Strategic Wealth Advisor

Tanqeeb; Manama; On-site; BHD 25,000 - 50,000; Full time

Job summary

Julius Baer is seeking an experienced investment advisor to provide tailored guidance and solutions for clients, supporting them in reaching financial goals through portfolio management and strategic recommendations.

Key responsibilities include maintaining strong client relationships, monitoring market trends, and ensuring compliant advisory practices within a private banking setting.

Qualifications

• Bachelor’s degree in finance, economics, or related field.
• Experience in investment advisory or wealth management.
• In-depth knowledge of investment products, portfolio construction, and risk management.

Responsibilities

• Advise clients on investment opportunities aligned with their objectives and risk profile.
• Develop and maintain strong client relationships through regular communication and portfolio reviews.
• Monitor market trends and economic developments to identify suitable investment ideas.
• Construct and adjust investment portfolios based on client needs and market conditions.
• Ensure compliance with regulatory requirements and internal policies in all advisory activities.
• Collaborate with relationship managers and product specialists to deliver holistic wealth management solutions.

Skills

Client-focused

Analytical skills

Market interpretation

Investment products knowledge

Portfolio construction

Education

Bachelor’s degree in finance/economics

Job description

Julius Baer is seeking an experienced investment advisor to provide tailored guidance and solutions for clients, supporting them in reaching financial goals through portfolio management and strategic recommendations.

Key responsibilities include maintaining strong client relationships, monitoring market trends, and ensuring compliant advisory practices within a private banking setting.