Investment Advisor 100% (f/m/d)

Genf

Key information

Publication date:03 October 2025
Workload:100%
Place of work:Genf

Job summary

Join Julius Baer, a leader in wealth management, to shape the future. Enjoy a collaborative work environment with opportunities for growth.

Tasks

Support Investment Advisors in monitoring client portfolios effectively.
Conduct research to enhance advisory recommendations and solutions.
Prepare tailored presentations and documentation to ensure compliance.

Skills

Master's in Economics or Finance; practical experience preferred.
Fluent in French and English, with strong communication skills.
Analytical mindset and a passion for economics and investment.

Is this helpful?

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.

As an Investment Advisor, you will play a pivotal role in driving investment excellence and client satisfaction.

Acting as a strategic partner to Relationship Managers (RMs) and a trusted advisor to clients, you will provide high-quality, customised investment solutions aligned with client goals, risk profiles, and regulatory frameworks.

You will actively contribute to business growth through advisory leadership, client engagement, and cross-functional collaboration, while upholding the highest standards of professionalism.

This role combines investment expertise, client-facing advisory, and business development support, serving as a critical bridge between RMs, internal specialists, and clients.

YOUR CHALLENGE

Support Senior Investment Advisors in monitoring and analysing client portfolios

Conduct market and product research to support advisory recommendations

Prepare investment proposals, performance reviews, and tailored presentations

Contribute to acquisition and retention of mandate solutions

Collaborate with Research, Product Solutions, Wealth Planning, and other teams to support holistic client solutions

Prepare sales material, pitches, and event content

Ensure accurate documentation and compliance with MiFID II / FIDLEG regulations

Support monitoring of portfolio suitability and risk alignment

YOUR PROFILE

Some practical experience in banking or asset management, including internships or traineeships

Master degree in Economics, Finance, or related field, CFA is a plus

Passion for economics and investment, solid theoretical understanding of asset classes and investment products

Analytical, detail-oriented, and eager to learn

Team player with excellent interpersonal and communication skills

Total fluency in French and English, is mandatory (excellent written and oral skills)

Additional languages (German, Italian, Arabic, etc.) are an advantage

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 .