Job Description

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.

Join Julius Baer as a GPS Associate Investment Advisor, an entry-level opportunity for high-potential early-career professionals seeing to build a long-term career in private banking with our Global Products and Solutions (GPS) division.

As part of the Client Coverage & Advisory team in Geneva, you will begin your career in GPS with a tailored onboarding and development approach, including rotational assignments across key teams. Over 18-24 months you’ll gain hands-on experience, deepen your investment expertise, and build relationships across the division, preparing you for a successful career as an Investment Advisor with GPS.

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.

YOUR CHALLENGE

As a GPS Associate Investment Advisor, you will contribute directly to the Investment Advisor team, support client coverage and portfolio structuring tasks. You will work alongside experienced experts to:

• Prepare client investment proposals and tailor portfolio and investment recommendations
• Support client and prospect pitches (e.g. presentations, market insights, investment ideas)
• Develop and assess investment concepts aligned with clients’ objectives, needs, and risk profiles
• Collaborate with specialists across asset classes and product areas,
• Provide support and work with senior investment advisors (e.g. trade entry, account balance, investment proposals, etc.)

YOUR PROFILE

• Master’s degree in Banking, Finance, Business Administration, Economics, or a related discipline. CFA is a plus
• 2-3 years of professional experience (including internships) in banking or asset management
• Passion for economics and investment, solid theoretical understanding of asset classes and investment products
• Demonstrated entrepreneurial spirit – proactive, self-motivated, and comfortable taking initiative
• Strong analytical and conceptual thinking abilities, capable of processing complex information quickly
• Understanding and basic experience of emerging technologies, including artificial intelligence, robotics, automation, and data analytics
• Excellent interpersonal, communication, and presentation skills,
• Service-oriented mindset with a dedication to excellence in client support
• Systematic, precise, and resilient working style while been able to deliver quality results under tight deadlines
• Native level in French and Fluency in English, additional language(s) are an advantage
• Eligibility to work in the country of application

At Julius Baer, we believe in empowering talent. Your ideas matter. Your development counts. And your contribution helps shape the future of JB wealth management. In this role, you will benefit from:

• A steep learning curve through 2-3 rotations across key teams in GPS (e.g. Wealth Planning, Asset Class Specialists, Lending) giving you broad exposure to investment advisory, different asset classes, product development, and client solutions
• The opportunity to work directly alongside seasoned specialists and subject-matter experts, contributing to day-to-day business activities
• Continuous support via a dual mentorship model: A senior career adviser for career guidance and a buddy for day-to-day integration
• Access to targeted training programmes, covering technical competencies, soft skills, and regulatory frameworks essential to private banking
• A competitive salary and comprehensive social benefits package,
• An inclusive culture that values diverse perspectives, teamwork, and personal growth

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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