CH10 - BJB Bank Julius Baer & Co. Ltd.
Investment Advisor – Focus on Polish Clients(m/w/x)
Full-timeOn-siteExperienced
Zürich
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CHCH10 - BJB Bank Julius Baer & Co. Ltd.
Investment Advisor – Focus on Polish Clients(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Tailored investment proposals and portfolio reviews for Polish private clients. Native Polish proficiency and CWMA holder preferred. Company car for private use.
Requirements
- Master’s degree in Banking, Finance, Business Administration, Economics, or related discipline
- 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, self-driven, and independent work ability
- 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, and resilient under pressure
- Ability to meet tight deadlines without compromising precision
- Permanently based in Zürich (CH)
- Eligibility to work in Switzerland
- Ability to travel within Switzerland
Tasks
- Deliver tailored investment proposals
- Conduct portfolio performance reviews
- Produce analytical reports
- Research innovative investment solutions
- Develop portfolio construction methodologies
- Evaluate investment solutions
- Contribute to idea generation
- Conduct thematic research
- Provide regional investment recommendations
- Serve as an investments advisor
- Provide holistic advice across asset classes
- Engage with clients and prospects
- Design high-impact presentations
- Deliver insight-driven presentations
- Collaborate with Relationship Managers
- Co-develop bespoke investment strategies
- Lead client meetings
- Lead advisory sessions
- Process trade transactions end-to-end
- Validate trade transactions
- Coordinate trade execution with middle/back office
- Confirm post-trade transactions
- Execute buy/sell orders
- Monitor trade lifecycles
- Resolve trade discrepancies
- Coordinate with custody and operations
- Coordinate with compliance units
- Provide operational support
- Provide administrative support
- Ensure client servicing workflows
- Adhere to internal governance standards
- Meet documentation requirements
- Comply with regulatory obligations
- Perform MiFID II appropriateness assessments
- Conduct suitability checks
- Maintain client interaction records
- Record investment rationales
- Maintain transaction histories
- Stay updated on market developments
- Stay updated on investment themes
- Stay updated on product innovations
- Stay updated on regulatory changes
- Leverage global research insights
- Enrich client conversations
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 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.
Investment Advisor – Focus on Polish Clients(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Tailored investment proposals and portfolio reviews for Polish private clients. Native Polish proficiency and CWMA holder preferred. Company car for private use.
Requirements
- Master’s degree in Banking, Finance, Business Administration, Economics, or related discipline
- 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, self-driven, and independent work ability
- 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, and resilient under pressure
- Ability to meet tight deadlines without compromising precision
- Permanently based in Zürich (CH)
- Eligibility to work in Switzerland
- Ability to travel within Switzerland
Tasks
- Deliver tailored investment proposals
- Conduct portfolio performance reviews
- Produce analytical reports
- Research innovative investment solutions
- Develop portfolio construction methodologies
- Evaluate investment solutions
- Contribute to idea generation
- Conduct thematic research
- Provide regional investment recommendations
- Serve as an investments advisor
- Provide holistic advice across asset classes
- Engage with clients and prospects
- Design high-impact presentations
- Deliver insight-driven presentations
- Collaborate with Relationship Managers
- Co-develop bespoke investment strategies
- Lead client meetings
- Lead advisory sessions
- Process trade transactions end-to-end
- Validate trade transactions
- Coordinate trade execution with middle/back office
- Confirm post-trade transactions
- Execute buy/sell orders
- Monitor trade lifecycles
- Resolve trade discrepancies
- Coordinate with custody and operations
- Coordinate with compliance units
- Provide operational support
- Provide administrative support
- Ensure client servicing workflows
- Adhere to internal governance standards
- Meet documentation requirements
- Comply with regulatory obligations
- Perform MiFID II appropriateness assessments
- Conduct suitability checks
- Maintain client interaction records
- Record investment rationales
- Maintain transaction histories
- Stay updated on market developments
- Stay updated on investment themes
- Stay updated on product innovations
- Stay updated on regulatory changes
- Leverage global research insights
- Enrich client conversations
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 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.
About the Company
CH10 - BJB Bank Julius Baer & Co. Ltd.
Industry
FinancialServices
Description
Julius Baer is a global wealth management company focused on shaping the future of wealth management through impactful, entrepreneurial, and empowered individuals.
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