University Graduate – Portfolio Specialist ; f​/m​/d

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. Kick-start your career with Julius Baer’s Graduate Programme – April 2027 Are you about to complete your master’s degree or recently graduated and ready to turn ambition into impact?

At Julius Baer, we empower graduates to shape the future of wealth management. Our 18-month Graduate Programme is designed to unleash your potential through three dynamic rotations, including an international assignment. You’ll gain hands‑on experience, build a global network, and lay the foundation for a thriving career in wealth management.

The Portfolio Reviews Specialist Team is responsible for providing scalable support to improve portfolio advisory quality and support recurring revenues. He or she will be responsible for:

• Providing inputs from an asset allocation perspective
• Reviewing individual positions to identify risks and opportunities reflecting the view of the Global Asset Class Specialists, leveraging the value chain
• Helping scale portfolio action based on Global Asset Class Specialists’ recommendations
• Providing a more standardised advisory experience for Advice Premium clients, and helping retain and grow their assets with the Bank

• Tailored career path:
  Develop expertise in your chosen field while growing personally and professionally
• Global perspective:
  Gain international experience and work with diverse teams
• Community & mentorship:
  Learn from industry leaders and peers and build a strong network
• Impactful work:
  Contribute to projects that make a real difference from day one

Work collaboratively with the Global Asset Class Specialists and Relationship Managers to review and rebalance Advice Premium client portfolios. Develop a scalable process to analyse Advice Premium client portfolios efficiently. Develop and maintain a database of conviction ‘Buy’ ideas, as well as “Sell” recommendations. Keep updated on changes in the Bank’s Research and CIO views. Generate presentation materials (supplementary information, charts, tables, etc.)

for Relationship Managers to discuss with their client.

Master’s degree from a university or university of applied sciences with above‑average grades in Banking & Finance (graduation max. 12 months ago). Initial practical experience in an Asset Class/ Product or Portfolio Management. Passion for wealth management and a desire to create value beyond wealth. A global mindset, excellent interpersonal skills, and a strong appetite for learning. Fluency in English and German, with additional languages being a plus.

Eligibility to work in the country where you apply for the position.

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…