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
Strategic Investment Advisory
Client Engagement & Presentation
Trade Execution & Transaction Ownership
Operational & Regulatory Compliance
Market Intelligence & Continuous Development
Polish-speaking clients
Culturally attuned advice
Nice-to-have
Entrepreneurial mindset
Proactive and self-driven
Forward-thinking innovation
Personal commitment
Key Requirements
Master’s degree in Banking, Finance, Business Administration, Economics