GPS Associate Investment Advisor

About the job

As a GPS Associate Investment Advisor at Julius Baer in Zurich, Switzerland, you will have the opportunity to launch and advance your career in the private banking industry.

Your tasks

You will contribute directly to the Investment Advisor team and take on responsibilities such as the following:

• Preparing investment proposals for clients and adjusting portfolios and investment recommendations
• Support with client and prospect presentations (e.g., presentations, market insights, investment ideas)
• Development and evaluation of investment strategies tailored to clients’ goals, needs, and risk profiles
• Collaboration with specialists from various asset classes and product areas
• Support and collaboration with experienced investment advisors (e.g., trade entry, account balance, etc.)

Your profile

We are looking for a candidate with:

• Bachelor's or Master's degree in banking, finance, business administration, economics, or a related field
• 2-3 years of professional experience (including internships)
• Entrepreneurial spirit – proactive, self-motivated, and comfortable taking the initiative
• Strong analytical and conceptual thinking skills, able to process complex information quickly
• Understanding of and hands-on experience with emerging technologies, including artificial intelligence, robotics, automation, and data analysis
• Excellent interpersonal, communication, and presentation skills

What we offer

We offer:

• A steep learning curve through 2–3 rotations in key teams at GPS (e.g., Wealth Planning, Asset Class Specialists)—with broad exposure to investment advisors, various asset classes, product development, and client solutions
• The opportunity to work directly with experienced specialists and experts and contribute to day-to-day operations
• Ongoing support through a dual mentoring model: a senior career advisor for career counseling and a buddy to help with daily integration
• Access to targeted training programs that cover technical skills, soft skills (e.g., client management, communication, investment pitching), and the regulatory framework for the private banking industry
• A competitive salary and a comprehensive benefits package
• An inclusive culture that values diverse perspectives, teamwork, and personal growth