Job offer
Investment Advisor - Full-time (f/m/d)
The Julius Baer Group is seeking an Investment Advisor (full-time position) to provide personalized advice and support to clients, helping them achieve their financial goals through portfolio management and strategic recommendations. The ideal candidate will have a client-focused mindset, strong analytical skills, and experience in the investment field.
Job description
We are looking for an Investment Advisor (Full-Time) to support our clients with tailored investment advice and solutions, helping them achieve their financial goals through portfolio management, market analysis, and strategic recommendations.Tasks
The main tasks include:- 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 relationship managers and product specialists to deliver comprehensive wealth management solutions
Your profile
We are looking for someone with:- 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
We offer
We offer a challenging and varied role in a dynamic environment.Job details
Training opportunities powered by skillaware.