About this role
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.
As a member of Porfolio Manager Spain, the Junior Porfolio Manager supports the team in different duties, like managing standard discretionary portfolios, preparation of new investment proposals, client presentations, contribute to IT development projects, etc.YOUR CHALLENGE
Trading execution for standard mandates to implement investment decisions.
Cash and currency management.
Support in client meetings with view to handle alone client relations.
Generating client performance reports.
Prepare investment proposals and presentations for pitches.
YOUR PROFILE
Professional Experience and Role-specific Specialized Competencies
Min. 2 years of experience in portfolio management or investment-related activities.
Education Requirements
Degree from a University/University of Applied Sciences.
Master’s in finance or similar appreciated.
Successful completion of CFA Level 1 or CAIA Level 1 designation preferred.
Fluent in English and Spanish, additional language is a plus.
Professional Competence
Financial markets and product know-how.
Willingness to learn and to take over responsability.
Set priorities according to objectives.
Strive for continous improvement of processes.
Can represent the opinions of others even then he/she disagrees.
Methodological Competence
High analytical skills.
Accurate and diligent in execution.
Proactively communicates if deadlines or targets are at risk.
Learns from mistakes and drives continuous improvement.
Goal-oriented, takes ownership, and supports team outcomes.
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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Other facts
About Julius Baer
Julius Baer is present in around 25 countries and 60 locations. Headquartered in Zurich, we have offices in key locations including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo. Our client-centric approach, our objective advice based on the Julius Baer open product platform, our solid financial base, and our entrepreneurial management culture make us the international reference in wealth management.
What you'll do
- The Junior Portfolio Manager supports the team by managing standard discretionary portfolios and preparing investment proposals and client presentations. Additional responsibilities include trading execution, cash management, and generating client performance reports.
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