CH10 - BJB Bank Julius Baer & Co. Ltd.
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 advisors for LATAM & Iberia private clients, fostering collaboration and setting performance targets. 12+ years cross-border advisory experience required. Structured feedback mechanisms, recruitment collaboration.
Anforderungen
- University degree in Finance, Economics, Business Administration, or related field
- CFA and/or additional certifications like CAIA
- CWMA Holder
- 12+ years relevant experience in private banking or wealth management
- Exposure to cross-border advisory
- Proven track record leading investment advisory teams
- Experience in global or multi-jurisdictional setting
- Deep understanding of LATAM & Iberic cultural nuances and business practices
- Familiarity with major wealth centres in LATAM & Iberia
- Native or near-native Spanish proficiency
- Portuguese fluency strongly preferred
- Full professional command of English
- German language skills (asset)
- Expertise across all major asset classes
- Strong grasp of taxation principles (Swiss and international)
- Estate planning considerations knowledge
- Anti-money laundering regulations knowledge
- Ability to operate autonomously at executive level
- Sound judgment under pressure
- Exceptional communication skills
- Storytelling skills
- Ability to translate complexity into clarity
- Technical adeptness with Bloomberg
- Technical adeptness with Microsoft Office Suite
- Ability to manage internal tools
- Natural leader
- Ability to inspire trust
- Ability to develop others with patience and fairness
- Diplomatic and discreet
- High sense of ethics and responsibility
- Curious mind
- Passion for global markets
- Lifelong learning
- Resilient
- Solution-oriented
- Committed to operational precision
Aufgaben
- Lead and mentor investment advisors for LATAM & Iberia
- Promote collaboration and continuous learning
- Set performance targets and monitor key metrics
- Implement structured feedback mechanisms
- Collaborate on recruitment and succession planning
- Advocate for resources and strategic alignment
- Serve as lead advisor for top-tier clients
- Craft tax-efficient and culturally attuned investment strategies
- Conduct portfolio diagnostics and asset allocation reviews
- Integrate macroeconomic outlooks and political developments
- Generate thematic investment ideas
- Ensure MiFID II compliance and transparent documentation
- Deliver insightful client presentations
- Co-lead client meetings and transition planning
- Travel to key LATAM & Iberia hubs
- Coordinate with local coverage teams
- Share market commentary and client insights
- Liaise with Research and regional desks
- Refine investment views and identify shifts
- Contribute to client journey improvements
- Oversee trade execution and transaction management
- Ensure compliance with internal controls and regulations
- 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
- 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?
- Julius Baer
Team Head LATAM & Iberia Investment Advisory(m/w/x)
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Senior Investment Advisor(m/w/x)
Vollzeitnur vor OrtSeniorZürich
JUJulius Baer
Team Head LATAM & Iberia Investment Advisory(m/w/x)
Zürich
VollzeitVor OrtSenior
Nejo KI-Zusammenfassung
Leading investment advisors for LATAM & Iberia private clients, fostering collaboration and setting performance targets. 12+ years cross-border advisory experience required. Structured feedback mechanisms, recruitment collaboration.
Anforderungen
- University degree in Finance, Economics, Business Administration, or related field
- CFA and/or additional certifications like CAIA
- CWMA Holder
- 12+ years relevant experience in private banking or wealth management
- Exposure to cross-border advisory
- Proven track record leading investment advisory teams
- Experience in global or multi-jurisdictional setting
- Deep understanding of LATAM & Iberic cultural nuances and business practices
- Familiarity with major wealth centres in LATAM & Iberia
- Native or near-native Spanish proficiency
- Portuguese fluency strongly preferred
- Full professional command of English
- German language skills (asset)
- Expertise across all major asset classes
- Strong grasp of taxation principles (Swiss and international)
- Estate planning considerations knowledge
- Anti-money laundering regulations knowledge
- Ability to operate autonomously at executive level
- Sound judgment under pressure
- Exceptional communication skills
- Storytelling skills
- Ability to translate complexity into clarity
- Technical adeptness with Bloomberg
- Technical adeptness with Microsoft Office Suite
- Ability to manage internal tools
- Natural leader
- Ability to inspire trust
- Ability to develop others with patience and fairness
- Diplomatic and discreet
- High sense of ethics and responsibility
- Curious mind
- Passion for global markets
- Lifelong learning
- Resilient
- Solution-oriented
- Committed to operational precision
Aufgaben
- Lead and mentor investment advisors for LATAM & Iberia
- Promote collaboration and continuous learning
- Set performance targets and monitor key metrics
- Implement structured feedback mechanisms
- Collaborate on recruitment and succession planning
- Advocate for resources and strategic alignment
- Serve as lead advisor for top-tier clients
- Craft tax-efficient and culturally attuned investment strategies
- Conduct portfolio diagnostics and asset allocation reviews
- Integrate macroeconomic outlooks and political developments
- Generate thematic investment ideas
- Ensure MiFID II compliance and transparent documentation
- Deliver insightful client presentations
- Co-lead client meetings and transition planning
- Travel to key LATAM & Iberia hubs
- Coordinate with local coverage teams
- Share market commentary and client insights
- Liaise with Research and regional desks
- Refine investment views and identify shifts
- Contribute to client journey improvements
- Oversee trade execution and transaction management
- Ensure compliance with internal controls and regulations
- 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
- 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
The company shapes the future of wealth management by empowering individuals to create value beyond wealth.
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 - 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 - Vontobel Swiss Financial Advisers AG
Senior Investment Advisor(m/w/x)
Vollzeitnur vor OrtSeniorZürich