Team Head Emerging Markets, Investment Advisory, Zürich-based, 100% (f/m/d) — Julius Baer
- Lieu
- Zurich
- Contrat
- other
- Publié
- —
Vue d’ensemble du poste
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
Responsabilités principales
- 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
Exigences principales
- 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
Processus de candidature
- 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.
Détails supplémentaires
- 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 et contenu original
- 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 sur cette offre
Quel salaire propose Julius Baer pour ce poste ?
Julius Baer indique CHF 101 500 - 154 000 bruts par an pour ce poste à Zurich. Il s'agit du salaire publié dans l'annonce d'origine (ou, si l'employeur ne précise pas de montant, d'une estimation réaliste pour le rôle et le secteur) — le calculateur de ce site le convertit en net réel une fois l'impôt frontalier et les cotisations sociales appliqués.
Est-ce un poste à temps plein, et quel type de contrat propose Julius Baer ?
Cette offre est un poste en temps plein. Le type de contrat affiché ici provient directement de l'annonce originale de l'employeur ; confirmez toujours les horaires exacts, le préavis et la durée d'essai avec Julius Baer pendant le processus de candidature, ces détails pouvant varier même au sein de la même catégorie de contrat.
Ai-je besoin d'un permis de frontalier pour un poste dans le canton de Zurich ?
Les résidents UE/AELE domiciliés dans la zone frontalière du pays voisin du canton de Zurich peuvent demander un permis G ; l'employeur suisse le dépose auprès de l'office cantonal des migrations après signature du contrat. Les règles de zone frontalière et les délais varient selon le pays voisin et le canton — confirmez les détails auprès de l'office des migrations du canton de Zurich ou avec les RH pendant la candidature.
Comment postuler à ce poste chez Julius Baer ?
Utilisez le bouton « Postuler maintenant » sur cette page — il renvoie directement à l'annonce originale de Julius Baer sur juliusbaer.wd3.myworkdayjobs.com, votre candidature arrive donc directement dans le système de suivi des candidatures de l'employeur. Frontaliere Ticino ne collecte ni ne transmet lui-même les candidatures.
