Investment Advisor – Focus on Polish Clients, Zürich based, 100% (f/m/d)

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.

The Client Coverage & Advisory team in Zurich serves as a centre of excellence for investment advisory, supporting Relationship Managers across Julius Baer’s international network. As part of the broader Global Products & Solutions unit, the team delivers sophisticated, customised investment solutions aligned with the bank’s philosophy of personalized wealth management.

This particular role focuses on deepening expertise and coverage in relation to Polish private clients and prospects, ensuring culturally attuned, locally informed advice is integrated into globally structured portfolios.

At Julius Baer, we are dedicated to delivering exceptional wealth management solutions to private clients and institutions worldwide. As one of the leading Swiss private banks, we combine over 130 years of heritage with forward-thinking innovation, offering bespoke advice rooted in market expertise and personal commitment.

The Global Products & Solutions unit plays a central role in shaping client-focused investment strategies, developing innovative financial products, and providing expert advisory across all major asset classes. By aligning global insights with local needs, we empower relationship managers with tailored solutions that meet evolving client needs.

YOUR CHALLENGE

1. Strategic Investment Advisory & Portfolio Analysis

• Originate and deliver tailored investment proposals, incorporating comprehensive portfolio analysis and customised asset allocation strategies aligned with clients' financial goals, risk tolerance, and long-term objectives
• Conduct in-depth portfolio performance reviews and produce analytical reports that inform strategic decisions, strengthen client dialogues, and demonstrate expertise and transparency
• Proactively research, develop, and evaluate innovative investment solutions and portfolio construction methodologies by integrating macroeconomic trends, geopolitical developments, and evolving market dynamics, all within defined risk parameters
• Contribute to idea generation, thematic research, and regional investment recommendations particularly relevant to the Polish clientele

2. Client Engagement & Presentation Excellence

• Serve as a trusted investments advisor for Polish-speaking clients, providing holistic advice across all major asset classes, including equities, fixed income, alternatives, and multi-asset solutions
• Play a pivotal role in client and prospect engagements, designing and delivering high-impact, insight-driven presentations featuring market commentary, thematic ideas, and targeted opportunity assessments tailored to individual client profiles
• Collaborate closely with Relationship Managers (RMs) to co-develop bespoke investment strategies that reflect each client’s financial aims, risk appetite, and cultural background
• Jointly lead client meetings and advisory sessions, both in Zurich and internationally, ensuring consistent delivery of premium advisory services

​3. Trade Execution & Transactional Ownership

• Take full responsibility for the end-to-end processing of trade transactions, including initiation, validation, coordination with middle/back office, and post-trade confirmation
• Ensure accurate and timely execution of buy/sell orders across multiple asset classes, in compliance with internal trading protocols, settlement timelines, and regulatory requirements
• Monitor trade lifecycles proactively, resolving discrepancies swiftly and maintaining close coordination with custody, operations, and compliance units when necessary

4. Operational & Regulatory Compliance Support

• Provide high-caliber operational and administrative support, ensuring seamless execution across client servicing workflows
• Uphold strict adherence to internal governance standards, documentation requirements, and regulatory obligations (including MiFID II appropriateness assessments and suitability checks)
• Maintain meticulous records of client interactions, investment rationales, and transaction histories in accordance with audit and compliance frameworks

5. Market Intelligence & Continuous Development

• Stay continuously updated on global market developments, emerging investment themes, product innovations, and relevant regulatory changes affecting cross-border wealth management
• Leverage insights from global research and internal experts to enrich client conversations and ensure recommendations remain forward-looking and well-informed

YOUR PROFILE

• Master’s degree in Banking, Finance, Business Administration, Economics, or a related discipline
• CWMA Holder preferred  
• Native-level proficiency in Polish and full professional fluency in English is essential
• Deep understanding of Polish business culture and society, ideally supported by prior experience covering Polish clients or markets
• 3–7 years of relevant professional experience in private banking, investment advisory, or a similar financial services environment
• Entrepreneurial mindset, proactive, self-driven, and able to act independently
• Strong analytical and conceptual skills, with the ability to interpret complex financial information efficiently
• Excellent communication, interpersonal, and presentation abilities
• Client-focused approach with a commitment to delivering high-quality service
• Methodical, detail-oriented, and resilient under pressure, capable of meeting tight deadlines without compromising precision
• For this role, permanently based in Zürich (CH), eligibility to work in the country of application and to travel within Switzerland

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.

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