Julius Baer
Investment Advisor(m/w/x)
Vollzeitnur vor OrtBerufserfahren
Zürich
Neuer Job?Nejo!
Dein persönlicher KI-Karriere-Agent
JUJulius Baer
Investment Advisor(m/w/x)
Zürich
VollzeitVor OrtBerufserfahren
Nejo KI-Zusammenfassung
Developing tailored investment proposals and analytical reports for private clients at a Swiss private bank. CFA Charterholder or equivalent experience required. Entrepreneurial environment with value creation beyond wealth.
Anforderungen
- Bachelor's or Master's degree in Banking, Finance, Business Administration, Economics, or related discipline
- CFA Charterholder (or equivalent) or enrolled in CFA Exams
- CWMA Holder preferred
- Full professional fluency in English
- Additional language skills highly useful
- 3-10 years relevant professional experience in investment advisory, private banking, or similar financial services environment
- Entrepreneurial mindset, proactive, self-driven, independent action
- Strong analytical and conceptual skills
- Ability to interpret complex financial information efficiently
- Excellent communication, interpersonal, and presentation abilities
- Client-focused approach
- Commitment to delivering high-quality service
- Methodical, detail-oriented, resilient under pressure
- Capable of meeting tight deadlines without compromising precision
- Permanently based in Zürich (CH)
- Eligibility to work in Switzerland
- Eligibility to travel within Switzerland
Aufgaben
- Deliver tailored investment proposals
- Conduct in-depth portfolio performance reviews
- Produce analytical reports for strategic decisions
- Research and develop innovative investment solutions
- Evaluate portfolio construction methodologies
- Generate thematic investment ideas
- Provide holistic investment advice
- Design high-impact client presentations
- Collaborate with Relationship Managers
- Lead client meetings and advisory sessions
- Process trade transactions end-to-end
- Support senior investment advisors
- Execute buy/sell orders accurately
- Monitor trade lifecycles
- Resolve trade discrepancies
- Provide operational and administrative support
- Adhere to internal governance standards
- Maintain client interaction records
- Stay updated on market developments
- Leverage global research insights
Berufserfahrung
- 3 - 10 Jahre
Ausbildung
- Bachelor-AbschlussODER
- Master-Abschluss
Sprachen
- Englisch – verhandlungssicher
Benefits
Sinnstiftende Arbeit
- Impactful work
- Value creation beyond wealth
Startup-Atmosphäre
- Entrepreneurial environment
Sonstige Vorteile
- Empowerment
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
Investment Advisor – Focus on Emerging Markets Clients(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
Investment Advisor – Focus on Polish Clients(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
Investment Advisor – Focus on Polish Clients(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich - Vontobel Swiss Financial Advisers AG
Senior Investment Advisor(m/w/x)
Vollzeitnur vor OrtSeniorZürich
JUJulius Baer
Investment Advisor(m/w/x)
Zürich
VollzeitVor OrtBerufserfahren
Nejo KI-Zusammenfassung
Developing tailored investment proposals and analytical reports for private clients at a Swiss private bank. CFA Charterholder or equivalent experience required. Entrepreneurial environment with value creation beyond wealth.
Anforderungen
- Bachelor's or Master's degree in Banking, Finance, Business Administration, Economics, or related discipline
- CFA Charterholder (or equivalent) or enrolled in CFA Exams
- CWMA Holder preferred
- Full professional fluency in English
- Additional language skills highly useful
- 3-10 years relevant professional experience in investment advisory, private banking, or similar financial services environment
- Entrepreneurial mindset, proactive, self-driven, independent action
- Strong analytical and conceptual skills
- Ability to interpret complex financial information efficiently
- Excellent communication, interpersonal, and presentation abilities
- Client-focused approach
- Commitment to delivering high-quality service
- Methodical, detail-oriented, resilient under pressure
- Capable of meeting tight deadlines without compromising precision
- Permanently based in Zürich (CH)
- Eligibility to work in Switzerland
- Eligibility to travel within Switzerland
Aufgaben
- Deliver tailored investment proposals
- Conduct in-depth portfolio performance reviews
- Produce analytical reports for strategic decisions
- Research and develop innovative investment solutions
- Evaluate portfolio construction methodologies
- Generate thematic investment ideas
- Provide holistic investment advice
- Design high-impact client presentations
- Collaborate with Relationship Managers
- Lead client meetings and advisory sessions
- Process trade transactions end-to-end
- Support senior investment advisors
- Execute buy/sell orders accurately
- Monitor trade lifecycles
- Resolve trade discrepancies
- Provide operational and administrative support
- Adhere to internal governance standards
- Maintain client interaction records
- Stay updated on market developments
- Leverage global research insights
Berufserfahrung
- 3 - 10 Jahre
Ausbildung
- Bachelor-AbschlussODER
- Master-Abschluss
Sprachen
- Englisch – verhandlungssicher
Benefits
Sinnstiftende Arbeit
- Impactful work
- Value creation beyond wealth
Startup-Atmosphäre
- Entrepreneurial environment
Sonstige Vorteile
- Empowerment
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
Investment Advisor(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich - Julius Baer
Investment Advisor – Focus on Emerging Markets Clients(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
Investment Advisor – Focus on Polish Clients(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
Investment Advisor – Focus on Polish Clients(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich - Vontobel Swiss Financial Advisers AG
Senior Investment Advisor(m/w/x)
Vollzeitnur vor OrtSeniorZürich