CH10 - BJB Bank Julius Baer & Co. Ltd.
GPS Associate Investment Advisor(m/w/x)
VollzeitRemoteBerufserfahren
Zürich
Neuer Job?Nejo!
Dein persönlicher KI-Karriere-Agent
JUJulius Baer
.GPS Associate Investment Advisor(m/w/x)
Zürich
VollzeitRemoteBerufserfahren
AI/ML
Nejo KI-Zusammenfassung
Developing investment concepts and client proposals for wealth management. Bachelor's degree and 2-3 years' experience required. Two to three rotations across key teams, broad exposure to investment advisory.
Anforderungen
- Bachelor's or Master's degree in Banking, Finance, Business Administration, Economics, or related discipline
- 2-3 years of professional experience (including internships)
- Proactive, self-motivated, and initiative-taking spirit
- Strong analytical and conceptual thinking abilities
- Understanding and basic experience of emerging technologies (AI, robotics, automation, data analytics)
- Excellent interpersonal, communication, and presentation skills
- Service-oriented mindset with dedication to client support
- Systematic, precise, and resilient working style
- Native German and fluent English, additional languages advantageous
- Eligibility to work in the country of application
Aufgaben
- Prepare client investment proposals
- Tailor portfolio and investment recommendations
- Support client and prospect pitches
- Present market insights and investment ideas
- Develop investment concepts aligned with client objectives
- Assess investment concepts based on client needs and risk profiles
- Collaborate with specialists across asset classes
- Work with senior investment advisors on trade entry
- Support senior investment advisors with account balance management
- Participate in rotational assignments across GPS teams
- Build a strong internal network
Berufserfahrung
- 2 - 3 Jahre
Ausbildung
- Master-Abschluss
Sprachen
- Deutsch – fließend
- Englisch – verhandlungssicher
Tools & Technologien
- artificial intelligence
- robotics
- automation
- data analytics
Benefits
Weiterbildungsangebote
- Steep learning curve
- Targeted training programmes
- Training in technical competencies
- Training in soft skills
- Training in client management
- Training in communication
- Training in investment pitching
- Training in regulatory frameworks
Abwechslungsreiche Aufgaben
- 2-3 rotations across key teams
- Broad exposure to investment advisory
- Exposure to different asset classes
- Exposure to product development
- Exposure to client solutions
- Contribute to day-to-day business activities
Mentoring & Coaching
- Work alongside seasoned specialists
- Continuous support via dual mentorship
- Senior career adviser
- Buddy for day-to-day integration
Sonstige Vorteile
- Work alongside subject-matter experts
- Value personal growth
Lockere Unternehmenskultur
- Inclusive culture
- Value diverse perspectives
- Value teamwork
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.
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VollzeitRemoteBerufserfahren
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Nejo KI-Zusammenfassung
Developing investment concepts and client proposals for wealth management. Bachelor's degree and 2-3 years' experience required. Two to three rotations across key teams, broad exposure to investment advisory.
Anforderungen
- Bachelor's or Master's degree in Banking, Finance, Business Administration, Economics, or related discipline
- 2-3 years of professional experience (including internships)
- Proactive, self-motivated, and initiative-taking spirit
- Strong analytical and conceptual thinking abilities
- Understanding and basic experience of emerging technologies (AI, robotics, automation, data analytics)
- Excellent interpersonal, communication, and presentation skills
- Service-oriented mindset with dedication to client support
- Systematic, precise, and resilient working style
- Native German and fluent English, additional languages advantageous
- Eligibility to work in the country of application
Aufgaben
- Prepare client investment proposals
- Tailor portfolio and investment recommendations
- Support client and prospect pitches
- Present market insights and investment ideas
- Develop investment concepts aligned with client objectives
- Assess investment concepts based on client needs and risk profiles
- Collaborate with specialists across asset classes
- Work with senior investment advisors on trade entry
- Support senior investment advisors with account balance management
- Participate in rotational assignments across GPS teams
- Build a strong internal network
Berufserfahrung
- 2 - 3 Jahre
Ausbildung
- Master-Abschluss
Sprachen
- Deutsch – fließend
- Englisch – verhandlungssicher
Tools & Technologien
- artificial intelligence
- robotics
- automation
- data analytics
Benefits
Weiterbildungsangebote
- Steep learning curve
- Targeted training programmes
- Training in technical competencies
- Training in soft skills
- Training in client management
- Training in communication
- Training in investment pitching
- Training in regulatory frameworks
Abwechslungsreiche Aufgaben
- 2-3 rotations across key teams
- Broad exposure to investment advisory
- Exposure to different asset classes
- Exposure to product development
- Exposure to client solutions
- Contribute to day-to-day business activities
Mentoring & Coaching
- Work alongside seasoned specialists
- Continuous support via dual mentorship
- Senior career adviser
- Buddy for day-to-day integration
Sonstige Vorteile
- Work alongside subject-matter experts
- Value personal growth
Lockere Unternehmenskultur
- Inclusive culture
- Value diverse perspectives
- Value teamwork
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.
Gefällt dir diese Stelle?
BetaDein Career Agent findet täglich ähnliche Jobs für dich.
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?
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