Team Head Emerging Markets, Investment Advisory, Zürich-based, 100% (f/m/d) — Julius Baer
- Località
- Zurich
- Contratto
- other
- Pubblicato
- —
Panoramica
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.
Julius Baer stands as one of the world’s most respected private banks, renowned for our unwavering commitment to personalised wealth management and long-term client partnerships.
- 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.
- Key Responsibilities Leadership & Team Development
- Lead, mentor, and develop a team of experienced investment advisors specialising in Emerging client coverage, promoting a culture of collaboration, continuous learning, and superior client service
- We seek a seasoned investment leader who combines sharp financial acumen with authentic empathy and understanding for a diverse client base. Essential Qualifications
- University degree in Finance, Economics, Business Administration, or a related field
Responsabilità principali
- Key Responsibilities Leadership & Team Development
- Lead, mentor, and develop a team of experienced investment advisors specialising in Emerging client coverage, promoting a culture of collaboration, continuous learning, and superior client service
- Define clear performance targets, monitor key metrics, and implement structured feedback mechanisms to ensure consistent growth and accountability
- Collaborate with HR and GPS leadership on recruitment, succession planning, and capability-building initiatives tailored to the Emerging segment
- Represent the team internally, advocating for resources, training, and strategic alignment with other divisions including Research, Product Management, and Wealth Planning
- Strategic Investment Advisory for High-Net-Worth Clients
- Serve as lead advisor for top-tier Emerging clients and prospects, crafting comprehensive, and culturally attuned investment strategies aligned with complex family dynamics and intergenerational goals
- Conduct in-depth portfolio diagnostics, asset allocation reviews, and scenario analyses, integrating macroeconomic outlooks, currency risks, and political developments
- Drive thematic idea generation with focus on opportunities and risks, spanning asset classes
- Ensure all recommendations adhere to MiFID II suitability and appropriateness requirements, with robust documentation and transparent rationale Client Engagement & Executive Presence
Requisiti principali
- We seek a seasoned investment leader who combines sharp financial acumen with authentic empathy and understanding for a diverse client base. Essential Qualifications
- University degree in Finance, Economics, Business Administration, or a related field
- CFA and/ or additional certifications such as CAIA are highly valued CWMA Holder
- Minimum of 12+ years of relevant experience in private banking or wealth management, ideally with exposure to cross-border advisory
- Proven track record in leading investment advisory teams, preferably in a global or multi-jurisdictional setting
- Similar experience within a top tier private bank covering UHNW and/or GFO
- Deep understanding of locals’ cultural nuances and business practices, with existing familiarity with major wealth centres in Emerging Markets (MENA, Asia, Southern Europe) Skills & Competencies
- Native or near-native proficiency in English and any additional language fluency such as Chinese, Greek or Arabic, strongly preferred
- Expertise across all major asset classes (equities, bonds, alternatives, hedge funds, private markets, and structured products)
- Strong grasp of taxation principles (Swiss and international), estate planning considerations, and anti-money laundering regulations
- Demonstrated ability to operate autonomously at an executive level, exercising sound judgment under pressure
- Exceptional communication and storytelling skills, able to translate complexity into clarity for diverse audiences
Processo di candidatura
- 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.
Dettagli ulteriori
- This is an opportunity for a proven leader in wealth management to shape advisory excellence, influence regional strategy, and drive client outcomes at the highest level, all from our global headquarters in Zürich. Key Responsibilities Leadership & Team Development
- Ensure all recommendations adhere to MiFID II suitability and appropriateness requirements, with robust documentation and transparent rationale Client Engagement & Executive Presence
- Travel regularly to key Emerging hubs and coordinate with local coverage teams to maintain proximity to clients and deepen relationships Regional Insight & Thought Leadership
- Contribute to firmwide initiatives focused on improving the client journey including digital enablement and multilingual content development Governance, Risk & Operational Excellence
- We seek a seasoned investment leader who combines sharp financial acumen with authentic empathy and understanding for a diverse client base. Essential Qualifications
- CFA and/ or additional certifications such as CAIA are highly valued
- Deep understanding of locals’ cultural nuances and business practices, with existing familiarity with major wealth centres in Emerging Markets (MENA, Asia, Southern Europe) Skills & Competencies
- Technically adept with Bloomberg, Microsoft Office Suite, and capable to quickly manage our internal tools Personal Attributes
- Resilient, solution-oriented, and committed to operational precision Location & Eligibility
Note e contenuto originale
- This is an opportunity for a proven leader in wealth management to shape advisory excellence, influence regional strategy, and drive client outcomes at the highest level, all from our global headquarters in Zürich.
- YOUR CHALLENGE
- Key Responsibilities
- Leadership & Team Development
- Ensure all recommendations adhere to MiFID II suitability and appropriateness requirements, with robust documentation and transparent rationale
- Client Engagement & Executive Presence
- Travel regularly to key Emerging hubs and coordinate with local coverage teams to maintain proximity to clients and deepen relationships
- Regional Insight & Thought Leadership
- Contribute to firmwide initiatives focused on improving the client journey including digital enablement and multilingual content development
- Governance, Risk & Operational Excellence
Domande frequenti su questo annuncio
Che stipendio offre Julius Baer per questa posizione?
Julius Baer indica CHF 101'500 - 154'000 lordi annui per questo ruolo a Zurich. Questo è lo stipendio pubblicato nell'annuncio originale (o, quando il datore non specifica una cifra, una stima realistica per ruolo e settore) — il calcolatore di questo sito lo converte nel netto reale una volta applicate imposta da frontaliere e contributi sociali.
È un ruolo a tempo pieno, e che tipo di contratto offre Julius Baer?
Questo annuncio è una posizione a tempo pieno. Il tipo di contratto mostrato qui arriva direttamente dall'annuncio originale del datore di lavoro; conferma sempre orario esatto, preavviso e durata del periodo di prova con Julius Baer durante il colloquio, perché questi dettagli possono variare anche all'interno della stessa categoria contrattuale.
Serve un permesso da frontaliere per un ruolo nel canton Zurigo?
I residenti UE/AELS nella zona di frontiera del paese confinante con il canton Zurigo possono richiedere il Permesso G; il datore di lavoro svizzero lo presenta all'ufficio della migrazione di quel canton dopo la firma del contratto. Regole sulla zona di frontiera e tempi di lavorazione variano per paese confinante e canton — verifica i dettagli con l'ufficio della migrazione del canton Zurigo o con HR durante il colloquio.
Come mi candido a questa posizione presso Julius Baer?
Usa il pulsante "Candidati ora" in questa pagina — rimanda direttamente all'annuncio originale di Julius Baer su juliusbaer.wd3.myworkdayjobs.com, quindi la tua candidatura arriva direttamente nel sistema di gestione candidature del datore di lavoro. Frontaliere Ticino non raccoglie né inoltra candidature in proprio.
