Senior Investment Advisor (m/f) - full time/permanent contract
Luxembourg, CH
il y a 9j

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.


  • Providing active support for RMs in acquisition, client development and retention activities
  • In terms of Investment Advisory :
  • Monitoring and analyzing 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

  • Participation in client meetings with RMs (prospecting, existing clients)
  • Unbiased and holistic business enabler for client solutions including cross-selling activities (IA and Discretionary Mandates, Funds, Structured Products, Credits, Global Custody, Wealth Planning etc.)
  • Presentation of our investment strategy at internal or external events

  • Further education in financial markets or economics (Bachelor’s / Master’s degree, CFA)
  • In-depth knowledge and at least 5 years of professional experience in private banking and financial markets (preferable in the Investment Advisory business applying a portfolio approach) position, ideally within Private Banking or comparable professional practices
  • Excellent knowledge of the applications Bloomberg and Reuters
  • Experience of working with other cultures and languages
  • Service and client oriented personality with excellent interpersonal, communication, presentation and negotiation skills
  • High level of drive and energy, making contribution with conviction and confidence
  • Efficient and independent working method, self-assertion and high motivation
  • High professional and ethical standards
  • Excellent written and oral skills in English and French. Further language skills, especially Russian a / o Polish would be an advantage
  • The position is available as soon as possible.

    Please be informed that we will need to ask for a valid criminal record of every candidate by signing an offer with Bank Julius Baer Europe S.A.

    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.

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