Job offer
Investment Advisor 100% (f/m/d)
As an Investment Advisor at Julius Baer, you will support relationship managers and clients in the development of individual investment solutions and contribute to client satisfaction and investment quality. You will analyze client portfolios, research market and product information and prepare investment proposals and presentations.
Job description
Tasks
- Support Senior Investment Advisors in monitoring and analyzing client portfolios
- Carrying out market and product research to support consulting recommendations
- Preparation of investment proposals, performance reviews and customized presentations
- Contribution to the acquisition and retention of mandate solutions
- Collaboration with Research, Product Solutions, Wealth Planning and other teams to support holistic client solutions
- Creation of sales material, pitches and event content
- Ensuring accurate documentation and compliance with MiFID II / FIDLEG regulations
- Support in monitoring portfolio security and risk adjustment
Requirements
- Experience in banking or asset management, including internships or trainee programs
- Master's degree in economics, finance or a related field, CFA is a plus
- Passion for economics and investing, solid theoretical understanding of asset classes and investment products
- Analytical, detail-oriented and willing to learn
- Team player with excellent interpersonal and communication skills
- Fluent in French and English (excellent written and oral skills)
- Additional language skills (German, Italian, Arabic, etc.) are an advantage
We offer
No explicit benefits mentioned, but the opportunity to be part of a leading Swiss asset management company and to help shape the future of asset management.Job details
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