Private Markets Fund Specialist 100% (f/m/d) at BANK JULIUS BAER CO LTD

Zurich, Zurich, Switzerland -

Full Time

Start Date

Immediate

Expiry Date

11 Mar, 26

Salary

0.0

Posted On

11 Dec, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Alternative Investments, Private Markets, Fund Structures, Regulatory Frameworks, Fund Operations, Interpersonal Skills, Communication Skills, Presentation Skills, Critical Thinking, Analytical Skills, Problem-Solving Skills, Investment Knowledge, Market Trends, Sales Initiatives, Client Engagement, Training

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. Private Markets Fund Specialists are responsible for providing expert advice, support, and guidance on best-in-class investment products to clients and internal stakeholders. In their role as experts, they generate recommendation lists, market opportunities, switch ideas and cover the after-sales for core holdings. Furthermore, they also drive sales initiatives and promote the respective instruments in the bank. Private Markets Fund Specialists are front and client facing staff, supporting the delivery of exceptional client experience through product knowledge and expertise. YOUR CHALLENGE Provide expert advice, support, and guidance on Private Markets Fund to clients and internal stakeholders such as relationship managers, assistants, account managers, and investment advisors Develop and maintain a deep understanding of investment products and market trends within Private Markets and beyond Select and identify specific product ideas and generate recommendation lists Write or contribute to the development of marketing materials, publications, and presentations related to investment products Participate in client meetings delivering product knowhow and expertise to sophisticated end clients. Drive sales and investment campaigns based on understanding client and stakeholder needs Educate and train internal stakeholders on investment products and market trends to improve product knowledge and expertise within the organization Support the organization in hosting client and/or internal events showcasing investment products and expertise YOUR PROFILE Knowledge of alternative investments and private markets Familiarity with fund structures, regulatory frameworks and fund operations Familiarity with private markets manager universe and industry trends A team player with strong self-motivation, a service-oriented personality and excellent interpersonal skills Strong communication and presentation skills Ability to think critically and analytically with attention to detail Strong problem-solving skills with the ability to adapt to changing market conditions and product offerings Experience in investment-related roles or relevant professional certifications (e.g. CFA, CAIA) Language skills: German-preferred, Spanish and French beneficial 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

Private Markets Fund Specialists provide expert advice and support on investment products to clients and internal stakeholders. They also drive sales initiatives and promote investment instruments while ensuring exceptional client experiences.