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 for managing and monitoring investment portfolios, developing and implementing investment strategies, working closely with clients and stakeholders to achieve investment objectives, providing expert advice on investment matters and ensuring compliance with regulations and firm policies.

YOUR CHALLENGE

• Develop and implement investment strategies for assigned portfolios, ensuring alignment with clients' investment objectives, risk tolerance, and time horizon

• Construct and manage investment portfolios, ensuring optimal asset allocation, considering factors such as market conditions, economic trends, and client goals

• Regularly review and analyse portfolio performance, providing detailed reports to clients and internal stakeholders

• Monitor and analyze market trends, economic conditions, and security performance

• Stay up-to-date on market developments, economic trends, and regulatory changes, applying this knowledge to inform investment decisions

• Select individual securities (e.g., stocks, bonds, ETFs) that meet established criteria and align with the overall investment strategy

• Communicate effectively with clients, relationship managers, and other stakeholders to provide guidance on investment matters, addressing concerns, and making recommendations as needed

• Identify, assess, and mitigate potential risks associated with each portfolio, including market, credit, liquidity, and operational risks

• Ensure compliance with all relevant laws, regulations, and firm policies

• Work closely with other departments, such as Risk Management, Trading, and Client Service, to ensure seamless execution of investment strategies

YOUR PROFILE

• Excellent analytical and problem-solving skills, with the ability to interpret complex financial data

• Ability to work effectively in a fast-paced environment, prioritizing multiple tasks and meeting deadlines

• Self-motivated and proactive, with a passion for financial markets and investments

• Flexible and adaptable, with excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues

• Strong sense of accountability, reliability, and team attitude

• Strong knowledge of financial markets, instruments, and regulations

• Proven track record of achieving investment objectives and managing risk

• Proficiency in financial software and systems

• Experience in investment management, portfolio management, or a related field

• Relevant professional certifications, such as CFA or CIIA, are advantageous

• Bachelor's degree in Finance, Economics, Business Administration, or related field

• Fluent in Italian and English, other languages are a plus

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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The 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 .

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