Investment Advisor – Focus On Emerging Markets Clients, Zürich Based, 100% (f/m/d)

Julius Baer

Zürich, , Switzerland
Tailored investment proposals
Portfolio performance reviews
Trade transaction processing
The role focuses on delivering sophisticated, customized investment solutions aligned with clients' financial goals and risk tolerance, particularly for Emerging Markets private clients

Job Summary

  • The role focuses on delivering sophisticated, customized investment solutions aligned with clients' financial goals and risk tolerance, particularly for Emerging Markets private clients.
  • You will serve as a trusted advisor, collaborating closely with Relationship Managers to co-develop bespoke investment strategies and lead client meetings both locally and internationally.
  • The position requires ensuring seamless trade execution, maintaining regulatory compliance, and staying updated on global market developments to provide forward-looking investment advice.

Matching Summary

The role focuses on delivering sophisticated, customized investment solutions aligned with clients' financial goals and risk tolerance, particularly for Emerging Markets private clients.

Skills & Requirements

Must-have

  • tailored investment proposals
  • portfolio performance reviews
  • trade transaction processing
  • client engagement and presentations
  • regulatory compliance adherence

Nice-to-have

  • entrepreneurial mindset
  • proactive and self-driven
  • strong analytical skills
  • excellent communication abilities
  • client-focused service approach

Key Requirements

  • Bachelor’s or Master’s degree in relevant discipline
  • 3–5 years relevant professional experience
  • CFA Charterholder or enrolled candidate preferred
  • CWMA Holder preferred
  • Full professional fluency in English
  • Eligibility to work in Switzerland

Work Rights

Eligibility to work in Switzerland required

Tailored Resume

Cover Letter