Global Portfolio Reviews Analyst – Graduate Programme

Julius Baer

Zürich

Vor Ort

CHF 90.000 - 110.000

Vollzeit

Vor 3 Tagen

Sei unter den ersten Bewerbenden

Bewerbungsgenerator

Eine zielgenaue Bewerbung für diesen Job — ein maßgeschneiderter Lebenslauf und ein Anschreiben, die genau zur Stellenanzeige passen.

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Zusammenfassung

Julius Baer invites graduates to join its 18‑month Graduate Programme starting April 2027 in Zürich. You will rotate through dynamic assignments, gaining hands-on experience and a global network.

The role focuses on portfolio reviews, analytics and standardized advisory enhancements for Advice Premium clients, with mentorship and international exposure. Ideal candidates hold a Master’s in Banking & Finance, possess a passion for wealth management, and demonstrate fluency in English and German.

Qualifikationen

Master's degree in Banking & Finance with above-average grades (graduation max. 12 months ago).
Experience in Asset Class/Product or Portfolio Management.
Passion for wealth management and creating value beyond wealth.
Global mindset, interpersonal skills, and strong learning appetite.
Fluency in English and German; additional languages are a plus.

Aufgaben

Work with Global Asset Class Specialists and Relationship Managers to review and rebalance Advice Premium client portfolios.
Develop scalable processes to analyse Advice Premium client portfolios efficiently.
Build and maintain a database of Buy/Sell ideas based on CIO views.
Keep updated on Bank Research and CIO views changes.
Prepare presentation materials for Relationship Managers to discuss with clients.

Kenntnisse

Asset allocation knowledge

Portfolio management

Analytical skills

English & German fluency

Ausbildung

Master's degree in Banking & Finance

Jobbeschreibung