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CHCH10 - BJB Bank Julius Baer & Co. Ltd.

GPS Associate Investment Advisor(m/w/x)

Zürich
Full-timeRemoteExperienced
AI/ML
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Developing investment concepts and client proposals for wealth management. Bachelor's degree and emerging tech understanding required. Rotations across key teams and asset classes.

Requirements

  • Bachelor's or Master's degree in Banking, Finance, Business Administration, Economics, or related discipline
  • Entrepreneurial spirit: proactive, self-motivated, comfortable taking initiative
  • Strong analytical and conceptual thinking abilities
  • Understanding and basic experience of emerging technologies (AI, robotics, automation, data analytics)
  • Excellent interpersonal, communication, and presentation skills
  • Service-oriented mindset with dedication to client support excellence
  • Systematic, precise, resilient working style under tight deadlines
  • Native German and fluent English; additional languages are an advantage
  • Eligibility to work in country of application

Tasks

  • Prepare client investment proposals
  • Tailor portfolio and investment recommendations
  • Support client and prospect pitches
  • Present market insights and investment ideas
  • Develop investment concepts aligned with client objectives
  • Assess client needs and risk profiles
  • Collaborate with specialists across asset classes
  • Work with senior investment advisors
  • Handle trade entry and account balance tasks
  • Broaden understanding of GPS capabilities and clients
  • Build a strong internal network

Work Experience

  • 2 - 3 years

Education

  • Master's degree

Languages

  • German – Native
  • English – Business Fluent

Tools & Technologies

  • artificial intelligence
  • robotics
  • automation
  • data analytics

Benefits

Diverse Work

  • 2-3 rotations across key teams
  • Exposure to different asset classes
  • Exposure to product development
  • Exposure to client solutions

Other Benefits

  • Exposure to investment advisory

Mentorship & Coaching

  • Work with seasoned specialists
  • Work with subject-matter experts
  • Dual mentorship model
  • Senior career adviser
  • Buddy for day-to-day integration
  • Personal growth valued

Learning & Development

  • Targeted training programmes
  • Technical competencies training
  • Soft skills training
  • Client management training
  • Communication training
  • Investment pitching training
  • Regulatory frameworks training

Informal Culture

  • Inclusive culture
  • Diverse perspectives valued
  • Teamwork valued
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