Investment Advisor – Focus On Emerging Markets Clients, Zürich Based, 100% (f/m/d)

Julius Baer

Zurich, Switzerland
Fully onsite
Emerging markets client focus
Investment proposal origination
Portfolio analysis and review
Julius Baer is seeking an Investment Advisor focused on Emerging Markets clients in Zurich. The role involves providing tailored investment solutions, engaging with clients, and ensuring compliance and operational excellence within a private banking environment

Job Summary

  • The Client Coverage & Advisory team delivers sophisticated, customised investment solutions aligned with the bank’s philosophy of personalized wealth management.
  • 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.
  • Uphold strict adherence to internal governance standards, documentation requirements, and regulatory obligations (including MiFID II appropriateness assessments and suitability checks).

Matching Summary

Match Score: 85

Julius Baer is seeking an Investment Advisor focused on Emerging Markets clients in Zurich. The role involves providing tailored investment solutions, engaging with clients, and ensuring compliance and operational excellence within a private banking environment.

Skills & Requirements

Must-have

  • Emerging Markets client focus
  • Investment proposal origination
  • Portfolio analysis and review
  • Trade execution and processing
  • Client engagement and presentation
  • Regulatory compliance adherence

Nice-to-have

  • Entrepreneurial and proactive mindset
  • Culturally attuned advice delivery
  • Continuous market development learning

Key Requirements

  • 3-5 years relevant professional experience
  • Bachelor's or Master's degree
  • Full professional fluency in English
  • Eligibility to work in Switzerland

Work Rights

Eligibility to work in Switzerland

Tailored Resume

Cover Letter