Investment Advisor 100% (f/m/d)
Job Description
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.
As an Investment Advisor, you will play a pivotal role in driving investment excellence and client satisfaction.
Acting as a strategic partner to Relationship Managers (RMs) and a trusted advisor to clients, you will provide high-quality, customised investment solutions aligned with client goals, risk profiles, and regulatory frameworks.
You will actively contribute to business growth through advisory leadership, client engagement, and cross-functional collaboration, while upholding the highest standards of professionalism.
This role combines investment expertise, client-facing advisory, and business development support, serving as a critical bridge between RMs, internal specialists, and clients.
YOUR CHALLENGE
------------------
Support Senior Investment Advisors in monitoring and analysing client portfolios Conduct market and product research to support advisory recommendations Prepare investment proposals, performance reviews, and tailored presentations Contribute to acquisition and retention of mandate solutions Collaborate with Research, Product Solutions, Wealth Planning, and other teams to support holistic client solutions Prepare sales material, pitches, and event content Ensure accurate documentation and compliance with MiFID II / FIDLEG regulations Support monitoring of portfolio suitability and risk alignment
YOUR PROFILE
----------------
Some practical experience in banking or asset management, including internships or traineeships Master degree in Economics, Finance, or related field, CFA is a plus Passion for economics and investment, solid theoretical understanding of asset classes and investment products Analytical, detail-oriented, and eager to learn Team player with excellent interpersonal and communication skills Total fluency in French and English, is mandatory (excellent written and oral skills) Additional languages (German, Italian, Arabic, etc.) are an advantage
We are looking forward to receiving your full job application through our online application tool.
MNCJobs.ch will not be responsible for any payment made to a third-party. All Terms of Use are applicable.
Related Jobs
Job Detail
-
Job IdJD1763518
-
IndustryNot mentioned
-
Total Positions1
-
Job Type:Full Time
-
Salary:Not mentioned
-
Employment StatusPermanent
-
Job LocationGenève, GE, CH, Switzerland
-
EducationNot mentioned