Job offer
Investment Advisor - Full-time (f/m/d)
The Julius Baer Group is seeking an Investment Advisor who will provide personalized investment advice and solutions to clients and help them achieve their financial goals. The ideal candidate will have a client-focused mindset, strong analytical skills, and experience in investment and wealth management.
Job description
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.Tasks
- Creation and adjustment of investment portfolios based on client needs and market conditions
- Ensuring compliance with regulatory requirements and internal policies in all consulting activities
- Collaborating with client relationship managers and product specialists to deliver comprehensive wealth management solutions
Your profile
- 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 advisory or asset management in private banking
We offer
The opportunity to be part of a team that is shaping the future of wealth management.Job details
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