Job offer
Investment Advisor - Full-time (f/m/d)
The Julius Baer Group is seeking an Investment Advisor who will provide personalized advice and support to clients to help them achieve their financial goals through portfolio management and strategic recommendations. The ideal candidate will have experience in the investment field, strong analytical skills, and a client-focused mindset.
Tasks
Responsible for developing customized investment advice and solutions for clients to help them achieve their financial goals through portfolio management, market insights, and strategic recommendations.Your profile
- Ensure that all consulting activities comply with regulatory requirements and internal policies
- Collaborating with client relationship managers and product specialists to deliver comprehensive wealth management solutions
- Demonstrate a customer-focused mindset with a proactive and solution-oriented approach
- Strong analytical skills and the ability to interpret market trends, financial data, and technological developments
- In-depth knowledge of investment products, portfolio construction, and risk management
- Proven experience in investment advice or asset management at a private bank
Job details
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