Investment Partner / Investment Advisory Premium

Julius Baer is the leading Swiss private banking group with a focus on servicing and advising sophisticated private clients and a premium brand in global wealth management. That is why a comprehensive range of services and first-class service quality are essential - as are the committed teams that provide them.

YOUR CHALLENGE

• Being the preferred point of contact for relationship managers for investment solutions and client support.
• Responsible for generating investment proposals and portfolio reviews tailored to client needs and performing proactive advice across asset classes.
• Hosting regular desk meetings for relationship managers in order to provide investment ideas, market follow-ups and updates on the bank's house view.
• Participating and supporting relationship managers in client meetings.
• Representing Advisory Solutions as product experts in internal and external events.

REQUIREMENTS

• Profound understanding of financial markets as well as the investment advisory process.
• Very solid skills and education in capital markets/economics; university degree and/or CFA or similar preferred
• Extensive experience as investment advisor, investment consultant or in a similar role
• Ability to generate solutions in a pressurised environment
• Languages skills: English, Russian as an advantage

We are looking forward to receiving your full job application through our online application tool. You can find further interesting job opportunities from the Home Page or under Similar Jobs section.