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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.
Key interface function between Private Banking Relationship Managers (RMs) and the Advisory Solutions (AS) department including Investment Advisory (IA) with direct responsibility of IA clients
Providing active support for RMs in acquisition, client development and retention activities
In terms of Investment Advisory:
Monitoring and analysing portfolios and providing high quality tailor-made investment advice to sophisticated and active private clients, based on their requirements and the Julius Baer investment strategy
Active role as investment professional. Providing first class advice, asset allocation across all asset classes including direct equities, fixed income, hedge funds 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
Unbiased and holistic business enabler for client solutions including cross-selling activities (IA and Discretionary Mandates, Funds, Structured Products, Credits, Global Custody, Wealth & Tax Planning etc.)
Representative function and ambassador of Julius Bär and Advisory Solutions value proposition
Participation in client meetings with RMs (prospecting, existing clients)
In-depth knowledge and at least 10 years of professional experience in banking and financial markets (preferable in the Investment Advisory business applying a portfolio approach, sales and distribution)
Pronounced knowledge in all asset classes in a portfolio context with specific in-depth experience in major European and US equity markets including option strategies on equities
Further education in financial markets (university/university of applied science, AZEK, CFA, etc.)
Client and service oriented personality with excellent selling and presentation skills - attentive listener, ability to communicate complex subjects at different levels; efficient and independent working methods, self-assertion and high motivation
Excellent interpersonal skills, trustworthy team player, high level of drive and energy, making contribution with conviction and confidence
Excellent written and oral skills in German and English; additional languages are a plus
Profound knowledge of MS Office and Bloomberg
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