Julius Baer
.GPS Associate Investment Advisor(m/w/x)
VollzeitRemoteBerufserfahren
Zürich
Neuer Job?Nejo!
Dein persönlicher KI-Karriere-Agent
CHCH10 - BJB Bank Julius Baer & Co. Ltd.
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 emerging tech understanding required. Rotations across key teams and asset classes.
Anforderungen
- Bachelor's or Master's degree in Banking, Finance, Business Administration, Economics, or related discipline
- Entrepreneurial spirit: proactive, self-motivated, comfortable taking initiative
- 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 excellence
- Systematic, precise, resilient working style under tight deadlines
- Native German and fluent English; additional languages are an advantage
- Eligibility to work in 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 client needs and risk profiles
- Collaborate with specialists across asset classes
- Work with senior investment advisors
- Handle trade entry and account balance tasks
- Broaden understanding of GPS capabilities and clients
- 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
Abwechslungsreiche Aufgaben
- 2-3 rotations across key teams
- Exposure to different asset classes
- Exposure to product development
- Exposure to client solutions
Sonstige Vorteile
- Exposure to investment advisory
Mentoring & Coaching
- Work with seasoned specialists
- Work with subject-matter experts
- Dual mentorship model
- Senior career adviser
- Buddy for day-to-day integration
- Personal growth valued
Weiterbildungsangebote
- Targeted training programmes
- Technical competencies training
- Soft skills training
- Client management training
- Communication training
- Investment pitching training
- Regulatory frameworks training
Lockere Unternehmenskultur
- Inclusive culture
- Diverse perspectives valued
- Teamwork valued
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.
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 emerging tech understanding required. Rotations across key teams and asset classes.
Anforderungen
- Bachelor's or Master's degree in Banking, Finance, Business Administration, Economics, or related discipline
- Entrepreneurial spirit: proactive, self-motivated, comfortable taking initiative
- 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 excellence
- Systematic, precise, resilient working style under tight deadlines
- Native German and fluent English; additional languages are an advantage
- Eligibility to work in 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 client needs and risk profiles
- Collaborate with specialists across asset classes
- Work with senior investment advisors
- Handle trade entry and account balance tasks
- Broaden understanding of GPS capabilities and clients
- 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
Abwechslungsreiche Aufgaben
- 2-3 rotations across key teams
- Exposure to different asset classes
- Exposure to product development
- Exposure to client solutions
Sonstige Vorteile
- Exposure to investment advisory
Mentoring & Coaching
- Work with seasoned specialists
- Work with subject-matter experts
- Dual mentorship model
- Senior career adviser
- Buddy for day-to-day integration
- Personal growth valued
Weiterbildungsangebote
- Targeted training programmes
- Technical competencies training
- Soft skills training
- Client management training
- Communication training
- Investment pitching training
- Regulatory frameworks training
Lockere Unternehmenskultur
- Inclusive culture
- Diverse perspectives valued
- Teamwork valued
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?
- Julius Baer
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