Job offer
Investment Advisor, Latin America, based in Zurich, Full-time (f/m/d)
Julius Baer is seeking an Investment Advisor for the Latin American market, based in Zurich and working full-time. The successful candidate will serve as a trusted investment advisor to clients and develop customized investment proposals to provide tailored support to each client.
Tasks
The tasks include:- Strategic Investment Consulting and Portfolio Analysis
- Customer Engagement and Presentation Excellence
- Trade Execution and Transactional Responsibility
- Operational and Regulatory Compliance Support
Tasks in detail
The responsibilities include, among other things:- Preparation and presentation of customized investment proposals
- Contribution to idea generation, thematic research, and regional investment recommendations
- Serving as a trusted investment advisor for clients
- Development and delivery of high-quality, insightful presentations
- Collaborating with relationship managers to develop customized investment strategies
- Responsibility for the end-to-end processing of trading transactions
- Support for monitoring market cycles and ensuring compliance with regulatory requirements
Requirements
The requirements include:- A degree in banking, finance, business administration, economics, or a related field
- CFA Charter or equivalent qualification
- Fluency in English, as well as Spanish and/or Portuguese (fluent to native level)
- 3–10 years of relevant professional experience in investment consulting or a similar financial services firm
- Entrepreneurial mindset, proactive, self-motivated, and able to act independently
- Strong analytical and conceptual skills
- Excellent communication, interpersonal, and presentation skills
We offer
There is no detailed description of the offer.Job details
Training opportunities powered by skillaware.