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 Outsourced CIO Team in Zurich provides fully tailored investment solutions for High‑Net‑Worth and Ultra‑High‑Net‑Worth individuals with complex wealth structures and bankable assets typically above CHF 10 million.Apply a deep understanding of the Bank’s investment strategy to deliver high‑quality solutions aligned with each client’s objectives and constraints
Cover all major financial asset classes, including fixed income, equities, currencies, alternative investments, commodities, and external funds
Analyse and optimize aggregated client portfolios based on individual risk profiles, preferences, and investment restrictions
Deliver comprehensive risk management, performance analytics, and portfolio optimization for clients and prospects
Develop tailored investment proposals and represent the investment view in client meetings as the dedicated investment expert
Provide outstanding investment solutions and services to UHNW clients across new and established relationships
Collaborate closely with Relationship Managers and other investment teams to match strategies and products to client needs
Ensure accurate and timely delivery of both standard and customized reporting, including performance, risk, and portfolio composition
Maintain strict adherence to investment guidelines, mandate specifications, and regulatory requirements
Contribute actively to business development, supporting acquisition efforts in partnership with private bankers and other internal units
Bachelor’s degree in mathematics, economics, quantitative finance, research, computer science, management science, or a related field; CFA, CEFA, FRM, or similar certification strongly preferred
Minimum 5 years of experience in Portfolio Management or a comparable investment function with direct client exposure
Strong understanding of financial markets and portfolio construction, with the ability to credibly discuss a broad range of asset classes
Proven track record as an outstanding investment advisor or portfolio manager, ideally in a UHNW or institutional context
Excellent pitching and presentation capabilities, able to articulate complex concepts clearly and convincingly
Exceptional client-facing and interpersonal skills, with a strong understanding of UHNW client needs and Private Banker workflows
Entrepreneurial mindset with a strong focus on delivery, accountability, and high service standards
Team-oriented personality with strong attention to detail and collaborative spirit
Excellent negotiation skills and diplomacy, especially in demanding client interactions
Demonstrable ability to deliver top-quality results, with a commitment to best-in-class client care
Highly organized and analytical, capable of managing multiple priorities and responding efficiently to ad hoc requests
Resilient under pressure, able to adapt to fluctuating workloads and tight deadlines
Strong communication skills, able to express complex investment ideas in a clear and engaging manner
Fluency in German and English required; additional languages are a strong asset
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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