Julius Baer
Team Head LATAM & Iberia Investment Advisory(m/w/x)
Full-timeOn-siteSenior
Zürich
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CHCH10 - BJB Bank Julius Baer & Co. Ltd.
Team Head LATAM & Iberia Investment Advisory(m/w/x)
Zürich
Full-timeOn-siteSenior
Nejo AI Summary
Leading investment advisory teams for global clients at a private bank. Minimum 12+ years of cross-border advisory experience required. Collaboration on recruitment and succession planning.
Requirements
- University degree in Finance, Economics, Business Administration, or related field
- CFA and/or additional certifications such as CAIA highly valued
- CWMA Holder
- Minimum 12+ years relevant experience in private banking or wealth management, ideally with cross-border advisory exposure
- Proven track record leading investment advisory teams, preferably in global or multi-jurisdictional setting
- Deep understanding of LATAM & Iberic cultural nuances and business practices, existing familiarity with major wealth centres in LATAM & Iberia
- Native or near-native proficiency in Spanish; Portuguese fluency strongly preferred
- Full professional command of English (written and spoken); German is an asset but not required
- 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 considerations, anti-money laundering regulations
- Demonstrated 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
- Technically adept with Bloomberg, Microsoft Office Suite, capable to quickly manage internal tools
- 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
- Promote collaboration and continuous learning
- Define and monitor performance targets
- Implement structured feedback mechanisms
- Collaborate on recruitment and succession planning
- Advocate for team resources and training
- Serve as lead advisor for top-tier clients
- Craft tax-efficient investment strategies
- Conduct portfolio diagnostics and asset allocation reviews
- Integrate macroeconomic and political insights
- Generate thematic investment ideas
- Ensure MiFID II compliance
- Deliver insightful client presentations
- Co-lead client meetings and consultations
- Travel to key LATAM & Iberia hubs
- Coordinate with local coverage teams
- Share market commentary and insights
- Liaise with Research and regional desks
- Contribute to client journey improvements
- Oversee trade execution and transaction management
- Ensure compliance with internal controls
- 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
- CFA
- CAIA
- CWMA
- Bloomberg
- Microsoft Office Suite
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.
Team Head LATAM & Iberia Investment Advisory(m/w/x)
Zürich
Full-timeOn-siteSenior
Nejo AI Summary
Leading investment advisory teams for global clients at a private bank. Minimum 12+ years of cross-border advisory experience required. Collaboration on recruitment and succession planning.
Requirements
- University degree in Finance, Economics, Business Administration, or related field
- CFA and/or additional certifications such as CAIA highly valued
- CWMA Holder
- Minimum 12+ years relevant experience in private banking or wealth management, ideally with cross-border advisory exposure
- Proven track record leading investment advisory teams, preferably in global or multi-jurisdictional setting
- Deep understanding of LATAM & Iberic cultural nuances and business practices, existing familiarity with major wealth centres in LATAM & Iberia
- Native or near-native proficiency in Spanish; Portuguese fluency strongly preferred
- Full professional command of English (written and spoken); German is an asset but not required
- 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 considerations, anti-money laundering regulations
- Demonstrated 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
- Technically adept with Bloomberg, Microsoft Office Suite, capable to quickly manage internal tools
- 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
- Promote collaboration and continuous learning
- Define and monitor performance targets
- Implement structured feedback mechanisms
- Collaborate on recruitment and succession planning
- Advocate for team resources and training
- Serve as lead advisor for top-tier clients
- Craft tax-efficient investment strategies
- Conduct portfolio diagnostics and asset allocation reviews
- Integrate macroeconomic and political insights
- Generate thematic investment ideas
- Ensure MiFID II compliance
- Deliver insightful client presentations
- Co-lead client meetings and consultations
- Travel to key LATAM & Iberia hubs
- Coordinate with local coverage teams
- Share market commentary and insights
- Liaise with Research and regional desks
- Contribute to client journey improvements
- Oversee trade execution and transaction management
- Ensure compliance with internal controls
- 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
- CFA
- CAIA
- CWMA
- Bloomberg
- Microsoft Office Suite
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.
Not a perfect match?
- Julius Baer
Team Head LATAM & Iberia Investment Advisory(m/w/x)
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