At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, entrepreneurial, empowered, and to create value beyond wealth. Kick-start your career with Julius Baer’s Graduate Programme. 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.
Tasks
- 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
- Provide inputs from an asset allocation perspective
- Review individual positions to identify risks and opportunities reflecting the view of the Global Asset Class Specialists, leveraging the value chain
- Help scale portfolio action based on Global Asset Class Specialists’ recommendations
- Provide a more standardised advisory experience for Advice Premium clients, and help retain and grow their assets with the Bank
Requirements
- 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
Benefits
- 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
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Das Team
The Portfolio Reviews Specialist Team is responsible for providing scalable support to improve portfolio advisory quality and support recurring revenues.