Job offer
University Graduate – Focus Track Investment Advisor - 100% (f/m/d)
Julius Baer is seeking a university graduate to join its team as an Investment Advisor, specializing in providing personalized investment advice to clients. The position offers comprehensive training and development opportunities in an international environment.
Tasks
The role involves assisting in the preparation of tailored investment advice for clients to ensure that strategies are aligned with their financial goals and risk tolerance. This includes:- Monitoring market and economic trends to identify relevant opportunities and adjust portfolios accordingly
- Supporting senior investment advisors and collaborating with relationship managers and product specialists to ensure comprehensive, integrated wealth management solutions for clients
What we offer
- Customized career path: Develop expertise in your chosen field while growing personally and professionally
- Global perspective: International experience and working 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
Your profile
- Master's degree from a university or university of applied sciences with above-average grades in financial engineering, financial markets, or financial data management (degree max. 12 months old)
Job details
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