CH10 - BJB Bank Julius Baer & Co. Ltd.
GPS Associate Programme: Investment Advisor(m/w/x)
Full-timeOn-siteExperienced
Lugano
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CHCH10 - BJB Bank Julius Baer & Co. Ltd.
GPS Associate Programme: Investment Advisor(m/w/x)
Lugano
Full-timeOn-siteExperienced
Nejo AI Summary
Tailoring investment portfolios and proposals for wealth management clients. CFA Charterholder or enrollment in CFA exams required. Structured associate program.
Requirements
- Bachelor’s or Master’s degree in Banking, Finance, Business Administration, Economics, or related discipline
- CFA Charterholder or enrollment in CFA Exams
- Italian native level, fluency in English, additional language(s) advantageous
- 2-3 years of professional experience
- Demonstrated entrepreneurial spirit, proactive, self-motivated, comfortable taking initiative
- Strong analytical and conceptual thinking abilities
- Excellent interpersonal, communication, and presentation skills
- Service-oriented mindset with dedication to client support excellence
- Systematic, precise, and resilient working style under tight deadlines
- Eligibility to work in the country of application
Tasks
- Prepare client investment proposals
- Tailor portfolio and investment recommendations
- Support client and prospect pitches with presentation materials
- Provide investment insights and market opportunities
- Develop innovative investment ideas aligned with clients' objectives
- Assess clients' needs and risk profiles
- Assist in preparing regular portfolio reviews
- Conduct portfolio analysis
Work Experience
- 2 - 3 years
Education
- Bachelor's degreeOR
- Master's degree
Languages
- Italian – Native
- English – Business Fluent
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of CH10 - BJB Bank Julius Baer & Co. Ltd. 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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CHCH10 - BJB Bank Julius Baer & Co. Ltd.
GPS Associate Programme: Investment Advisor(m/w/x)
Lugano
Full-timeOn-siteExperienced
Nejo AI Summary
Tailoring investment portfolios and proposals for wealth management clients. CFA Charterholder or enrollment in CFA exams required. Structured associate program.
Requirements
- Bachelor’s or Master’s degree in Banking, Finance, Business Administration, Economics, or related discipline
- CFA Charterholder or enrollment in CFA Exams
- Italian native level, fluency in English, additional language(s) advantageous
- 2-3 years of professional experience
- Demonstrated entrepreneurial spirit, proactive, self-motivated, comfortable taking initiative
- Strong analytical and conceptual thinking abilities
- Excellent interpersonal, communication, and presentation skills
- Service-oriented mindset with dedication to client support excellence
- Systematic, precise, and resilient working style under tight deadlines
- Eligibility to work in the country of application
Tasks
- Prepare client investment proposals
- Tailor portfolio and investment recommendations
- Support client and prospect pitches with presentation materials
- Provide investment insights and market opportunities
- Develop innovative investment ideas aligned with clients' objectives
- Assess clients' needs and risk profiles
- Assist in preparing regular portfolio reviews
- Conduct portfolio analysis
Work Experience
- 2 - 3 years
Education
- Bachelor's degreeOR
- Master's degree
Languages
- Italian – Native
- English – Business Fluent
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of CH10 - BJB Bank Julius Baer & Co. Ltd. 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
CH10 - BJB Bank Julius Baer & Co. Ltd.
Industry
FinancialServices
Description
The company is focused on wealth management, providing personalized financial services and solutions to clients.
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