Julius Baer
Team Head LATAM & Iberia Investment Advisory(m/w/x)
Full-timeOn-siteSenior
Zürich
New Job?Nejo!
Your personal AI career agent
DEDeutsche Bank (Suisse) SA
Investment Manager for the LatAm team(m/w/x)
Zürich
Full-timeOn-siteSenior
Nejo AI Summary
Advising global financial institution clients on holistic portfolio construction and asset allocation, partnering with Relationship Managers. Multi-asset class portfolio management experience required. Comprehensive health and wellness support, including mental, physical, and stability programs.
Requirements
- Experience in portfolio construction and allocation
- Experience managing multi-asset class portfolios
- Experience in opportunistic idea-driven investing
- Ability to deliver capital market outlooks
- Ability to lead investment discussions
- Success in business building and attraction
- Fluency in discussing performance attribution
- Understanding of governing regulatory frameworks
- Ability to introduce existing client relationships
- Superior investment acumen
- Superior analytical and detail-oriented skills
- Excellent client-facing skills
- Excellent communication and collaboration skills
- Professional integrity
- Self-starter with teamwork ability
- CFA, MBA, or advanced degree
- Seven years relevant investment experience
- Fluency in Portuguese, Spanish and English
Tasks
- Act as the central contact for client investment needs
- Increase the share of wallet from existing clients
- Partner with Relationship Managers to serve defined portfolios
- Advise on holistic portfolio construction and asset allocation
- Deliver the CIO investment view to clients
- Assess and update client risk profiles regularly
- Ensure suitability and appropriateness of all client investments
- Perform all required investment and suitability checks
- Collaborate with Relationship Managers on account behavior and KYC
- Coordinate with portfolio managers and product specialists
- Identify opportunities across capital markets and alternative investments
- Manage risks while maximizing returns within regulations
- Identify needs for lending, deposits, and wealth planning
- Monitor and rebalance asset allocations based on CIO views
- Execute regular investment and business reviews with clients
- Support new client acquisition through pitches and presentations
- Adhere to all legal, ethical, and compliance guidelines
- Manage and flag potential reputational risks and conflicts
Work Experience
- 7 years
Education
- Master's degree
Languages
- Portuguese – Business Fluent
- Spanish – Business Fluent
- English – Business Fluent
Tools & Technologies
- RDR
- MiFID II
Benefits
Mental Health Support
- Mental health support
Job Security
- Stability support during illness
Healthcare & Fitness
- Physical health management support
- Preventive health measures
Ergonomic Workplace
- Healthy workplace environment
Other Benefits
- Financial goal support
- Future financial planning support
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Deutsche Bank (Suisse) SA 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.
Not a perfect match?
- Julius Baer
Team Head LATAM & Iberia Investment Advisory(m/w/x)
Full-timeOn-siteSeniorZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
Team Head LATAM & Iberia Investment Advisory(m/w/x)
Full-timeOn-siteSeniorZürich - Julius Baer
Team Head LATAM & Iberia Investment Advisory(m/w/x)
Full-timeOn-siteSeniorZürich - 0877 Deutsche Bank (Suisse) SA
Senior MIT Advisor with Alternatives Focus(m/w/x)
Full-timeOn-siteSeniorZürich
DEDeutsche Bank (Suisse) SA
Investment Manager for the LatAm team(m/w/x)
Zürich
Full-timeOn-siteSenior
Nejo AI Summary
Advising global financial institution clients on holistic portfolio construction and asset allocation, partnering with Relationship Managers. Multi-asset class portfolio management experience required. Comprehensive health and wellness support, including mental, physical, and stability programs.
Requirements
- Experience in portfolio construction and allocation
- Experience managing multi-asset class portfolios
- Experience in opportunistic idea-driven investing
- Ability to deliver capital market outlooks
- Ability to lead investment discussions
- Success in business building and attraction
- Fluency in discussing performance attribution
- Understanding of governing regulatory frameworks
- Ability to introduce existing client relationships
- Superior investment acumen
- Superior analytical and detail-oriented skills
- Excellent client-facing skills
- Excellent communication and collaboration skills
- Professional integrity
- Self-starter with teamwork ability
- CFA, MBA, or advanced degree
- Seven years relevant investment experience
- Fluency in Portuguese, Spanish and English
Tasks
- Act as the central contact for client investment needs
- Increase the share of wallet from existing clients
- Partner with Relationship Managers to serve defined portfolios
- Advise on holistic portfolio construction and asset allocation
- Deliver the CIO investment view to clients
- Assess and update client risk profiles regularly
- Ensure suitability and appropriateness of all client investments
- Perform all required investment and suitability checks
- Collaborate with Relationship Managers on account behavior and KYC
- Coordinate with portfolio managers and product specialists
- Identify opportunities across capital markets and alternative investments
- Manage risks while maximizing returns within regulations
- Identify needs for lending, deposits, and wealth planning
- Monitor and rebalance asset allocations based on CIO views
- Execute regular investment and business reviews with clients
- Support new client acquisition through pitches and presentations
- Adhere to all legal, ethical, and compliance guidelines
- Manage and flag potential reputational risks and conflicts
Work Experience
- 7 years
Education
- Master's degree
Languages
- Portuguese – Business Fluent
- Spanish – Business Fluent
- English – Business Fluent
Tools & Technologies
- RDR
- MiFID II
Benefits
Mental Health Support
- Mental health support
Job Security
- Stability support during illness
Healthcare & Fitness
- Physical health management support
- Preventive health measures
Ergonomic Workplace
- Healthy workplace environment
Other Benefits
- Financial goal support
- Future financial planning support
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Deutsche Bank (Suisse) SA 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
Deutsche Bank (Suisse) SA
Industry
FinancialServices
Description
The company has been a Global Hausbank for clients for over 150 years, offering services in Corporate, Private, Investment Banking, and Asset Management.
Not a perfect match?
- Julius Baer
Team Head LATAM & Iberia Investment Advisory(m/w/x)
Full-timeOn-siteSeniorZürich - Julius Baer
Team Head LATAM & Iberia Investment Advisory(m/w/x)
Full-timeOn-siteSeniorZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
Team Head LATAM & Iberia Investment Advisory(m/w/x)
Full-timeOn-siteSeniorZürich - Julius Baer
Team Head LATAM & Iberia Investment Advisory(m/w/x)
Full-timeOn-siteSeniorZürich - 0877 Deutsche Bank (Suisse) SA
Senior MIT Advisor with Alternatives Focus(m/w/x)
Full-timeOn-siteSeniorZürich