Investment Advisor, Latam, Zürich Based, 100% (f/m/d)

Julius Baer

Zurich, Switzerland
Strategic investment advisory
Portfolio analysis
Client engagement
Originate and deliver tailored investment proposals, incorporating comprehensive portfolio analysis and customised asset allocation strategies aligned with clients' financial goals, risk tolerance, and long-term objectives

Job Summary

  • Originate and deliver tailored investment proposals, incorporating comprehensive portfolio analysis and customised asset allocation strategies aligned with clients' financial goals, risk tolerance, and long-term objectives.
  • Serve as a trusted investments advisor for clients, providing holistic advice across all major asset classes, including equities, fixed income, alternatives, and multi-asset solutions.
  • Uphold strict adherence to internal governance standards, documentation requirements, and regulatory obligations (including MiFID II appropriateness assessments and suitability checks).

Matching Summary

Originate and deliver tailored investment proposals, incorporating comprehensive portfolio analysis and customised asset allocation strategies aligned with clients' financial goals, risk tolerance, and long-term objectives.

Skills & Requirements

Must-have

  • Strategic Investment Advisory
  • Portfolio Analysis
  • Client Engagement
  • Trade Execution
  • Regulatory Compliance
  • Market Intelligence

Nice-to-have

  • Entrepreneurial mindset
  • Self-driven
  • Resilient under pressure
  • Client-focused approach

Key Requirements

  • 3 – 10 years of relevant professional experience
  • Bachelor’s or Master’s degree
  • Full professional fluency in English
  • Spanish and/or Portuguese fluency
  • Eligibility to work in Switzerland

Work Rights

Eligibility to work in the country of application

Tailored Resume

Cover Letter