Julius Baer
Team Head LATAM & Iberia Investment Advisory(m/w/x)
Vollzeitnur vor OrtSenior
Zürich
Neuer Job?Nejo!
Dein persönlicher KI-Karriere-Agent
DEDeutsche Bank (Suisse) SA
Investment Manager for the LatAm team(m/w/x)
Zürich
VollzeitVor OrtSenior
Nejo KI-Zusammenfassung
Advising global financial institution clients on holistic portfolio construction and asset allocation, partnering with Relationship Managers. Multi-asset class portfolio management experience required. Comprehensive health and wellness support, including mental, physical, and stability programs.
Anforderungen
- Experience in portfolio construction and allocation
- Experience managing multi-asset class portfolios
- Experience in opportunistic idea-driven investing
- Ability to deliver capital market outlooks
- Ability to lead investment discussions
- Success in business building and attraction
- Fluency in discussing performance attribution
- Understanding of governing regulatory frameworks
- Ability to introduce existing client relationships
- Superior investment acumen
- Superior analytical and detail-oriented skills
- Excellent client-facing skills
- Excellent communication and collaboration skills
- Professional integrity
- Self-starter with teamwork ability
- CFA, MBA, or advanced degree
- Seven years relevant investment experience
- Fluency in Portuguese, Spanish and English
Aufgaben
- Act as the central contact for client investment needs
- Increase the share of wallet from existing clients
- Partner with Relationship Managers to serve defined portfolios
- Advise on holistic portfolio construction and asset allocation
- Deliver the CIO investment view to clients
- Assess and update client risk profiles regularly
- Ensure suitability and appropriateness of all client investments
- Perform all required investment and suitability checks
- Collaborate with Relationship Managers on account behavior and KYC
- Coordinate with portfolio managers and product specialists
- Identify opportunities across capital markets and alternative investments
- Manage risks while maximizing returns within regulations
- Identify needs for lending, deposits, and wealth planning
- Monitor and rebalance asset allocations based on CIO views
- Execute regular investment and business reviews with clients
- Support new client acquisition through pitches and presentations
- Adhere to all legal, ethical, and compliance guidelines
- Manage and flag potential reputational risks and conflicts
Berufserfahrung
- 7 Jahre
Ausbildung
- Master-Abschluss
Sprachen
- Portugiesisch – verhandlungssicher
- Spanisch – verhandlungssicher
- Englisch – verhandlungssicher
Tools & Technologien
- RDR
- MiFID II
Benefits
Mentale Gesundheitsförderung
- Mental health support
Sicherer Arbeitsplatz
- Stability support during illness
Gesundheits- & Fitnessangebote
- Physical health management support
- Preventive health measures
Ergonomischer Arbeitsplatz
- Healthy workplace environment
Sonstige Vorteile
- Financial goal support
- Future financial planning support
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens Deutsche Bank (Suisse) SA 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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DEDeutsche Bank (Suisse) SA
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Zürich
VollzeitVor OrtSenior
Nejo KI-Zusammenfassung
Advising global financial institution clients on holistic portfolio construction and asset allocation, partnering with Relationship Managers. Multi-asset class portfolio management experience required. Comprehensive health and wellness support, including mental, physical, and stability programs.
Anforderungen
- Experience in portfolio construction and allocation
- Experience managing multi-asset class portfolios
- Experience in opportunistic idea-driven investing
- Ability to deliver capital market outlooks
- Ability to lead investment discussions
- Success in business building and attraction
- Fluency in discussing performance attribution
- Understanding of governing regulatory frameworks
- Ability to introduce existing client relationships
- Superior investment acumen
- Superior analytical and detail-oriented skills
- Excellent client-facing skills
- Excellent communication and collaboration skills
- Professional integrity
- Self-starter with teamwork ability
- CFA, MBA, or advanced degree
- Seven years relevant investment experience
- Fluency in Portuguese, Spanish and English
Aufgaben
- Act as the central contact for client investment needs
- Increase the share of wallet from existing clients
- Partner with Relationship Managers to serve defined portfolios
- Advise on holistic portfolio construction and asset allocation
- Deliver the CIO investment view to clients
- Assess and update client risk profiles regularly
- Ensure suitability and appropriateness of all client investments
- Perform all required investment and suitability checks
- Collaborate with Relationship Managers on account behavior and KYC
- Coordinate with portfolio managers and product specialists
- Identify opportunities across capital markets and alternative investments
- Manage risks while maximizing returns within regulations
- Identify needs for lending, deposits, and wealth planning
- Monitor and rebalance asset allocations based on CIO views
- Execute regular investment and business reviews with clients
- Support new client acquisition through pitches and presentations
- Adhere to all legal, ethical, and compliance guidelines
- Manage and flag potential reputational risks and conflicts
Berufserfahrung
- 7 Jahre
Ausbildung
- Master-Abschluss
Sprachen
- Portugiesisch – verhandlungssicher
- Spanisch – verhandlungssicher
- Englisch – verhandlungssicher
Tools & Technologien
- RDR
- MiFID II
Benefits
Mentale Gesundheitsförderung
- Mental health support
Sicherer Arbeitsplatz
- Stability support during illness
Gesundheits- & Fitnessangebote
- Physical health management support
- Preventive health measures
Ergonomischer Arbeitsplatz
- Healthy workplace environment
Sonstige Vorteile
- Financial goal support
- Future financial planning support
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens Deutsche Bank (Suisse) SA 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
Deutsche Bank (Suisse) SA
Branche
FinancialServices
Beschreibung
The company has been a Global Hausbank for clients for over 150 years, offering services in Corporate, Private, Investment Banking, and Asset Management.
Noch nicht perfekt?
- Julius Baer
Team Head LATAM & Iberia Investment Advisory(m/w/x)
Vollzeitnur vor OrtSeniorZürich - Julius Baer
Team Head LATAM & Iberia Investment Advisory(m/w/x)
Vollzeitnur vor OrtSeniorZürich - Julius Baer
Team Head LATAM & Iberia Investment Advisory(m/w/x)
Vollzeitnur vor OrtSeniorZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
Team Head LATAM & Iberia Investment Advisory(m/w/x)
Vollzeitnur vor OrtSeniorZürich - 0877 Deutsche Bank (Suisse) SA
Senior MIT Advisor with Alternatives Focus(m/w/x)
Vollzeitnur vor OrtSeniorZürich