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.

Private Markets Fund Specialists are responsible for providing expert advice, support, and guidance on best-in-class investment products to clients and internal stakeholders.
In their role as experts, they generate recommendation lists, market opportunities, switch ideas and cover the after-sales for core holdings.
Furthermore, they also drive sales initiatives and promote the respective instruments in the bank. Private Markets Fund Specialists are front and client facing staff, supporting the delivery of exceptional client experience through product knowledge and expertise.

YOUR CHALLENGE

• Provide expert advice, support, and guidance on Private Markets Fund to clients and internal stakeholders such as relationship managers, assistants, account managers, and investment advisors

• Develop and maintain a deep understanding of investment products and market trends within Private Markets and beyond

• Select and identify specific product ideas and generate recommendation lists

• Write or contribute to the development of marketing materials, publications, and presentations related to investment products

• Participate in client meetings delivering product knowhow and expertise to sophisticated end clients.

• Drive sales and investment campaigns based on understanding client and stakeholder needs

• Educate and train internal stakeholders on investment products and market trends to improve product knowledge and expertise within the organization

• Support the organization in hosting client and/or internal events showcasing investment products and expertise

YOUR PROFILE

• Knowledge of alternative investments and private markets

• Familiarity with fund structures, regulatory frameworks and fund operations

• Familiarity with private markets manager universe and industry trends

• A team player with strong self-motivation, a service-oriented personality and excellent interpersonal skills

• Strong communication and presentation skills

• Ability to think critically and analytically with attention to detail

• Strong problem-solving skills with the ability to adapt to changing market conditions and product offerings

• Experience in investment-related roles or relevant professional certifications (e.g. CFA, CAIA)

• Language skills: German-preferred, Spanish and French beneficial

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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