Team Head Emerging Markets, Investment Advisory, Zürich-based, 100% (f/m/d) — Julius Baer
- Ort
- Zurich
- Vertrag
- other
- Veröffentlicht
- —
Rollenüberblick
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
Hauptaufgaben
- 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
Wichtige Anforderungen
- 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
Bewerbungsprozess
- 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.
Weitere Details
- 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
Notizen und Originalinhalt
- 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
Fragen zu dieser Stellenanzeige
Welches Gehalt bietet Julius Baer für diese Stelle?
Julius Baer gibt CHF 101'500 - 154'000 brutto pro Jahr für diese Position in Zurich an. Dies ist das im Original-Inserat veröffentlichte Gehalt (oder, falls der Arbeitgeber keinen Betrag nennt, eine realistische Schätzung für Rolle und Branche) — der Rechner auf dieser Seite berechnet daraus Ihr tatsächliches Netto nach Grenzgänger-Steuer und Sozialabgaben.
Ist das eine Vollzeitstelle, und welchen Vertragstyp bietet Julius Baer?
Diese Stelle ist eine Vollzeit-Position. Der hier angezeigte Vertragstyp stammt direkt aus dem Original-Inserat des Arbeitgebers; klären Sie genaue Arbeitszeiten, Kündigungsfrist und Probezeit während des Bewerbungsprozesses mit Julius Baer, da diese Details auch innerhalb derselben Vertragskategorie variieren können.
Brauche ich eine Grenzgänger-Bewilligung für eine Stelle im Kanton Zürich?
EU/EFTA-Bürger mit Wohnsitz in der Grenzzone des an den Kanton Zürich angrenzenden Landes können eine G-Bewilligung beantragen; der Schweizer Arbeitgeber reicht sie nach Vertragsunterzeichnung beim Migrationsamt dieses Kantons ein. Grenzzonen-Regeln und Bearbeitungszeiten variieren je nach Nachbarland und Kanton — klären Sie die Details mit dem Migrationsamt des Kantons Zürich oder mit HR während der Bewerbung.
Wie bewerbe ich mich für diese Stelle bei Julius Baer?
Nutzen Sie die Schaltfläche "Jetzt bewerben" auf dieser Seite — sie führt direkt zum Original-Inserat von Julius Baer unter juliusbaer.wd3.myworkdayjobs.com, sodass Ihre Bewerbung direkt im Bewerbermanagementsystem des Arbeitgebers landet. Frontaliere Ticino sammelt oder leitet keine Bewerbungen selbst weiter.
