CH10 - BJB Bank Julius Baer & Co. Ltd.
Investment Advisor – Focus on Polish Clients(m/w/x)
Full-timeOn-siteExperienced
Zürich
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JUJulius Baer
Investment Advisor – Focus on Polish Clients(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Tailored investment proposals and portfolio reviews for Polish clients. Deep understanding of Polish business culture required. CWMA holder preferred.
Requirements
- Master’s degree in Banking, Finance, Business Administration, Economics, or related discipline
- CWMA Holder preferred
- Deep understanding of Polish business culture and society, ideally supported by prior experience covering Polish clients or markets
- Entrepreneurial mindset, proactive, self-driven, and independent
- Strong analytical and conceptual skills, ability to interpret complex financial information
- Excellent communication, interpersonal, and presentation abilities
- Client-focused approach, commitment to 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, ability to travel within Switzerland
Tasks
- Deliver tailored investment proposals
- Conduct portfolio performance reviews
- Produce analytical reports
- Research innovative investment solutions
- Develop portfolio construction methodologies
- Evaluate investment solutions
- Contribute to idea generation
- Conduct thematic research
- Provide regional investment recommendations
- Serve as an investments advisor
- Provide holistic advice across asset classes
- Engage with clients and prospects
- Design high-impact presentations
- Deliver insight-driven presentations
- Collaborate with Relationship Managers
- Co-develop bespoke investment strategies
- Lead client meetings
- Lead advisory sessions
- Process trade transactions end-to-end
- Validate trade transactions
- Coordinate trade execution with middle/back office
- Confirm post-trade transactions
- Execute buy/sell orders
- Monitor trade lifecycles
- Resolve trade discrepancies
- Coordinate with custody and operations
- Coordinate with compliance units
- Provide operational support
- Provide administrative support
- Ensure client servicing workflows
- Adhere to internal governance standards
- Meet documentation requirements
- Comply with regulatory obligations
- Perform MiFID II appropriateness assessments
- Conduct suitability checks
- Maintain client interaction records
- Record investment rationales
- Maintain transaction histories
- Stay updated on market developments
- Stay updated on investment themes
- Stay updated on product innovations
- Stay updated on regulatory changes
- Leverage global research insights
- Enrich client conversations
Work Experience
- 3 - 7 years
Education
- Master's degree
Languages
- Polish – Native
- English – Business Fluent
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Julius Baer and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
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JUJulius Baer
Investment Advisor – Focus on Polish Clients(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Tailored investment proposals and portfolio reviews for Polish clients. Deep understanding of Polish business culture required. CWMA holder preferred.
Requirements
- Master’s degree in Banking, Finance, Business Administration, Economics, or related discipline
- CWMA Holder preferred
- Deep understanding of Polish business culture and society, ideally supported by prior experience covering Polish clients or markets
- Entrepreneurial mindset, proactive, self-driven, and independent
- Strong analytical and conceptual skills, ability to interpret complex financial information
- Excellent communication, interpersonal, and presentation abilities
- Client-focused approach, commitment to 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, ability to travel within Switzerland
Tasks
- Deliver tailored investment proposals
- Conduct portfolio performance reviews
- Produce analytical reports
- Research innovative investment solutions
- Develop portfolio construction methodologies
- Evaluate investment solutions
- Contribute to idea generation
- Conduct thematic research
- Provide regional investment recommendations
- Serve as an investments advisor
- Provide holistic advice across asset classes
- Engage with clients and prospects
- Design high-impact presentations
- Deliver insight-driven presentations
- Collaborate with Relationship Managers
- Co-develop bespoke investment strategies
- Lead client meetings
- Lead advisory sessions
- Process trade transactions end-to-end
- Validate trade transactions
- Coordinate trade execution with middle/back office
- Confirm post-trade transactions
- Execute buy/sell orders
- Monitor trade lifecycles
- Resolve trade discrepancies
- Coordinate with custody and operations
- Coordinate with compliance units
- Provide operational support
- Provide administrative support
- Ensure client servicing workflows
- Adhere to internal governance standards
- Meet documentation requirements
- Comply with regulatory obligations
- Perform MiFID II appropriateness assessments
- Conduct suitability checks
- Maintain client interaction records
- Record investment rationales
- Maintain transaction histories
- Stay updated on market developments
- Stay updated on investment themes
- Stay updated on product innovations
- Stay updated on regulatory changes
- Leverage global research insights
- Enrich client conversations
Work Experience
- 3 - 7 years
Education
- Master's degree
Languages
- Polish – Native
- English – Business Fluent
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Julius Baer and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
Like this job?
BetaYour Career Agent finds similar jobs for you every day.
About the Company
Julius Baer
Industry
FinancialServices
Description
The company shapes the future of wealth management by empowering individuals to create value beyond wealth.
Not a perfect match?
- CH10 - BJB Bank Julius Baer & Co. Ltd.
Investment Advisor – Focus on Polish Clients(m/w/x)
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