Investment Advisor - 100% (f/m/d)

Julius Baer

10 years private banking experience
Fluent in english and russian
Portfolio construction expertise
The role involves providing tailored investment advice and solutions to clients to help them achieve their financial goals

Job Summary

  • The role involves providing tailored investment advice and solutions to clients to help them achieve their financial goals.
  • Candidates must demonstrate a client-focused mindset with strong analytical skills to interpret market trends and financial data.
  • This position requires senior-level experience of at least 10 years within a private banking environment.

Matching Summary

The role involves providing tailored investment advice and solutions to clients to help them achieve their financial goals.

Skills & Requirements

Must-have

  • 10 years private banking experience
  • Fluent in English and Russian
  • Portfolio construction expertise
  • Client relationship management
  • Regulatory compliance knowledge

Nice-to-have

  • Proactive solution-oriented approach
  • Strong analytical market skills
  • Holistic wealth management collaboration

Key Requirements

  • Bachelor's degree in finance or economics
  • 10 years similar role in private bank
  • Fluency in English and Russian languages

Work Rights

Not specified

Tailored Resume

Cover Letter