Julius Baer is the leading Swiss private banking group with a focus on servicing and advising sophisticated private clients and a premium brand in global wealth management. That is why a comprehensive range of services and first-class service quality are essential – as are the committed teams that provide them.
Investment Advisor LATAM
Main responsibility is to provide investment advice and solutions to UHNW and HNW clients based in Latam covering all asset classes
Direct contact with clients including regular calls, meetings, presentations, discussions about the investment strategy of the bank, specific instruments and economic outlook
Actively monitor and manage portfolios risk, asset allocation, country/sector and FX exposures as well as computing stress tests, scenarios simulations and cash flow analysis.
Proactive marketing of our advisory advanced services with the target to grow the book
Maintaining strong working relationships with Relationship Managers
Coordinate activities and recommendations with internal investment professionals and Research
Deep financial knowledge in all asset classes (CFA / AZEK / CAIA highly desirable)
Strong communication and writing skills in Spanish and English
Strong technical skills (Bloomberg, Excel)
Sound understanding of the Private Banking business as an Investment Advisor.
Ability to maintain a positive work atmosphere by communicating effectively with clients / prospects / RM’s and peers.
Motivated and fast-learner
Integrity and personal ethics
Independent decision-maker, autonomous and self-motivated transparent, open-minded and team-friendly
Long term commitment
Self-motivated character with entrepreneurial enthusiasm