The Client Coverage & Advisory team in Zurich serves as a centre of excellence for investment advisory, supporting Relationship Managers across Julius Baer’s international network
Job Summary
The Client Coverage & Advisory team in Zurich serves as a centre of excellence for investment advisory, supporting Relationship Managers across Julius Baer’s international network.
This particular role focuses on deepening expertise and coverage in relation to Polish private clients and prospects, ensuring culturally attuned, locally informed advice is integrated into globally structured portfolios.
At Julius Baer, we are dedicated to delivering exceptional wealth management solutions to private clients and institutions worldwide.
Matching Summary
The Client Coverage & Advisory team in Zurich serves as a centre of excellence for investment advisory, supporting Relationship Managers across Julius Baer’s international network.
Skills & Requirements
Must-have
Polish private clients expertise
Investment proposal origination
Portfolio performance reviews
Client and prospect engagements
Trade transaction processing
Regulatory compliance adherence
Nice-to-have
Entrepreneurial mindset
Culturally attuned advice
Forward-thinking innovation
Personal commitment
Key Requirements
Master’s degree in Banking, Finance, Business Administration, Economics