Investment Advisor – Focus on Polish Clients, Zürich based, 100% (f/m/d) at BANK JULIUS BAER CO LTD

Zurich, Zurich, Switzerland -

Full Time

Start Date

Immediate

Expiry Date

28 Jun, 26

Salary

0.0

Posted On

30 Mar, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Investment Advisory, Portfolio Analysis, Asset Allocation, Portfolio Performance Review, Investment Solutions, Client Engagement, Presentation Skills, Trade Execution, Compliance, Market Intelligence, Polish Language, Wealth Management, Risk Tolerance, Financial Goals, Regulatory Compliance, Analytical Skills

Industry

Banking

Description

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. The Client Coverage & Advisory team in Zurich serves as a centre of excellence for investment advisory, supporting Relationship Managers across Julius Baer’s international network. As part of the broader Global Products & Solutions unit, the team delivers sophisticated, customised investment solutions aligned with the bank’s philosophy of personalized wealth management. This particular role focuses on deepening expertise and coverage in relation to Polish private clients and prospects, ensuring culturally attuned, locally informed advice is integrated into globally structured portfolios. At Julius Baer, we are dedicated to delivering exceptional wealth management solutions to private clients and institutions worldwide. As one of the leading Swiss private banks, we combine over 130 years of heritage with forward-thinking innovation, offering bespoke advice rooted in market expertise and personal commitment. The Global Products & Solutions unit plays a central role in shaping client-focused investment strategies, developing innovative financial products, and providing expert advisory across all major asset classes. By aligning global insights with local needs, we empower relationship managers with tailored solutions that meet evolving client needs. YOUR CHALLENGE 1. Strategic Investment Advisory & Portfolio Analysis Originate and deliver tailored investment proposals, incorporating comprehensive portfolio analysis and customised asset allocation strategies aligned with clients' financial goals, risk tolerance, and long-term objectives Conduct in-depth portfolio performance reviews and produce analytical reports that inform strategic decisions, strengthen client dialogues, and demonstrate expertise and transparency Proactively research, develop, and evaluate innovative investment solutions and portfolio construction methodologies by integrating macroeconomic trends, geopolitical developments, and evolving market dynamics, all within defined risk parameters Contribute to idea generation, thematic research, and regional investment recommendations particularly relevant to the Polish clientele 2. Client Engagement & Presentation Excellence Serve as a trusted investments advisor for Polish-speaking clients, providing holistic advice across all major asset classes, including equities, fixed income, alternatives, and multi-asset solutions Play a pivotal role in client and prospect engagements, designing and delivering high-impact, insight-driven presentations featuring market commentary, thematic ideas, and targeted opportunity assessments tailored to individual client profiles Collaborate closely with Relationship Managers (RMs) to co-develop bespoke investment strategies that reflect each client’s financial aims, risk appetite, and cultural background Jointly lead client meetings and advisory sessions, both in Zurich and internationally, ensuring consistent delivery of premium advisory services 3. Trade Execution & Transactional Ownership Take full responsibility for the end-to-end processing of trade transactions, including initiation, validation, coordination with middle/back office, and post-trade confirmation Ensure accurate and timely execution of buy/sell orders across multiple asset classes, in compliance with internal trading protocols, settlement timelines, and regulatory requirements Monitor trade lifecycles proactively, resolving discrepancies swiftly and maintaining close coordination with custody, operations, and compliance units when necessary 4. Operational & Regulatory Compliance Support Provide high-caliber operational and administrative support, ensuring seamless execution across client servicing workflows Uphold strict adherence to internal governance standards, documentation requirements, and regulatory obligations (including MiFID II appropriateness assessments and suitability checks) Maintain meticulous records of client interactions, investment rationales, and transaction histories in accordance with audit and compliance frameworks 5. Market Intelligence & Continuous Development Stay continuously updated on global market developments, emerging investment themes, product innovations, and relevant regulatory changes affecting cross-border wealth management Leverage insights from global research and internal experts to enrich client conversations and ensure recommendations remain forward-looking and well-informed YOUR PROFILE Master’s degree in Banking, Finance, Business Administration, Economics, or a related discipline CWMA Holder preferred Native-level proficiency in Polish and full professional fluency in English is essential Deep understanding of Polish business culture and society, ideally supported by prior experience covering Polish clients or markets 3–7 years of relevant professional experience in private banking, investment advisory, or a similar financial services environment Entrepreneurial mindset, proactive, self-driven, and able to act independently Strong analytical and conceptual skills, with the ability to interpret complex financial information efficiently Excellent communication, interpersonal, and presentation abilities Client-focused approach with a commitment to delivering high-quality service Methodical, detail-oriented, and resilient under pressure, capable of meeting tight deadlines without compromising precision For this role, permanently based in Zürich (CH), eligibility to work in the country of application and to travel within Switzerland We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site. Is this not quite what you are looking for? Set up a job alert by creating a candidate account here. 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. Why join Julius Baer? 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 international and stimulating work environment and the opportunity to work with a diverse team of highly motivated colleagues, bringing the best of the bank to our clients. Our core values of Care, Passion, and Excellence define the tone of how we interact with each other and our partners. Committed to your success Whether nurturing young talent with our renowned apprentice scheme, enabling ambitious university graduates to put theory into practice with our Graduate Programme, or providing first-class opportunities for experienced professionals, we look after our employees. We believe in continuous learning as a company and as individuals, which is why we put a focus on the health and well-being of our employees and offer flexible working options, a wide array of benefits, and extensive career development programmes. For more information visit www.juliusbaer.com or contact us via the Contact Form. For recruiting agents, please see the additional information here.

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Responsibilities

The role involves originating and delivering tailored investment proposals through comprehensive portfolio analysis and customized asset allocation strategies, while serving as a trusted advisor for Polish-speaking clients across all major asset classes. Additionally, the advisor is responsible for the end-to-end processing of trade transactions and ensuring strict adherence to operational and regulatory compliance standards.