Stellenangebot

Head of CIO Office IM Western Europe

Die Julius Baer sucht in Luxemburg einen Head of CIO Office IM Western Europe, der ein Team von Portfolio Managern leitet und für die Überwachung der Investmentportfolios sowie die strategische Kundenbetreuung verantwortlich ist.

YOUR CHALLENGE

  • Lead and mentor a team of Portfolio Managers, fostering a high-performance culture and ensuring the seamless execution of investment strategies across the desk
  • Take responsibility for general team management and human resources topics, including workforce distribution, recruitment, performance evaluations and professional development
  • Represent the Bank through public speaking engagements and industry events in Luxembourg, strengthening its market presence and reinforcing its visibility among clients, prospects and key stakeholders
  • Drive asset growth and enhance profitability by leading pitching efforts, applying a strong commercial focus, while maintaining excellent client service
  • Oversee the implementation of investment strategies, ensuring optimal asset allocation that aligns with clients' investment objectives, risk tolerance, time horizon and market conditions
  • Regularly review and analyze team portfolio performance, providing detailed and consolidated reports to senior management, clients, and internal stakeholders
  • Stay up-to-date on market developments, economic trends and regulatory changes, applying this knowledge to inform strategic decisions and guide the team
  • Communicate effectively with clients, relationship managers and senior stakeholders to provide high-level guidance on investment or strategic matters
  • Ensure team compliance with relevant laws, regulations and Bank policies, promoting a culture of strict adherence to internal and external guidelines
  • Collaborate closely with other departments, such as Bank Management, IF and Client Service, to ensure integrated and effective execution of the Bank's investment strategies
  • Oversee the departmental budget, including resource allocation and cost control

YOUR PROFILE

  • Proven leadership and team management experience, with a track record of successfully mentoring and developing investment professionals
  • Extensive experience in successfully delivering pitches to ultra-high-net-worth individuals (UHNWIs)
  • Extensive experience in investment management, portfolio management, or a related field, with a proven track record of achieving investment objectives and outmanaging risk
  • Relevant professional certifications, such as Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA), are highly advantageous
  • Fluency in English; proficiency in additional languages, e.g. French, Spanish, Italian, Portuguese, Danish, German is advantageous
  • Proactive and energetic attitude
  • Self-motivated and proactive, with a deep passion for financial markets and investments
  • Strong sense of accountability, reliability, and a collaborative team attitude
  • Flexible and adaptable, with excellent communication and interpersonal skills
  • Master's degree in Finance, Economics, Business Administration, or a related field

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