Julius Baer
Team Head LATAM & Iberia Investment Advisory(m/w/x)
Vollzeitnur vor OrtSenior
Zürich
Neuer Job?Nejo!
Dein persönlicher KI-Karriere-Agent
JUJulius Baer
Team Head LATAM & Iberia Investment Advisory(m/w/x)
Zürich
VollzeitVor OrtSenior
Nejo KI-Zusammenfassung
Leading investment advisory teams for global clients at a Swiss private bank. Proven track record in cross-border advisory and team leadership required. Collaboration on recruitment and succession planning.
Anforderungen
- University degree in Finance, Economics, Business Administration, or related field
- CFA and/or additional certifications such as CAIA highly valued
- CWMA Holder
- Minimum 12+ years relevant experience in private banking or wealth management, ideally with cross-border advisory exposure
- Proven track record leading investment advisory teams, preferably in global or multi-jurisdictional setting
- Deep understanding of LATAM & Iberic cultural nuances and business practices, with existing familiarity with major wealth centres in LATAM & Iberia
- Native or near-native Spanish proficiency; Portuguese fluency strongly preferred
- Full professional command of English (written and spoken); German is an asset but not required
- Expertise across all major asset classes (equities, bonds, alternatives, hedge funds, private markets, structured products)
- Strong grasp of taxation principles (Swiss and international), estate planning considerations, anti-money laundering regulations
- Demonstrated ability to operate autonomously at executive level, exercising sound judgment under pressure
- Exceptional communication and storytelling skills, able to translate complexity into clarity for diverse audiences
- Technically adept with Bloomberg, Microsoft Office Suite, capable to quickly manage internal tools
- Natural leader who inspires trust and develops others with patience and fairness
- Diplomatic and discreet, with high sense of ethics and responsibility
- Curious mind with enduring passion for global markets and lifelong learning
- Resilient, solution-oriented, committed to operational precision
- Eligible to work in Switzerland and willing to travel internationally, including frequent trips to Latin America & Iberia
Aufgaben
- Lead and mentor investment advisors
- Promote collaboration and continuous learning
- Define and monitor performance targets
- Implement structured feedback mechanisms
- Collaborate on recruitment and succession planning
- Advocate for team resources and training
- Serve as lead advisor for top-tier clients
- Craft tax-efficient investment strategies
- Conduct portfolio diagnostics and asset allocation reviews
- Integrate macroeconomic and political insights
- Generate thematic investment ideas
- Ensure MiFID II compliance
- Deliver insightful client presentations
- Co-lead client meetings and discussions
- Travel to key LATAM & Iberia hubs
- Coordinate with local coverage teams
- Share market commentary and insights
- Liaise with Research and regional desks
- Contribute to client journey improvements
- Oversee trade execution and transaction management
- Ensure compliance with internal controls
- Work with Operations, Compliance, Legal, and Internal Audit
- Implement standardised operating procedures
Berufserfahrung
- 12 Jahre
Ausbildung
- Bachelor-Abschluss
Sprachen
- Spanisch – fließend
- Portugiesisch – verhandlungssicher
- Englisch – verhandlungssicher
- Deutsch – Grundkenntnisse
Tools & Technologien
- CFA
- CAIA
- CWMA
- Bloomberg
- Microsoft Office Suite
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?
- CH10 - BJB Bank Julius Baer & Co. Ltd.
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 - Deutsche Bank (Suisse) SA
Investment Manager for the LatAm team(m/w/x)
Vollzeitnur vor OrtSeniorZürich - Julius Baer
Investment Advisor(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich
JUJulius Baer
Team Head LATAM & Iberia Investment Advisory(m/w/x)
Zürich
VollzeitVor OrtSenior
Nejo KI-Zusammenfassung
Leading investment advisory teams for global clients at a Swiss private bank. Proven track record in cross-border advisory and team leadership required. Collaboration on recruitment and succession planning.
Anforderungen
- University degree in Finance, Economics, Business Administration, or related field
- CFA and/or additional certifications such as CAIA highly valued
- CWMA Holder
- Minimum 12+ years relevant experience in private banking or wealth management, ideally with cross-border advisory exposure
- Proven track record leading investment advisory teams, preferably in global or multi-jurisdictional setting
- Deep understanding of LATAM & Iberic cultural nuances and business practices, with existing familiarity with major wealth centres in LATAM & Iberia
- Native or near-native Spanish proficiency; Portuguese fluency strongly preferred
- Full professional command of English (written and spoken); German is an asset but not required
- Expertise across all major asset classes (equities, bonds, alternatives, hedge funds, private markets, structured products)
- Strong grasp of taxation principles (Swiss and international), estate planning considerations, anti-money laundering regulations
- Demonstrated ability to operate autonomously at executive level, exercising sound judgment under pressure
- Exceptional communication and storytelling skills, able to translate complexity into clarity for diverse audiences
- Technically adept with Bloomberg, Microsoft Office Suite, capable to quickly manage internal tools
- Natural leader who inspires trust and develops others with patience and fairness
- Diplomatic and discreet, with high sense of ethics and responsibility
- Curious mind with enduring passion for global markets and lifelong learning
- Resilient, solution-oriented, committed to operational precision
- Eligible to work in Switzerland and willing to travel internationally, including frequent trips to Latin America & Iberia
Aufgaben
- Lead and mentor investment advisors
- Promote collaboration and continuous learning
- Define and monitor performance targets
- Implement structured feedback mechanisms
- Collaborate on recruitment and succession planning
- Advocate for team resources and training
- Serve as lead advisor for top-tier clients
- Craft tax-efficient investment strategies
- Conduct portfolio diagnostics and asset allocation reviews
- Integrate macroeconomic and political insights
- Generate thematic investment ideas
- Ensure MiFID II compliance
- Deliver insightful client presentations
- Co-lead client meetings and discussions
- Travel to key LATAM & Iberia hubs
- Coordinate with local coverage teams
- Share market commentary and insights
- Liaise with Research and regional desks
- Contribute to client journey improvements
- Oversee trade execution and transaction management
- Ensure compliance with internal controls
- Work with Operations, Compliance, Legal, and Internal Audit
- Implement standardised operating procedures
Berufserfahrung
- 12 Jahre
Ausbildung
- Bachelor-Abschluss
Sprachen
- Spanisch – fließend
- Portugiesisch – verhandlungssicher
- Englisch – verhandlungssicher
- Deutsch – Grundkenntnisse
Tools & Technologien
- CFA
- CAIA
- CWMA
- Bloomberg
- Microsoft Office Suite
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
Julius Baer is a leading wealth management company focused on providing impactful, entrepreneurial, and empowered services to create value beyond wealth.
Noch nicht perfekt?
- 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 - Julius Baer
Team Head LATAM & Iberia Investment Advisory(m/w/x)
Vollzeitnur vor OrtSeniorZürich - Deutsche Bank (Suisse) SA
Investment Manager for the LatAm team(m/w/x)
Vollzeitnur vor OrtSeniorZürich - Julius Baer
Investment Advisor(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich