Salary
≈ $52k – $124k per year (Estimated)
Location
In office (Geneva)
Seniority
Junior
Employment
Full-Time
Overview
Company
Impact
Profile match
Julius Baer is a Swiss private banking group headquartered in Zurich that specialises in wealth management, investment advice, wealth planning and related services for private clients, family offices and external asset managers. Founded in 1890 and listed on the SIX Swiss Exchange, it is one of the largest dedicated private banks worldwide, with about CHF 497 billion in assets under management in 2024 and hubs in Switzerland, Hong Kong, Singapore and Dubai. It hires relationship managers and account managers, university graduates for investment and advisory tracks, portfolio and fund specialists, data analysts, React developers and executive assistants.
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.
Within our Chief Investment Officer (CIO) office, our portfolio management teams are responsible for managing and monitoring investment portfolios, developing and implementing investment strategies, working closely with clients and stakeholders to achieve investment objectives, providing expert advice on investment matters, and ensuring compliance with regulations and firm policies.Within our Geneva-based team, we are looking for a junior professional with a passion for investments and the long-term motivation to build a career in portfolio management.
YOUR CHALLENGE
- Support and assist senior portfolio managers in their daily activities
- Implement investment strategies for assigned portfolios, ensuring alignment with clients' investment objectives, risk tolerance, and time horizon
- Monitor and analyse market trends, economic conditions, and performances
- Work closely with other departments, such as Risk Management, Trading, and Client Service, to ensure seamless execution of investment strategies
YOUR PROFILE
- Bachelor / master’s degree in finance, Economics, Business Administration, or related field
- First experience within an investment team is a strong advantage (internship, GTP, junior role)
- Strong academic knowledge of financial markets and investments solutions
- Passion for investments and genuine motivation to build a career in portfolio management
- Strong sense of accountability, driven, proactive, reliable, and team spirit
- Understanding of the private banking business model and how portfolio management can serve clients’ interest
- Excellent analytical and problem-solving skills, with the ability to interpret complex financial data
- Flexible and adaptable, with excellent communication and interpersonal skills, with the potential to build strong relationships with clients and colleagues
We arelooking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site.
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