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 role focuses on delivering culturally attuned, locally informed advice integrated into globally structured portfolios for Polish private clients.
The position involves strategic investment advisory, client engagement, trade execution, operational compliance, and continuous market intelligence development.
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
Tailored investment proposals
Portfolio analysis and asset allocation
Client engagement and presentation
Trade execution and transactional ownership
Operational and regulatory compliance
Market intelligence and continuous development
Polish language proficiency
Nice-to-have
Entrepreneurial mindset
Proactive and self-driven
Strong analytical and conceptual skills
Excellent communication and interpersonal skills
Client-focused approach
Detail-oriented and resilient under pressure
Key Requirements
Master’s degree in Banking, Finance, or related discipline