Julius Baer
Team Head LATAM & Iberia Investment Advisory(m/w/x)
Vollzeitnur vor OrtSenior
Zürich
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JUJulius Baer
Team Head LATAM & Iberia Investment Advisory(m/w/x)
Zürich
VollzeitVor OrtSenior
Nejo KI-Zusammenfassung
Leading investment advisors for LATAM & Iberia, fostering collaboration and setting performance targets. Proven track record in team leadership, preferably multi-jurisdictional, required. Hybrid work, 4-week workation option.
Anforderungen
- University degree in Finance, Economics, Business Administration, or related field
- CFA and/or additional certifications such as CAIA highly valued
- CWMA Holder
- Proven track record leading investment advisory teams, preferably global or multi-jurisdictional
- Deep understanding of LATAM & Iberic cultural nuances and business practices, existing familiarity with major wealth centres in LATAM & Iberia
- 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, anti-money laundering regulations
- 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
- 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, and 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 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, and Legal
- Implement standardised operating procedures
Berufserfahrung
- 12 Jahre
Ausbildung
- Bachelor-Abschluss
Sprachen
- Spanisch – fließend
- Portugiesisch – verhandlungssicher
- Englisch – verhandlungssicher
- Deutsch – Grundkenntnisse
Tools & Technologien
- 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)
Vollzeitnur vor OrtSeniorZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
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
JUJulius Baer
Team Head LATAM & Iberia Investment Advisory(m/w/x)
Zürich
VollzeitVor OrtSenior
Nejo KI-Zusammenfassung
Leading investment advisors for LATAM & Iberia, fostering collaboration and setting performance targets. Proven track record in team leadership, preferably multi-jurisdictional, required. Hybrid work, 4-week workation option.
Anforderungen
- University degree in Finance, Economics, Business Administration, or related field
- CFA and/or additional certifications such as CAIA highly valued
- CWMA Holder
- Proven track record leading investment advisory teams, preferably global or multi-jurisdictional
- Deep understanding of LATAM & Iberic cultural nuances and business practices, existing familiarity with major wealth centres in LATAM & Iberia
- 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, anti-money laundering regulations
- 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
- 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, and 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 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, and Legal
- Implement standardised operating procedures
Berufserfahrung
- 12 Jahre
Ausbildung
- Bachelor-Abschluss
Sprachen
- Spanisch – fließend
- Portugiesisch – verhandlungssicher
- Englisch – verhandlungssicher
- Deutsch – Grundkenntnisse
Tools & Technologien
- 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 enables individuals to be impactful, entrepreneurial, empowered, and to create value beyond wealth in wealth management.
Noch nicht perfekt?
- 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 - CH10 - BJB Bank Julius Baer & Co. Ltd.
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