Investment Advisor

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 providing tailored investment advice and solutions to clients, supporting them in achieving their financial goals through portfolio management, market insights, and strategic recommendations.

• Advise clients on investment opportunities aligned with their financial objectives and risk profile
• Develop and maintain strong client relationships through regular communication and portfolio reviews
• Monitor market trends and economic developments to identify suitable investment ideas
• Construct and adjust investment portfolios based on client needs and market conditions
• Ensure compliance with regulatory requirements and internal policies in all advisory activities
• Collaborate with relationship managers and product specialists to deliver holistic wealth management solutions

• Demonstrate a client-focused mindset with a proactive and solution-oriented approach
• Strong analytical skills and ability to interpret market trends, financial data and technological developments
• In-depth knowledge of investment products, portfolio construction, and risk management
• Proven experience in investment advisory or wealth management within a private banking environment
• Bachelor’s degree in finance, economics, or a related field

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.

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.

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.

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