Job offer
University Graduate – Focus Track Investment Advisor - 100% (f/m/d)
Julius Baer is seeking a university graduate to join its team in Luxembourg as an Investment Advisor, specializing in providing tailored investment advice to clients. The job offers personalized career development, international experience, and the opportunity to learn from industry leaders.
Tasks
The role involves assisting in the creation of tailored investment advice for clients, ensuring that strategies align with clients' financial goals and risk profiles, and monitoring market and economic trends to identify relevant opportunities and adjust portfolios accordingly. In addition, you will be expected to support senior investment advisors and collaborate with relationship managers and product experts to ensure comprehensive, integrated wealth management solutions for clients.Requirements
- Master's degree from a university or university of applied sciences with above-average grades in financial engineering, financial markets, or financial data management (max. 12 months after graduation)
- Willingness to work in the country for which you are applying
We offer
- Tailored career path: Develop expert knowledge in your chosen field and achieve personal and professional growth.
- Global perspective: International experience and collaboration with diverse teams
- Community and mentorship: Learn from industry leaders and colleagues and build a strong network
- Effective work: Contributing to projects that make a real difference from the outset
Your challenge
During the program, you will:- Understanding Julius Baer's investment expertise
- Understanding the Julius Baer Group's product offering
- Learning how to manage complex facilities
- Support for commercial activities
- Understanding customer service
- Monitoring and analysis of customer portfolios
- Preparation of investment proposals, performance reviews, and customized presentations
Job details
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