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Julius Baer is the leading Swiss private banking group with a focus on servicing and advising sophisticated private clients and a premium brand in global wealth management. That is why a comprehensive range of services and first-class service quality are essential - as are the committed teams that provide them.
Responding to all client needs in a timely and professional manner
Monitoring and analysing portfolios and providing proactive investment advices to sophisticated and active clients, based on their requirements and the Julius Baer investment strategy
Active role as investment professional. Providing first class advice, asset allocation across all investment asset classes including direct equities, fixed income, hedge funds, derivatives and structured products
Following developments in the financial markets to maintain an understanding of investment products as well as current and anticipated trends and how they affect the client portfolios
Ensuring consistently high levels of client satisfaction by matching the frequency and intensity of contact to the clients preference
Continuously deepening client relationships and optimising revenues through cross-selling
Compliant with all standards, policies, guidelines and regulations (Julius Baer specific, financial industry and cross-border)
Embracing new processes and product initiatives
Participation in ad hoc projects as required by the Team Head
REQUIREMENTS Personal and Social
Very good inter-personal skills
Open and approachable
Displays genuine interest in people
Ability to relate to clients and colleagues from diverse backgrounds
A natural team player
Persistent and persuasive
Passionate about client service
Possesses good judgement and ability to work under pressure
Plans, organizes, and carries out work autonomously and allocates work time independently
Able to act with diligent and rigorous approach also in demanding situations
Professional and Technical
Further education in financial markets (university/university of applied science, AZEK, CFA etc.)
In-depth knowledge in banking with a proven track record in the Investment Advisory or Portfolio Management
Pronounced knowledge in all asset classes in a portfolio context
Excellent written and oral skills in German and English; additional languages e.g. French, Italian a plus
Sound knowledge of global financial markets and current affairs
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
Ability to match client needs with appropriate product solutions
Sound commercial judgement, represents the Bank's and the shareholders' interests at all times
Experience in dealing with cross-border situations
We are looking forward to receiving your full job application through our online application tool. You can find further interesting job opportunities from the Home Page or under Similar Jobs section.
Internal Number: 5877879
About Bank Julius Bär & Co. Ltd
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