking, Finance, Business Administration, Economics, or related discipline
- CWMA Holder preferred
- Native-level proficiency in Polish
- Full professional fluency in English
- Deep understanding of Polish business culture and society
- Prior experience covering Polish clients or markets
- 3–7 years relevant professional experience in private banking, investment advisory, or similar financial services environment
- Entrepreneurial mindset
- Proactive and self-driven nature
- Ability to act independently
- Strong analytical and conceptual skills
- Ability to interpret complex financial information efficiently
- Excellent communication abilities
- Excellent interpersonal abilities
- Excellent presentation abilities
- Client-focused approach
- Commitment to delivering high-quality service
- Methodical and detail-oriented approach
- Resilience 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 portfolio performance reviews
- Produce analytical reports
- Research innovative investment solutions
- Develop portfolio construction methodologies
- Evaluate investment solutions
- Contribute to idea generation
- Conduct thematic research
- Provide regional investment recommendations
- Serve as an investments advisor
- Provide holistic advice across asset classes
- Engage with clients and prospects
- Design high-impact presentations
- Deliver insight-driven presentations
- Collaborate with Relationship Managers
- Co-develop bespoke investment strategies
- Lead client meetings
- Lead advisory sessions
- Process trade transactions end-to-end
- Validate trade transactions
- Coordinate trade execution with middle/back office
- Confirm post-trade transactions
- Execute buy/sell orders
- Monitor trade lifecycles
- Resolve trade discrepancies
- Coordinate with custody and operations
- Coordinate with compliance units
- Provide operational support
- Provide administrative support
- Ensure client servicing workflows
- Adhere to internal governance standards
- Meet documentation requirements
- Comply with regulatory obligations
- Perform MiFID II appropriateness assessments
- Conduct suitability checks
- Maintain client interaction records
- Record investment rationales
- Maintain transaction histories
- Stay updated on market developments
- Stay updated on investment themes
- Stay updated on product innovations
- Stay updated on regulatory changes
- Leverage global research insights
- Enrich client conversations
Berufserfahrung
- 3 - 7 Jahre
Ausbildung
- Master-Abschluss
Sprachen
- Polnisch – fließend
- Englisch – verhandlungssicher
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens CH10 - BJB Bank Julius Baer & Co. Ltd. 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.
Gefällt dir diese Stelle?
BetaDein Career Agent findet täglich ähnliche Jobs für dich.
Über das Unternehmen
CH10 - BJB Bank Julius Baer & Co. Ltd.
Branche
FinancialServices
Beschreibung
The company is focused on wealth management, providing personalized financial services and solutions to clients.
Noch nicht perfekt?
- 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)
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