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GPS Associate Programme: Investment Advisor(m/w/x)
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
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GPS Associate Programme: Investment Advisor(m/w/x)
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
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.
Not a perfect match?
- CH10 - BJB Bank Julius Baer & Co. Ltd.
GPS Associate Programme: Investment Advisor(m/w/x)
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Senior Mortgage Advisor(m/w/x)
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Key Account Manager Italian-speaking Switzerland(m/w/x)
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