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

As a GPS Associate Investment Advisor, you will contribute directly to the Investment Advisor team and take on responsibilities such as the following:

• Preparing investment proposals for clients and adjusting portfolio and investment recommendations
• Support for 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 the following profile:

• 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 you:

• 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-mentor model: a senior career counselor for career guidance and a buddy to help with day-to-day integration
• Access to targeted training programs that cover technical skills, soft skills (e.g., client management, communication, investment pitching), and regulatory frameworks that are essential to the private banking industry
• A competitive salary and a comprehensive benefits package
• An inclusive culture that values diverse perspectives, teamwork, and personal growth