Julius Baer
Investment Advisor(m/w/x)
Full-timeOn-siteExperienced
Zürich
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Developing tailored investment proposals and analytical reports for private clients at a Swiss private bank. CFA Charterholder or equivalent experience required. Entrepreneurial environment with value creation beyond wealth.
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
- Additional language skills highly useful
- 3-10 years relevant professional experience in investment advisory, private banking, or similar financial services environment
- Entrepreneurial mindset, proactive, 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
- Capable of meeting 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 investment ideas
- Provide holistic investment advice
- Design high-impact client presentations
- Collaborate with Relationship Managers
- Lead client meetings and advisory sessions
- Process trade transactions end-to-end
- Support senior investment advisors
- Execute buy/sell orders accurately
- Monitor trade lifecycles
- Resolve trade discrepancies
- Provide operational and administrative support
- Adhere to internal governance standards
- Maintain client interaction records
- Stay updated on market developments
- Leverage global research insights
Work Experience
- 3 - 10 years
Education
- Bachelor's degreeOR
- Master's degree
Languages
- English – Business Fluent
Benefits
Purpose-Driven Work
- Impactful work
- Value creation beyond wealth
Startup Environment
- Entrepreneurial environment
Other Benefits
- Empowerment
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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Senior Investment Advisor(m/w/x)
Full-timeOn-siteSeniorZürich
Developing tailored investment proposals and analytical reports for private clients at a Swiss private bank. CFA Charterholder or equivalent experience required. Entrepreneurial environment with value creation beyond wealth.
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
- Additional language skills highly useful
- 3-10 years relevant professional experience in investment advisory, private banking, or similar financial services environment
- Entrepreneurial mindset, proactive, 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
- Capable of meeting 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 investment ideas
- Provide holistic investment advice
- Design high-impact client presentations
- Collaborate with Relationship Managers
- Lead client meetings and advisory sessions
- Process trade transactions end-to-end
- Support senior investment advisors
- Execute buy/sell orders accurately
- Monitor trade lifecycles
- Resolve trade discrepancies
- Provide operational and administrative support
- Adhere to internal governance standards
- Maintain client interaction records
- Stay updated on market developments
- Leverage global research insights
Work Experience
- 3 - 10 years
Education
- Bachelor's degreeOR
- Master's degree
Languages
- English – Business Fluent
Benefits
Purpose-Driven Work
- Impactful work
- Value creation beyond wealth
Startup Environment
- Entrepreneurial environment
Other Benefits
- Empowerment
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
Julius Baer is a leading wealth management company focused on providing impactful, entrepreneurial, and empowered services to create value beyond wealth.
Not a perfect match?
- Julius Baer
Investment Advisor(m/w/x)
Full-timeOn-siteExperiencedZürich - Julius Baer
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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 - Vontobel Swiss Financial Advisers AG
Senior Investment Advisor(m/w/x)
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