University Graduate – Focus-Track Investment Advisor - 100% (f/m/d) at BANK JULIUS BAER CO LTD

Luxembourg, , Luxembourg -

Full Time

Start Date

Immediate

Expiry Date

13 May, 26

Salary

0.0

Posted On

12 Feb, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Investment Advisory, Wealth Management, Market Trends Analysis, Portfolio Monitoring, Regulatory Standards Adherence, Client Handling, Investment Proposals Preparation, Performance Reviews, Tailored Presentations, Financial Goals Alignment, Risk Tolerance Assessment, Trading Activities Assistance, Product Offering Understanding, Investment Competences Understanding, Interpersonal Skills, 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. Kick-start your career with Julius Baer’s Graduate Program – October 2026 Are you about to complete your master’s degree or recently graduated and ready to turn ambition into impact? At Julius Baer, we empower graduates to shape the future of wealth management. Our 18-month Graduate Programme is designed to unleash your potential through three dynamic rotations, including an international assignment. You’ll gain hands-on experience, build a global network, and lay the foundation for a thriving career in wealth management. Your team As part of the Global Products and Solutions in the Client Coverage & Advisory team you will join Investment Advisory in Luxembourg, which plays a key role in distributing the investment compass to both internal as well and external. The role involves helping in providing tailored investment advice to clients, ensuring strategies align with their financial goals and risk tolerance. You will have to assist in monitoring market and economic trends to identify relevant opportunities, adjusting portfolios accordingly while adhering to regulatory standards and internal policies. You will also assist Senior investment advisors while working with relationship managers and product specialists, helping to ensures comprehensive, integrated wealth management solutions for clients. What’s in it for you? •Tailored career path: Develop expertise in your chosen field while growing personally and professionally •Global perspective: Gain international experience and work with diverse teams •Community & mentorship: Learn from industry leaders and peers and build a strong network •Impactful work: Contribute to projects that make a real difference from day one Start date: 1 October 2026 Curious to learn more about our Graduate Programme? Visit our careers website: https://www.juliusbaer.com/en/careers/graduates/ YOUR CHALLENGE During the program, you will: Understand the investment competences of Julius Baer Understand the product offering of Julius Baer Group Learn how to manage complex investments Assist with trading activities Understand client handling Monitoring and analyzing client portfolios Prepare investment proposals, performance reviews, and tailored presentations YOUR PROFILE Master's degree from a university or university of applied sciences with above-average grades in financial engineering or financial markets or financial data management (graduation max. 12 months ago) Initial practical experience in Private Banking or asset managements could be an advantage and with strong analytical skills and ability to interpret market trends, financial data and technological developments Passion for wealth management and a desire to create value beyond wealth A global mindset, excellent interpersonal skills, and a strong appetite for learning Fluency in English, with any additional European or Nordic languages being a strong advantage Eligibility to work in the country where you apply for the position We review applications on a rolling basis. Thank you for applying early and for your patience during the review process. 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 assisting in providing tailored investment advice to clients, ensuring strategies align with their financial goals and risk tolerance while adhering to regulatory standards. Responsibilities include monitoring market trends, adjusting portfolios, assisting senior advisors, and ensuring comprehensive wealth management solutions are delivered.