Job offer

Head of the CIO Office for Western Europe

Julius Baer is seeking a Head of the CIO Office for Western Europe in Luxembourg to lead a team of portfolio managers and oversee investment portfolios and strategic client relations.

YOUR CHALLENGE

  • Lead and mentor a team of portfolio managers, fostering a high-performance culture and ensuring the seamless execution of investment strategies across the desk
  • Take responsibility for general team management and human resources matters, including workforce allocation, recruitment, performance evaluations, and professional development
  • Represent the Bank at public speaking engagements and industry events in Luxembourg, strengthening its market presence and increasing its visibility among clients, prospects, and key stakeholders
  • Drive asset growth and enhance profitability by leading sales pitches, maintaining a strong commercial focus, and providing excellent client service
  • Oversee the implementation of investment strategies, ensuring optimal asset allocation that aligns with clients' investment objectives, risk tolerance, time horizon, and market conditions
  • Regularly review and analyze the team's portfolio performance, providing detailed and consolidated reports to senior management, clients, and internal stakeholders
  • Stay up to date on market developments, economic trends, and regulatory changes, and use this knowledge to inform strategic decisions and guide the team
  • Communicate effectively with clients, relationship managers, and senior stakeholders to provide high-level guidance on investment or strategic matters
  • Ensure that the team complies with relevant laws, regulations, and Bank policies, and promote a culture of strict adherence to internal and external guidelines
  • Work closely with other departments, such as Bank Management, IF, and Client Service, to ensure the integrated and effective execution of the Bank's investment strategies
  • Oversee the department's budget, including resource allocation and cost control

YOUR PROFILE

  • Proven leadership and team management experience, with a track record of successfully mentoring and developing investment professionals
  • Extensive experience in successfully presenting proposals to ultra-high-net-worth individuals (UHNWIs)
  • Extensive experience in investment management, portfolio management, or a related field, with a proven track record of achieving investment objectives and effectively managing risk
  • Relevant professional certifications, such as Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA), are highly advantageous
  • Fluency in English; proficiency in additional languages, such as French, Spanish, Italian, Portuguese, Danish, and German, is a plus
  • A proactive and energetic attitude
  • Self-motivated and proactive, with a deep passion for financial markets and investments
  • A strong sense of accountability, reliability, and a collaborative team spirit
  • Flexible and adaptable, with excellent communication and interpersonal skills
  • Master's degree in finance, economics, business administration, or a related field

Job details

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