Job offer
UHNW Specialist in UHNW Competence Center 100% (f,m,d)
The Julius Baer Group is seeking a UHNW specialist for its UHNW Competence Center to develop and present holistic investment offerings and analyze the needs of UHNW clients. The ideal candidate will have a university degree, several years of experience in a comparable role, and comprehensive knowledge of banking.
Your challenge
As a UHNW specialist in the UHNW Competence Center, you will take on the following tasks:- Development of comprehensive investment proposals and client presentations in close collaboration with our product specialists
- Data-driven needs analysis and identification of customer engagement opportunities
- Participation in client meetings and the ability to convincingly present our comprehensive wealth management approach and integrated solutions
- Contribution to the further development of our services and product offerings for UHNW clients
- Support with ad hoc tasks as needed
Your profile
We are looking for a candidate with:- University degree (economics, banking, finance, law) or equivalent education or professional experience
- Extensive technical knowledge and experience in all banking services and solutions, such as liquid assets, private markets, loans, wealth planning, trading, and technology solutions used by single family offices (e.g., FIX trading)
- Several years of professional experience in a comparable role, ideally with experience in customer-facing roles
- Solid knowledge of MS Office, in particular the ability to analyze large data sets in a structured manner
Job details
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