Job Detail

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.

Responsible to close working collaboration with Relationship Managers to actively provide clients with top-notch investment advice and asset allocation focused on investment performance.

IHRE AUFGABEN

• Key interface function between Private Banking Relationship Managers and the Investment Advisory department; providing active support in client acquisition, development and retention.


• In terms of Investment Advisory:
  - Proactively manage portfolios and provide investment advice to sophisticated
    and active private clients, based on their requirements and on the Julius Baer
    investment strategy. Analyse and monitor client’s portfolios, follow up of
    investment ideas.
  - Active role as investment professional. Provide first class advice, asset
    allocation across all investment asset classes including direct equities, fixed
    income, hedge funds, derivatives and structured products.
  - Follow developments in the financial markets to maintain an understanding
    of investment products and trends as well as try to anticipate trends and their
    effects on clients’ portfolios.


• Representative function and ambassador of Julius Baer and Advisory Solutions value proposition.


• Business enabler for client solutions through cross-selling activities (Structured Products, Fund Solutions, Wealth & Tax Planning, Global Custody, Credits, etc.)


• Participation with Relationship Manager in client meetings (prospecting, existing clients).

YOUR PROFILE

• Minimum 10 years of banking experience, preferably in a Private Banking environment. At least 5 years in a senior position in the Investment Advisory business.


• University degree and further education in financial markets (CFA, CAIA, FRM, AZEK, etc.).


• Deep knowledge of all asset classes in a portfolio context with pronounced experience in fixed income investments across all credit segments.


• Excellent written and oral skills in Russian and English; additional languages e.g. German is a plus.


• Client and service oriented personality with excellent selling and presentation skills, efficient and independent working methods, self-assertion and high motivation.


• Ability to communicate complex subjects at different levels and express things simply and directly.


• Excellent interpersonal skills, attentive listener, communicative and client oriented personality, trustworthiness, discretion and team player


• High level of drive and energy, making contribution with conviction and confidence.

Your Contact: Alexandra Hofer

We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site.

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