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Julius Baer

University Graduate – Portfolio Specialist 100% (f/m/d)

LocationZurich
Typefull-time
DepartmentPortfolio Reviews Specialist Team
Company size10,000+ people
First seen1w ago
Last seen2d ago
About the company
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.
About the role
Kick-start your career with Julius Baer’s Graduate Programme – April 2027
Are you about to complete your master’s degree or recently graduated and ready to turn ambition into impact? At Julius Baer, we empower graduates to shape the future of wealth management.
Our 18-month Graduate Programme is designed to unleash your potential through three dynamic rotations, including an international assignment. You’ll gain hands-on experience, build a global network, and lay the foundation for a thriving career in wealth management.
Your team:
The Portfolio Reviews Specialist Team is responsible for providing scalable support to improve portfolio advisory quality and support recurring revenues.
Responsibilities
He or she will be responsible for:
• Providing inputs from an asset allocation perspective
• Reviewing individual positions to identify risks and opportunities reflecting the view of the Global Asset Class Specialists, leveraging the value chain
• Helping scale portfolio action based on Global Asset Class Specialists’ recommendations
• Providing a more standardised advisory experience for Advice Premium clients, and helping retain and grow their assets with the Bank
Benefits
What’s in it for you?
• Tailored career path: Develop expertise in your chosen field while growing personally and professionally
• Global perspective: Gain international experience and work with diverse teams
• Community & mentorship: Learn from industry leaders and peers and build a strong network
• Impactful work: Contribute to projects that make a real difference from day one
YOUR CHALLENGE
•
Work collaboratively with the Global Asset Class Specialists and Relationship Managers to review and rebalance Advice Premium client portfolios
•
Develop a scalable process to analyse Advice Premium client portfolios efficiently
•
Develop and maintain a database of conviction ‘Buy’ ideas, as well as “Sell” recommendations
•
Keep updated on changes in the Bank’s Research and CIO views
•
Generate presentation materials (supplementary information, charts, tables, etc.) for Relationship Managers to discuss with their client
YOUR PROFILE
•
Master’s degree from a university or university of applied sciences with above-average grades in Banking & Finance (graduation max. 12 months ago)
•
Initial practical experience in an Asset Class/ Product or Portfolio Management
•
Passion for wealth management and a desire to create value beyond wealth
•
A global mindset, excellent interpersonal skills, and a strong appetite for learning
•
Fluency in English and German, with additional languages being a plus
•
Eligibility to work in the country where you apply for the position
Hiring process
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.
Is this not quite what you are looking for? Set up a job alert by creating a candidate account here.
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