Job offer
University Graduate – Investment Advisory 100% (f/m/d)
Julius Baer is seeking a university graduate for investment advisory to join the Client Coverage & Advisory team and provide personalized advice to clients. The start date for this full-time position in Zurich is October 1, 2026.
Job description
University Graduate – Investment Advisory 100% (f/m/d)Tasks
You will join the Client Coverage & Advisory - Emerging Markets & Americas team, part of the Global Products & Solutions unit. Our team provides tailored investment advice and long-term wealth planning solutions for our clients in the region. As a trusted partner to clients and relationship managers, we provide comprehensive investment advice, develop customized strategies, and actively monitor portfolio allocation and risk exposure to ensure they align with clients' financial goals.What we offer
- Tailored career path: Develop expert knowledge in your chosen field while growing personally and professionally - Global perspective: Gain international experience and work with diverse teams - Community & mentorship: Learn from industry leaders and colleagues and build a strong network - Effective work: Contribute to projects that make a real difference from the outsetYour challenge
- Building a strong foundation in financial markets and instruments
- Learn how to design and evaluate investment strategies tailored to client profiles and market conditions.
- Collaboration with senior advisors during client meetings
- Learn to review client portfolios to ensure they are consistent with the investment strategy and risk profile.
- Developing strong communication, presentation, and interpersonal skills, which are essential for building trust with customers
- Practical insights into private banking operations, from consulting to portfolio implementation and reporting
- Acquiring knowledge of important regulatory and compliance issues related to investments
Your profile
- Master's degree from a university or university of applied sciences with above-average grades inFurther information
Start date: October 1, 2026Job details