CH10 - BJB Bank Julius Baer & Co. Ltd.
Investment Advisor – Focus on Polish Clients(m/w/x)
Full-timeOn-siteExperienced
Zürich
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JUJulius Baer
Investment Advisor – Focus on Polish Clients(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Tailored investment proposals for Polish clients, integrating macroeconomic trends. Native Polish proficiency and CWMA holder preferred. Hybrid work, 4-day work week.
Requirements
- Master’s degree in Banking, Finance, Business Administration, Economics, or related
- CWMA Holder preferred
- Native-level Polish proficiency
- Full professional English fluency
- Deep understanding of Polish business culture and society
- Prior experience covering Polish clients or markets
- 3–7 years relevant professional experience in private banking, investment advisory, or similar financial services
- Entrepreneurial mindset
- Proactive and self-driven
- Ability to act independently
- Strong analytical and conceptual skills
- Ability to interpret complex financial information efficiently
- Excellent communication abilities
- Excellent interpersonal abilities
- Excellent presentation abilities
- Client-focused approach
- Commitment to delivering high-quality service
- Methodical and detail-oriented
- Resilient under pressure
- Capable of meeting tight deadlines without compromising precision
- Permanently based in Zürich (CH)
- Eligibility to work in Switzerland
- Eligibility to travel within Switzerland
Tasks
- Originate and deliver tailored investment proposals
- Conduct in-depth portfolio performance reviews
- Produce analytical reports for strategic decisions
- Research, develop, and evaluate innovative investment solutions
- Integrate macroeconomic trends into portfolio construction
- Contribute to idea generation and thematic research
- Provide regional investment recommendations for Polish clientele
- Serve as an investment advisor for Polish-speaking clients
- Provide holistic advice across all major asset classes
- Engage with clients and prospects
- Design and deliver insight-driven presentations
- Collaborate with Relationship Managers on investment strategies
- Co-develop bespoke investment strategies
- Lead client meetings and advisory sessions
- Process trade transactions end-to-end
- Initiate trade transactions
- Validate trade transactions
- Coordinate trade transactions with middle/back office
- Confirm post-trade transactions
- Execute buy/sell orders accurately and timely
- Monitor trade lifecycles
- Resolve trade discrepancies swiftly
- Coordinate with custody, operations, and compliance
- Provide high-caliber operational and administrative support
- Ensure seamless execution of client servicing workflows
- Adhere to internal governance standards
- Meet documentation requirements
- Comply with regulatory obligations
- Perform MiFID II appropriateness assessments
- Conduct MiFID II suitability checks
- Maintain meticulous client interaction records
- Record investment rationales
- Maintain transaction histories
- Stay updated on global market developments
- Stay updated on emerging investment themes
- Stay updated on product innovations
- Stay updated on relevant regulatory changes
- Leverage global research insights
- Enrich client conversations with research insights
Work Experience
- 3 - 7 years
Education
- Master's degree
Languages
- Polish – Native
- 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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- Julius Baer
Investment Advisor – Focus on Polish Clients(m/w/x)
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JUJulius Baer
Investment Advisor – Focus on Polish Clients(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Tailored investment proposals for Polish clients, integrating macroeconomic trends. Native Polish proficiency and CWMA holder preferred. Hybrid work, 4-day work week.
Requirements
- Master’s degree in Banking, Finance, Business Administration, Economics, or related
- CWMA Holder preferred
- Native-level Polish proficiency
- Full professional English fluency
- Deep understanding of Polish business culture and society
- Prior experience covering Polish clients or markets
- 3–7 years relevant professional experience in private banking, investment advisory, or similar financial services
- Entrepreneurial mindset
- Proactive and self-driven
- Ability to act independently
- Strong analytical and conceptual skills
- Ability to interpret complex financial information efficiently
- Excellent communication abilities
- Excellent interpersonal abilities
- Excellent presentation abilities
- Client-focused approach
- Commitment to delivering high-quality service
- Methodical and detail-oriented
- Resilient under pressure
- Capable of meeting tight deadlines without compromising precision
- Permanently based in Zürich (CH)
- Eligibility to work in Switzerland
- Eligibility to travel within Switzerland
Tasks
- Originate and deliver tailored investment proposals
- Conduct in-depth portfolio performance reviews
- Produce analytical reports for strategic decisions
- Research, develop, and evaluate innovative investment solutions
- Integrate macroeconomic trends into portfolio construction
- Contribute to idea generation and thematic research
- Provide regional investment recommendations for Polish clientele
- Serve as an investment advisor for Polish-speaking clients
- Provide holistic advice across all major asset classes
- Engage with clients and prospects
- Design and deliver insight-driven presentations
- Collaborate with Relationship Managers on investment strategies
- Co-develop bespoke investment strategies
- Lead client meetings and advisory sessions
- Process trade transactions end-to-end
- Initiate trade transactions
- Validate trade transactions
- Coordinate trade transactions with middle/back office
- Confirm post-trade transactions
- Execute buy/sell orders accurately and timely
- Monitor trade lifecycles
- Resolve trade discrepancies swiftly
- Coordinate with custody, operations, and compliance
- Provide high-caliber operational and administrative support
- Ensure seamless execution of client servicing workflows
- Adhere to internal governance standards
- Meet documentation requirements
- Comply with regulatory obligations
- Perform MiFID II appropriateness assessments
- Conduct MiFID II suitability checks
- Maintain meticulous client interaction records
- Record investment rationales
- Maintain transaction histories
- Stay updated on global market developments
- Stay updated on emerging investment themes
- Stay updated on product innovations
- Stay updated on relevant regulatory changes
- Leverage global research insights
- Enrich client conversations with research insights
Work Experience
- 3 - 7 years
Education
- Master's degree
Languages
- Polish – Native
- 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.
Like this job?
BetaYour Career Agent finds similar jobs for you every day.
About the Company
Julius Baer
Industry
FinancialServices
Description
Julius Baer enables individuals to be impactful, entrepreneurial, empowered, and to create value beyond wealth in wealth management.
Not a perfect match?
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