Julius Baer
.GPS Associate Investment Advisor(m/w/x)
Full-timeRemoteExperienced
Zürich
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CHCH10 - BJB Bank Julius Baer & Co. Ltd.
GPS Associate Investment Advisor(m/w/x)
Zürich
Full-timeRemoteExperienced
AI/ML
Nejo AI Summary
Developing investment concepts and client proposals for wealth management. Bachelor's degree and emerging tech understanding required. Rotations across key teams and asset classes.
Requirements
- Bachelor's or Master's degree in Banking, Finance, Business Administration, Economics, or related discipline
- Entrepreneurial spirit: proactive, self-motivated, comfortable taking initiative
- Strong analytical and conceptual thinking abilities
- Understanding and basic experience of emerging technologies (AI, robotics, automation, data analytics)
- Excellent interpersonal, communication, and presentation skills
- Service-oriented mindset with dedication to client support excellence
- Systematic, precise, resilient working style under tight deadlines
- Native German and fluent English; additional languages are an advantage
- Eligibility to work in country of application
Tasks
- Prepare client investment proposals
- Tailor portfolio and investment recommendations
- Support client and prospect pitches
- Present market insights and investment ideas
- Develop investment concepts aligned with client objectives
- Assess client needs and risk profiles
- Collaborate with specialists across asset classes
- Work with senior investment advisors
- Handle trade entry and account balance tasks
- Broaden understanding of GPS capabilities and clients
- Build a strong internal network
Work Experience
- 2 - 3 years
Education
- Master's degree
Languages
- German – Native
- English – Business Fluent
Tools & Technologies
- artificial intelligence
- robotics
- automation
- data analytics
Benefits
Diverse Work
- 2-3 rotations across key teams
- Exposure to different asset classes
- Exposure to product development
- Exposure to client solutions
Other Benefits
- Exposure to investment advisory
Mentorship & Coaching
- Work with seasoned specialists
- Work with subject-matter experts
- Dual mentorship model
- Senior career adviser
- Buddy for day-to-day integration
- Personal growth valued
Learning & Development
- Targeted training programmes
- Technical competencies training
- Soft skills training
- Client management training
- Communication training
- Investment pitching training
- Regulatory frameworks training
Informal Culture
- Inclusive culture
- Diverse perspectives valued
- Teamwork valued
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of CH10 - BJB Bank Julius Baer & Co. Ltd. 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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CHCH10 - BJB Bank Julius Baer & Co. Ltd.
GPS Associate Investment Advisor(m/w/x)
Zürich
Full-timeRemoteExperienced
AI/ML
Nejo AI Summary
Developing investment concepts and client proposals for wealth management. Bachelor's degree and emerging tech understanding required. Rotations across key teams and asset classes.
Requirements
- Bachelor's or Master's degree in Banking, Finance, Business Administration, Economics, or related discipline
- Entrepreneurial spirit: proactive, self-motivated, comfortable taking initiative
- Strong analytical and conceptual thinking abilities
- Understanding and basic experience of emerging technologies (AI, robotics, automation, data analytics)
- Excellent interpersonal, communication, and presentation skills
- Service-oriented mindset with dedication to client support excellence
- Systematic, precise, resilient working style under tight deadlines
- Native German and fluent English; additional languages are an advantage
- Eligibility to work in country of application
Tasks
- Prepare client investment proposals
- Tailor portfolio and investment recommendations
- Support client and prospect pitches
- Present market insights and investment ideas
- Develop investment concepts aligned with client objectives
- Assess client needs and risk profiles
- Collaborate with specialists across asset classes
- Work with senior investment advisors
- Handle trade entry and account balance tasks
- Broaden understanding of GPS capabilities and clients
- Build a strong internal network
Work Experience
- 2 - 3 years
Education
- Master's degree
Languages
- German – Native
- English – Business Fluent
Tools & Technologies
- artificial intelligence
- robotics
- automation
- data analytics
Benefits
Diverse Work
- 2-3 rotations across key teams
- Exposure to different asset classes
- Exposure to product development
- Exposure to client solutions
Other Benefits
- Exposure to investment advisory
Mentorship & Coaching
- Work with seasoned specialists
- Work with subject-matter experts
- Dual mentorship model
- Senior career adviser
- Buddy for day-to-day integration
- Personal growth valued
Learning & Development
- Targeted training programmes
- Technical competencies training
- Soft skills training
- Client management training
- Communication training
- Investment pitching training
- Regulatory frameworks training
Informal Culture
- Inclusive culture
- Diverse perspectives valued
- Teamwork valued
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of CH10 - BJB Bank Julius Baer & Co. Ltd. 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
CH10 - BJB Bank Julius Baer & Co. Ltd.
Industry
FinancialServices
Description
The company is focused on wealth management, providing personalized financial services and solutions to clients.
Not a perfect match?
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