GPS Associate Programme: Investment Advisor Switzerland, Lugano, 100% (f/m/d)
GPS Associate Programme: Investment Advisor Switzerland, Lugano, 100% (f/m/d)
GPS Associate Programme: Investment Advisor Switzerland, Lugano, 100% (f/m/d)
GPS Associate Programme: Investment Advisor Switzerland, Lugano, 100% (f/m/d)
CH10 - BJB Bank Julius Baer & Co. Ltd.
Bankwesen
Lugano
- Art der Beschäftigung: Vollzeit
- Vor Ort
GPS Associate Programme: Investment Advisor Switzerland, Lugano, 100% (f/m/d)
Über diesen Job
GPS Associate Programme: Investment Advisor Switzerland, Lugano, 100% (f/m/d)
- locations
- Lugano
- time type
- Full time
- posted on
- Posted 9 Days Ago
- time left to apply
- End Date: January 17, 2026 (14 days left to apply)
- job requisition id
- r-17165
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.
Join the GPS Associate Programme, a structured two-year development journey designed for ambitious early-career professionals aiming to build a career in private banking.As part of the Client Coverage & Advisory team in Switzerland/Hong Kong, you will embark on a dynamic 18-24 month programme combining rotational assignments, intensive training, and mentorship with challenging projects and responsibilities.
Through hands-on experience and continuous learning, you will develop the skills, network, and business acumen necessary to transition into a permanent role as an Investment Advisor within GPS upon successful completion.
At Julius Baer, we are dedicated to delivering exceptional wealth management solutions to private clients and institutions worldwide. As one of the leading Swiss private banks, we combine over 130 years of heritage with forward-thinking innovation, offering bespoke advice rooted in market expertise and personal commitment.
The GPS unit plays a central role in shaping client-focused investment strategies, developing innovative financial products, and providing expert advisory across all major asset classes. By aligning global insights with local needs, we empower relationship managers with tailored solutions that meet evolving client needs.
YOUR CHALLENGE
During the programme, you will rotate through 2-3 teams within GPS, gaining broad exposure to different asset classes, portfolio construction approaches, and investment strategies. You will work alongside experienced experts to:
- Prepare client investment proposals and tailor portfolio and investment recommendations
- Support in client and prospect pitches (e.g. presentation materials, investment insights, market opportunities)
- Develop and assess innovative investment ideas aligned to clients’ investment objectives, needs, and risk profile
- Assist in preparing regular portfolio reviews and analysis
YOUR PROFILE
- Bachelor’s or Master’s degree in Banking, Finance, Business Administration, Economics, or a related discipline
- CFA Charterholder (or equivalent) or being enrolled to one of the CFA Exams is considered an advantage
- Italian native level, fluency in English, additional language(s) are an advantage
- 2-3 years of professional experience (including internships)
- Demonstrated entrepreneurial spirit – proactive, self-motivated, and comfortable taking initiative
- Strong analytical and conceptual thinking abilities, capable of processing complex information quickly
- Excellent interpersonal, communication, and presentation skills
- Service-oriented mindset with a dedication to excellence in client support
- Systematic, precise, and resilient working style – able to deliver quality results under tight deadlines
- For this role based in Lugano (CH), eligibility to work in the country of application throughout the duration of the programme
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 .
Is this not quite what you are looking for? Set up a job alert by creating a candidate account here.
#BeBär - Let’s shape the future of wealth management together. Join us!
About Us
international reference in wealth management
Julius Baer is the leading Swiss wealth management group. We focus on servicing and advising sophisticated private clients from around the world, taking into account what truly matters to them – in their business and personal life, today and for future generations.
Headquartered in Zurich, we are present in around 60 locations worldwide, including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo.
Why join Julius Baer?
At Julius Baer our employees enjoy the benefits of a global company with the support and collegiality of a much smaller one. We are growing quickly, but we remain dedicated to maintaining our accessible structure with flat hierarchies, and approachable and supportive leaders.
With offices around the world, we offer an international and stimulating work environment and the opportunity to work with a diverse team of highly motivated colleagues, bringing the best of the bank to our clients.Our core values of Care, Passion, and Excellence define the tone of how we interact with each other and our partners.
Committed to your success
Whether nurturing young talent with our renowned apprentice scheme, enabling ambitious university graduates to put theory into practice with our Graduate Programme , or providing first-class opportunities for experienced professionals, we look after our employees. We believe in continuous learning as a company and as individuals, which is why we put a focus on the health and well-being of our employees and offer flexible working options, a wide array of benefits, and extensive career development programmes .
For more information visit www.juliusbaer.com or contact us via the Contact Form .
For recruiting agents , please see the additional information here .
