Investment Advisor

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.

The role requires working closely with Relationship Managers to provide clients proactively with investment advice and asset allocation guidance focused on investment performance. He/she shall generate positive client performance according to the clients’ respective risk profile and adding perceived value by proactively managing risks and opportunities. Further, he/she shall contribute towards the assets under management growth ambitions for the team. The incumbent shall also build highly effective relationships across the Bank to maintain and improve knowledge of the business and its latest products and services to optimise service to clients.

YOUR CHALLENGE

People Management

Contribute to the stren...