CH10 - BJB Bank Julius Baer & Co. Ltd.
Team Head LATAM & Iberia Investment Advisory(m/w/x)
Full-timeOn-siteSenior
Zürich
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JUJulius Baer
Team Head LATAM & Iberia Investment Advisory(m/w/x)
Zürich
Full-timeOn-siteSenior
Nejo AI Summary
Leading investment advisors for LATAM & Iberia private clients, fostering collaboration and setting performance targets. 12+ years cross-border advisory experience required. Structured feedback mechanisms, recruitment collaboration.
Requirements
- University degree in Finance, Economics, Business Administration, or related field
- CFA and/or additional certifications like CAIA
- CWMA Holder
- 12+ years relevant experience in private banking or wealth management
- Exposure to cross-border advisory
- Proven track record leading investment advisory teams
- Experience in global or multi-jurisdictional setting
- Deep understanding of LATAM & Iberic cultural nuances and business practices
- Familiarity with major wealth centres in LATAM & Iberia
- Native or near-native Spanish proficiency
- Portuguese fluency strongly preferred
- Full professional command of English
- German language skills (asset)
- Expertise across all major asset classes
- Strong grasp of taxation principles (Swiss and international)
- Estate planning considerations knowledge
- Anti-money laundering regulations knowledge
- Ability to operate autonomously at executive level
- Sound judgment under pressure
- Exceptional communication skills
- Storytelling skills
- Ability to translate complexity into clarity
- Technical adeptness with Bloomberg
- Technical adeptness with Microsoft Office Suite
- Ability to manage internal tools
- Natural leader
- Ability to inspire trust
- Ability to develop others with patience and fairness
- Diplomatic and discreet
- High sense of ethics and responsibility
- Curious mind
- Passion for global markets
- Lifelong learning
- Resilient
- Solution-oriented
- Committed to operational precision
Tasks
- 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, Legal, and Internal Audit
- Implement standardised operating procedures
Work Experience
- 12 years
Education
- Bachelor's degree
Languages
- Spanish – Native
- Portuguese – Business Fluent
- English – Business Fluent
- German – Basic
Tools & Technologies
- CFA
- CAIA
- Bloomberg
- Microsoft Office Suite
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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Not a perfect match?
- Julius Baer
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JUJulius Baer
Team Head LATAM & Iberia Investment Advisory(m/w/x)
Zürich
Full-timeOn-siteSenior
Nejo AI Summary
Leading investment advisors for LATAM & Iberia private clients, fostering collaboration and setting performance targets. 12+ years cross-border advisory experience required. Structured feedback mechanisms, recruitment collaboration.
Requirements
- University degree in Finance, Economics, Business Administration, or related field
- CFA and/or additional certifications like CAIA
- CWMA Holder
- 12+ years relevant experience in private banking or wealth management
- Exposure to cross-border advisory
- Proven track record leading investment advisory teams
- Experience in global or multi-jurisdictional setting
- Deep understanding of LATAM & Iberic cultural nuances and business practices
- Familiarity with major wealth centres in LATAM & Iberia
- Native or near-native Spanish proficiency
- Portuguese fluency strongly preferred
- Full professional command of English
- German language skills (asset)
- Expertise across all major asset classes
- Strong grasp of taxation principles (Swiss and international)
- Estate planning considerations knowledge
- Anti-money laundering regulations knowledge
- Ability to operate autonomously at executive level
- Sound judgment under pressure
- Exceptional communication skills
- Storytelling skills
- Ability to translate complexity into clarity
- Technical adeptness with Bloomberg
- Technical adeptness with Microsoft Office Suite
- Ability to manage internal tools
- Natural leader
- Ability to inspire trust
- Ability to develop others with patience and fairness
- Diplomatic and discreet
- High sense of ethics and responsibility
- Curious mind
- Passion for global markets
- Lifelong learning
- Resilient
- Solution-oriented
- Committed to operational precision
Tasks
- 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, Legal, and Internal Audit
- Implement standardised operating procedures
Work Experience
- 12 years
Education
- Bachelor's degree
Languages
- Spanish – Native
- Portuguese – Business Fluent
- English – Business Fluent
- German – Basic
Tools & Technologies
- CFA
- CAIA
- Bloomberg
- Microsoft Office Suite
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.
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