Investment Advisor

Bank Julius Bär & Co. Ltd
Zurich, Switzerland
06 Nov 2019
15 Nov 2019
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
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.

  • Key interface function between Private Banking Relationship Managers (RMs) and the Advisory Solutions (AS) department including Investment Advisory (IA) with direct responsibility of IA clients
  • Providing active support for RMs in acquisition, client development and retention activities

In terms of Investment Advisory:
  • Monitoring and analysing portfolios and providing high quality tailor-made investment advice to sophisticated and active private clients, based on their requirements and the Julius Baer investment strategy
  • Active role as investment professional. Providing first class advice, asset allocation across all asset classes including direct equities, fixed income, hedge funds and structured products
  • Following developments in the financial markets to maintain an understanding of investment products as well as current and anticipated trends and how they affect the client portfolios
  • Unbiased and holistic business enabler for client solutions including cross-selling activities (IA and Discretionary Mandates, Funds, Structured Products, Credits, Global Custody, Wealth & Tax Planning etc.)
  • Representative function and ambassador of Julius Bär and Advisory Solutions value proposition
  • Participation in client meetings with RMs (prospecting, existing clients)

  • In-depth knowledge and at least 10 years of professional experience in banking and financial markets (preferable in the Investment Advisory business applying a portfolio approach, sales and distribution)
  • Pronounced knowledge in all asset classes in a portfolio context with specific in-depth experience in major European and US equity markets including option strategies on equities
  • Further education in financial markets (university/university of applied science, AZEK, CFA, etc.)
  • Client and service oriented personality with excellent selling and presentation skills - attentive listener, ability to communicate complex subjects at different levels; efficient and independent working methods, self-assertion and high motivation
  • Excellent interpersonal skills, trustworthy team player, high level of drive and energy, making contribution with conviction and confidence
  • Excellent written and oral skills in German and English; additional languages are a plus
  • Profound knowledge of MS Office and Bloomberg

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