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.

YOUR CHALLENGE

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

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