Team Head Emerging Markets, Investment Advisory, Zürich-based, 100% (f/m/d) — Julius Baer
- Location
- Zurich
- Contract
- other
- Posted
- —
Role overview
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
Main responsibilities
- 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
Key requirements
- 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
Application 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.
Additional 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
Notes and original content
- 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
Questions about this listing
What salary does Julius Baer offer for this role?
Julius Baer lists CHF 101'500 - 154'000 gross per year for this position in Zurich. This is the salary published in the original listing (or, when the employer omits a figure, a realistic estimate for the role and sector) — the calculator on this site converts it to your actual net take-home once cross-border tax and social contributions are applied.
Is this a full-time role, and what type of contract does Julius Baer offer?
This listing is a full-time position. The contract type shown here comes directly from the employer's original posting; always confirm exact hours, notice period and probation length with Julius Baer during the application process, since these details can vary by role even within the same contract category.
Do I need a cross-border work permit for a role in Zürich?
EU/EFTA residents living in the border zone of the country adjoining Canton Zürich can apply for a G permit; the Swiss employer files it with that canton's migration office after the contract is signed. Border-zone rules and processing times vary by neighbouring country and canton, so confirm the specifics with Zürich's cantonal migration office or with HR during the application.
How do I apply for this position at Julius Baer?
Use the "Apply now" button on this page — it links directly to Julius Baer's original listing at juliusbaer.wd3.myworkdayjobs.com, so your application goes straight to the employer's own applicant-tracking system. Frontaliere Ticino does not collect or forward applications itself.
