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CH10 - BJB Bank Julius Baer & Co. Ltd.
last mo.

GPS Associate Programme: Investment Advisor(m/w/x)

Lugano
Full-timeOn-siteExperienced

Description

In this dynamic role, you will prepare tailored investment proposals and support pitches to clients and prospects. You will also develop innovative investment ideas and assist with portfolio reviews, all while gaining valuable experience in private banking.

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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

Education

Bachelor's degree
OR
Master's degree

Work Experience

2 - 3 years

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

Languages

Italian – Native

English – Business Fluent

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