Investment Advisor

About the role

As an Investment Advisor at Julius Baer you will provide tailored investment advice and solutions, helping clients achieve their financial goals through portfolio management, market insights and strategic recommendations.

Key responsibilities

• Advise clients on investment opportunities that match 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.

Required profile

• Client‑focused mindset with a proactive, 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.