Julius Baer
Financial Services
InvestmentAdvisor,Genevabased,100%(f/m/d)
“Investment Advisor, Geneva based, 100% (f/m/d) at Julius Baer. Skills: Investment advisory, Portfolio management, Client engagement. Develop and manage a portfolio of clients. Act as a trusted investment advisor”
Industry & Context.
Permanently based in Geneva, Eligibility to work in Switzerland, Travel within Switzerland
What They're Looking For.
Must Have
5 – 10 years minimum of relevant professional experience in investment advisory, Full professional fluency in English and French
Nice to Have
CFA Charterholder (or equivalent), CFA Exams enrollment, Specialized knowledge in a key asset class, CWMA Holder
What You'll Do.
Develop and manage a portfolio of clients
Act as a trusted investment advisor
Deliver holistic advice across all major asset classes
Integrate Julius Baer’s investment strategy
Integrate investment platform into client portfolios
Originate tailored investment proposals
Deliver tailored investment proposals
Incorporate comprehensive portfolio analysis
Stay updated on global market developments
Stay updated on investment themes
Stay updated on product innovations
Stay updated on relevant regulatory changes
Engage clients and prospects
Design high-impact presentations
Deliver insight-driven presentations
Collaborate with Relationship Managers
Co-develop bespoke investment strategies
Lead advisory sessions
Process trade transactions
Validate trade transactions
Confirm post-trade transactions
Adhere to internal governance standards
Adhere to regulatory obligations
How You'll Work.
Team & Collaboration
Collaborate with Relationship Managers; Client and prospect engagements
Communication Scope
Client presentations; Market commentary; Thematic ideas; Opportunity assessments
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