Julius Baer stands as one of the world’s most respected private banks, renowned for its commitment to personalised wealth management and long-term client partnerships. With over 130 years of heritage rooted in Swiss excellence and integrity, Julius Baer combines deep financial expertise with forward-looking innovation to serve discerning private clients globally. As part of the Global Products & Solutions division, the Client Coverage & Advisory team acts as a strategic hub for bespoke advisory services, partnering closely with Relationship Managers across Julius Baer’s international network to design sophisticated, goal-aligned investment strategies.
This is a critical leadership position at the intersection of strategic investment guidance, client centricity, and regional expertise, based at the global headquarters in Zürich.
Tasks
- Lead, mentor, and develop a team of experienced investment advisors specialising in Emerging client coverage, promoting a culture of collaboration, continuous learning, and superior client service.
- Define clear performance targets, monitor key metrics, and implement structured feedback mechanisms to ensure consistent growth and accountability.
- Collaborate with HR and GPS leadership on recruitment, succession planning, and capability-building initiatives tailored to the Emerging segment.
- Represent the team internally, advocating for resources, training, and strategic alignment with other divisions including Research, Product Management, and Wealth Planning.
- Serve as lead advisor for top-tier Emerging clients and prospects, crafting comprehensive and culturally attuned investment strategies aligned with complex family dynamics and intergenerational goals.
- Conduct in-depth portfolio diagnostics, asset allocation reviews, and scenario analyses, integrating macroeconomic outlooks, currency risks, and political developments.
- Drive thematic idea generation with focus on opportunities and risks, spanning asset classes.
- Ensure all recommendations adhere to MiFID II suitability and appropriateness requirements, with robust documentation and transparent rationale.
- Act as a trusted voice of authority during high-stakes client interactions, delivering insightful, articulate, and compelling presentations.
- Partner with Relationship Managers to co-lead client meetings, transition planning discussions, and board-level consultations.
- Travel regularly to key Emerging hubs and coordinate with local coverage teams to maintain proximity to clients and deepen relationships.
- Champion deep regional knowledge within Julius Baer by sharing regular market commentary, economic updates, and client behaviour insights with internal stakeholders.
- Liaise closely with the Research department and regional desks to refine investment views and identify structural shifts impacting wealth creation and preservation in the region.
- Contribute to firmwide initiatives focused on improving the client journey including digital enablement and multilingual content development.
- Oversee end-to-end trade execution and transaction management, ensuring full compliance with internal controls, settlement timelines, and regulatory standards.
- Work collaboratively with Operations, Compliance, Legal, and Internal Audit to uphold stringent governance frameworks and mitigate conduct risk.
- Implement standardised operating procedures within the team to enhance efficiency, scalability, and audit readiness.
Requirements
- University degree in Finance, Economics, Business Administration, or a related field.
- CFA and/or additional certifications such as CAIA are highly valued.
- CWMA Holder.
- Minimum of 12+ years of relevant experience in private banking or wealth management, ideally with exposure to cross-border advisory.
- Proven track record in leading investment advisory teams, preferably in a global or multi-jurisdictional setting.
- Similar experience within a top tier private bank covering UHNW and/or GFO.
- Deep understanding of locals’ cultural nuances and business practices, with existing familiarity with major wealth centres in Emerging Markets (MENA, Asia, Southern Europe).
- Native or near-native proficiency in English and any additional language fluency such as Chinese, Greek or Arabic, strongly preferred.
- Expertise across all major asset classes (equities, bonds, alternatives, hedge funds, private markets, and structured products).
- Strong grasp of taxation principles (Swiss and international), estate planning considerations, and anti-money laundering regulations.
- Demonstrated ability to operate autonomously at an executive level, exercising sound judgment under pressure.
- Exceptional communication and storytelling skills, able to translate complexity into clarity for diverse audiences.
- Technically adept with Bloomberg, Microsoft Office Suite, and capable to quickly manage internal tools.
- A natural leader who inspires trust and develops others with patience and fairness.
- Diplomatic and discreet, with a high sense of ethics and responsibility.
- Curious mind with enduring passion for global markets and lifelong learning.
- Resilient, solution-oriented, and committed to operational precision.
- Eligible to work in Switzerland and willing to travel internationally, including frequent trips overseas.
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Über uns
Das Team
The Client Coverage & Advisory team acts as a strategic hub for bespoke advisory services, partnering closely with Relationship Managers across Julius Baer’s international network. The role reports directly to the Head CC&A Switzerland & Monaco and involves leading a high-performing team of investment advisors specialising in Emerging Markets.