University Graduate – Investment Advisory 100% (f/m/d) at BANK JULIUS BAER CO LTD

Zurich, Zurich, Switzerland -

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

Financial Markets, Investment Strategies, Portfolio Monitoring, Risk Exposure, Communication, Presentation Skills, Interpersonal Skills, Private Banking Operations, Advisory Processes, Portfolio Implementation, Regulatory Topics, Compliance Topics, Wealth Management, Client Advisory

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 Programme – 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: You will be joining Client Coverage & Advisory – Emerging Markets & Americas, part of the Global Products & Solutions unit. Our team delivers tailored investment advice and long-term wealth planning solutions to our clients across the region. Acting as a trusted partner to both clients and relationship managers, we provide comprehensive investment guidance, develop customised strategies, and actively monitor portfolio allocations and risk exposures to ensure alignment with clients’ financial goals. 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 Build a strong foundation in financial markets and instruments Learn how to design and evaluate investment strategies tailored to client profiles and market environment Collaborate with Senior Advisors for client meetings Learn to review client portfolios to ensure alignment with investment strategy and risk profile Develop strong communication, presentation, and interpersonal skills essential for building trust with clients Gain practical insight into private banking operations, rom advisory processes to portfolio implementation and reporting Acquire knowledge of key regulatory and compliance topics linked to investments YOUR PROFILE Master's degree from a university or university of applied sciences with above-average grades in finance and economics (graduation max. 12 months ago) Initial practical experience in banking and/or asset management 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 and Russian, with additional languages being a plus 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 building a foundation in financial markets, designing and evaluating investment strategies tailored to clients, and collaborating with Senior Advisors on client meetings. Responsibilities also include reviewing client portfolios to ensure alignment with investment strategy and risk profile.