Julius Baer
Investment Advisor(m/w/x)
Full-timeOn-siteExperienced
Zürich
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JUJulius Baer
Investment Advisor – Focus on Emerging Markets Clients(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Tailored investment proposals and analytical reports for emerging markets clients. CFA Charterholder or equivalent experience required. Focus on bespoke advice rooted in market expertise.
Requirements
- Bachelor's or Master's degree in Banking, Finance, Business Administration, Economics, or related discipline
- CFA Charterholder (or equivalent) or enrolled in CFA Exams
- CWMA Holder preferred
- Full professional fluency in English
- Deep understanding of Emerging Markets business culture and society
- Prior experience covering Emerging Markets clients or markets
- 3-5 years relevant professional experience in private banking, investment advisory, or similar financial services environment
- Entrepreneurial mindset, proactivity, self-driven, independent action
- Strong analytical and conceptual skills
- Ability to interpret complex financial information efficiently
- Excellent communication, interpersonal, and presentation abilities
- Client-focused approach
- Commitment to delivering high-quality service
- Methodical, detail-oriented, resilient under pressure
- Ability to meet tight deadlines without compromising precision
- Permanently based in Zürich (CH)
- Eligibility to work in Switzerland
- Eligibility to travel within Switzerland
Tasks
- Deliver tailored investment proposals
- Conduct in-depth portfolio performance reviews
- Produce analytical reports for strategic decisions
- Research and develop innovative investment solutions
- Evaluate portfolio construction methodologies
- Generate thematic research and regional recommendations
- Advise Emerging Markets clients on all asset classes
- Engage clients and prospects with high-impact presentations
- Collaborate with Relationship Managers on bespoke strategies
- Lead client meetings and advisory sessions
- Process trade transactions end-to-end
- Support senior investment advisors
- Execute buy/sell orders accurately and timely
- Monitor and resolve trade discrepancies
- Coordinate with custody, operations, and compliance
- Provide operational and administrative support
- Adhere to internal governance and regulatory standards
- Maintain client interaction and transaction records
- Stay updated on global market developments
- Leverage global research and expert insights
Work Experience
- 3 - 5 years
Education
- Bachelor's degreeOR
- Master's degree
Languages
- English – Business Fluent
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Julius Baer 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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Investment Advisor – Focus on Polish Clients(m/w/x)
Full-timeOn-siteExperiencedZürich - Julius Baer
Investment Advisor – Focus on Polish Clients(m/w/x)
Full-timeOn-siteExperiencedZürich
JUJulius Baer
Investment Advisor – Focus on Emerging Markets Clients(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Tailored investment proposals and analytical reports for emerging markets clients. CFA Charterholder or equivalent experience required. Focus on bespoke advice rooted in market expertise.
Requirements
- Bachelor's or Master's degree in Banking, Finance, Business Administration, Economics, or related discipline
- CFA Charterholder (or equivalent) or enrolled in CFA Exams
- CWMA Holder preferred
- Full professional fluency in English
- Deep understanding of Emerging Markets business culture and society
- Prior experience covering Emerging Markets clients or markets
- 3-5 years relevant professional experience in private banking, investment advisory, or similar financial services environment
- Entrepreneurial mindset, proactivity, self-driven, independent action
- Strong analytical and conceptual skills
- Ability to interpret complex financial information efficiently
- Excellent communication, interpersonal, and presentation abilities
- Client-focused approach
- Commitment to delivering high-quality service
- Methodical, detail-oriented, resilient under pressure
- Ability to meet tight deadlines without compromising precision
- Permanently based in Zürich (CH)
- Eligibility to work in Switzerland
- Eligibility to travel within Switzerland
Tasks
- Deliver tailored investment proposals
- Conduct in-depth portfolio performance reviews
- Produce analytical reports for strategic decisions
- Research and develop innovative investment solutions
- Evaluate portfolio construction methodologies
- Generate thematic research and regional recommendations
- Advise Emerging Markets clients on all asset classes
- Engage clients and prospects with high-impact presentations
- Collaborate with Relationship Managers on bespoke strategies
- Lead client meetings and advisory sessions
- Process trade transactions end-to-end
- Support senior investment advisors
- Execute buy/sell orders accurately and timely
- Monitor and resolve trade discrepancies
- Coordinate with custody, operations, and compliance
- Provide operational and administrative support
- Adhere to internal governance and regulatory standards
- Maintain client interaction and transaction records
- Stay updated on global market developments
- Leverage global research and expert insights
Work Experience
- 3 - 5 years
Education
- Bachelor's degreeOR
- Master's degree
Languages
- English – Business Fluent
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Julius Baer 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
Julius Baer
Industry
FinancialServices
Description
The company shapes the future of wealth management by empowering individuals to create value beyond wealth.
Not a perfect match?
- Julius Baer
Investment Advisor(m/w/x)
Full-timeOn-siteExperiencedZürich - Julius Baer
Investment Advisor(m/w/x)
Full-timeOn-siteExperiencedZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
Investment Advisor – Focus on Polish Clients(m/w/x)
Full-timeOn-siteExperiencedZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
Investment Advisor – Focus on Polish Clients(m/w/x)
Full-timeOn-siteExperiencedZürich - Julius Baer
Investment Advisor – Focus on Polish Clients(m/w/x)
Full-timeOn-siteExperiencedZürich