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 portfolio recommendations and preparing client proposals for individual wealth management. CFA Charterholder or enrollment, plus native Italian and 2-3 years experience required. Structured associate program for career development.
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 languages 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
- Systematic, precise, and resilient working style
- Eligibility to work in the country of application
Tasks
- Prepare client investment proposals
- Tailor portfolio and investment recommendations
- Support client and prospect pitches
- Create presentation materials and investment insights
- Identify market opportunities
- Develop innovative investment ideas
- Assess investment ideas based on client objectives and risk profile
- 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 portfolio recommendations and preparing client proposals for individual wealth management. CFA Charterholder or enrollment, plus native Italian and 2-3 years experience required. Structured associate program for career development.
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 languages 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
- Systematic, precise, and resilient working style
- Eligibility to work in the country of application
Tasks
- Prepare client investment proposals
- Tailor portfolio and investment recommendations
- Support client and prospect pitches
- Create presentation materials and investment insights
- Identify market opportunities
- Develop innovative investment ideas
- Assess investment ideas based on client objectives and risk profile
- 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.
About the Company
CH10 - BJB Bank Julius Baer & Co. Ltd.
Industry
FinancialServices
Description
The company shapes the future of wealth management, focusing on individual empowerment and creating value beyond wealth.
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