Julius Baer
Team Head LATAM & Iberia Investment Advisory(m/w/x)
Full-timeOn-siteSenior
Zürich
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JUJulius Baer
Team Head LATAM & Iberia Investment Advisory(m/w/x)
Zürich
Full-timeOn-siteSenior
Nejo AI Summary
Leading investment advisors for LATAM & Iberia, fostering collaboration and setting performance targets. Proven track record in team leadership, preferably multi-jurisdictional, required. Hybrid work, 4-week workation option.
Requirements
- University degree in Finance, Economics, Business Administration, or related field
- CFA and/or additional certifications such as CAIA highly valued
- CWMA Holder
- Proven track record leading investment advisory teams, preferably global or multi-jurisdictional
- Deep understanding of LATAM & Iberic cultural nuances and business practices, existing familiarity with major wealth centres in LATAM & Iberia
- Expertise across all major asset classes (equities, bonds, alternatives, hedge funds, private markets, structured products)
- Strong grasp of taxation principles (Swiss and international), estate planning, anti-money laundering regulations
- Ability to operate autonomously at executive level, exercising sound judgment under pressure
- Exceptional communication and storytelling skills, able to translate complexity into clarity for diverse audiences
- Natural leader who inspires trust and develops others with patience and fairness
- Diplomatic and discreet, with high sense of ethics and responsibility
- Curious mind with enduring passion for global markets and lifelong learning
- Resilient, solution-oriented, and committed to operational precision
- Eligible to work in Switzerland and willing to travel internationally, including frequent trips to Latin America & Iberia
Tasks
- Lead and mentor investment advisors for LATAM & Iberia
- Promote collaboration and continuous learning
- Set performance targets and monitor key metrics
- Implement structured feedback mechanisms
- Collaborate on recruitment and succession planning
- Advocate for resources and strategic alignment
- Serve as lead advisor for top-tier clients
- Craft tax-efficient and culturally attuned investment strategies
- Conduct portfolio diagnostics and asset allocation reviews
- Integrate macroeconomic outlooks and political developments
- Generate thematic investment ideas
- Ensure MiFID II compliance and transparent documentation
- Deliver insightful client presentations
- Co-lead client meetings and transition planning
- Travel to key LATAM & Iberia hubs
- Coordinate with local coverage teams
- Share market commentary and client insights
- Liaise with Research and regional desks
- Refine investment views and identify shifts
- Contribute to client journey improvements
- Oversee trade execution and transaction management
- Ensure compliance with internal controls and regulations
- Work with Operations, Compliance, and Legal
- Implement standardised operating procedures
Work Experience
- 12 years
Education
- Bachelor's degree
Languages
- Spanish – Native
- Portuguese – Business Fluent
- English – Business Fluent
- German – Basic
Tools & Technologies
- Bloomberg
- Microsoft Office Suite
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.
Not a perfect match?
- Julius Baer
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Full-timeOn-siteSeniorZürich
JUJulius Baer
Team Head LATAM & Iberia Investment Advisory(m/w/x)
Zürich
Full-timeOn-siteSenior
Nejo AI Summary
Leading investment advisors for LATAM & Iberia, fostering collaboration and setting performance targets. Proven track record in team leadership, preferably multi-jurisdictional, required. Hybrid work, 4-week workation option.
Requirements
- University degree in Finance, Economics, Business Administration, or related field
- CFA and/or additional certifications such as CAIA highly valued
- CWMA Holder
- Proven track record leading investment advisory teams, preferably global or multi-jurisdictional
- Deep understanding of LATAM & Iberic cultural nuances and business practices, existing familiarity with major wealth centres in LATAM & Iberia
- Expertise across all major asset classes (equities, bonds, alternatives, hedge funds, private markets, structured products)
- Strong grasp of taxation principles (Swiss and international), estate planning, anti-money laundering regulations
- Ability to operate autonomously at executive level, exercising sound judgment under pressure
- Exceptional communication and storytelling skills, able to translate complexity into clarity for diverse audiences
- Natural leader who inspires trust and develops others with patience and fairness
- Diplomatic and discreet, with high sense of ethics and responsibility
- Curious mind with enduring passion for global markets and lifelong learning
- Resilient, solution-oriented, and committed to operational precision
- Eligible to work in Switzerland and willing to travel internationally, including frequent trips to Latin America & Iberia
Tasks
- Lead and mentor investment advisors for LATAM & Iberia
- Promote collaboration and continuous learning
- Set performance targets and monitor key metrics
- Implement structured feedback mechanisms
- Collaborate on recruitment and succession planning
- Advocate for resources and strategic alignment
- Serve as lead advisor for top-tier clients
- Craft tax-efficient and culturally attuned investment strategies
- Conduct portfolio diagnostics and asset allocation reviews
- Integrate macroeconomic outlooks and political developments
- Generate thematic investment ideas
- Ensure MiFID II compliance and transparent documentation
- Deliver insightful client presentations
- Co-lead client meetings and transition planning
- Travel to key LATAM & Iberia hubs
- Coordinate with local coverage teams
- Share market commentary and client insights
- Liaise with Research and regional desks
- Refine investment views and identify shifts
- Contribute to client journey improvements
- Oversee trade execution and transaction management
- Ensure compliance with internal controls and regulations
- Work with Operations, Compliance, and Legal
- Implement standardised operating procedures
Work Experience
- 12 years
Education
- Bachelor's degree
Languages
- Spanish – Native
- Portuguese – Business Fluent
- English – Business Fluent
- German – Basic
Tools & Technologies
- Bloomberg
- Microsoft Office Suite
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 enables individuals to be impactful, entrepreneurial, empowered, and to create value beyond wealth in wealth management.
Not a perfect match?
- Julius Baer
Team Head LATAM & Iberia Investment Advisory(m/w/x)
Full-timeOn-siteSeniorZürich - Julius Baer
Team Head LATAM & Iberia Investment Advisory(m/w/x)
Full-timeOn-siteSeniorZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
Team Head LATAM & Iberia Investment Advisory(m/w/x)
Full-timeOn-siteSeniorZürich - Deutsche Bank (Suisse) SA
Investment Manager for the LatAm team(m/w/x)
Full-timeOn-siteSeniorZürich - Vontobel Swiss Financial Advisers AG
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