GPS Associate Investment Advisor Geneva Switzerland, 100% (f/m/d)

Bank Julius Bär & Co. Ltd.; Genf; On-site; CHF 80,000 - 110,000; Full time

Benefits offered by this job

Competitive salary

Social benefits package

Rotational development program

Job summary

Julius Baer in Geneva offers an entry-level GPS Associate Investment Advisor program within Global Products and Solutions. Over 18–24 months, you will rotate across key teams, gain hands-on investment experience, and build client relationships to prepare for a career as an Investment Advisor with GPS.

You’ll prepare client investment proposals, support pitches, and collaborate with asset-class specialists, while receiving mentorship, targeted training, and a competitive salary with comprehensive

Qualifications

• Master’s in Banking/Finance; CFA is a plus.
• 2–3 years in banking or asset management.
• Interest in economics, asset classes, and data analytics/AI.
• Fluent English and native-level French is a plus.

Responsibilities

• Prepare client investment proposals and tailor portfolio and investment recommendations.
• Support client and prospect pitches (e.g. presentations, market insights, investment ideas).
• Develop and assess investment concepts aligned with clients’ objectives, needs, and risk profiles.
• Collaborate with specialists across asset classes and product areas, including trade support with senior advisors.

Skills

Financial analysis

Investment concepts

Client communication

Team collaboration

Education

Master's degree in Banking/Finance

Job description

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. Join Julius Baer as a GPS Associate Investment Advisor, an entry-level opportunity for high-potential early-career professionals seeing to build a long-term career in private banking with our Global Products and Solutions (GPS) division. As part of the Client Coverage & Advisory team in Geneva, you will begin your career in GPS with a tailored onboarding and development approach, including rotational assignments across key teams. Over 18‑24 months you’ll gain hands‑on experience, deepen your investment expertise, and build relationships across the division, preparing you for a successful career as an Investment Advisor with GPS. At Julius Baer, we are dedicated to delivering exceptional wealth management solutions to private clients and institutions worldwide. As one of the leading Swiss private banks, we combine over 130 years of heritage with forward-thinking innovation, offering bespoke advice rooted in market expertise and personal commitment.

YOUR CHALLENGE

• Prepare client investment proposals and tailor portfolio and investment recommendations
• Support client and prospect pitches (e.g. presentations, market insights, investment ideas)
• Develop and assess investment concepts aligned with clients’ objectives, needs, and risk profiles
• Collaborate with specialists across asset classes and product areas,
• Provide support and work with senior investment advisors (e.g. trade entry, account balance, investment proposals, etc.)

YOUR PROFILE

Master’s degree in Banking, Finance, Business Administration, Economics, or a related discipline. CFA is a plus 2-3 years of professional experience (including internships) in banking or asset management Passion for economics and investment, solid theoretical understanding of asset classes and investment products Demonstrated entrepreneurial spirit – proactive, self‑motivated, and comfortable taking initiative Strong analytical and conceptual thinking abilities, capable of processing complex information quickly Understanding and basic experience of emerging technologies, including artificial intelligence, robotics, automation, and data analytics Excellent interpersonal, communication, and presentation skills, Service‑oriented mindset with a dedication to excellence in client support Systematic, precise, and resilient working style while been able to deliver quality results under tight deadlines Native level in French and Fluency in English, additional language(s) are an advantage Eligibility to work in the country of application

In this role, you will benefit from:

• A steep learning curve through 2-3 rotations across key teams in GPS (e.g. Wealth Planning, Asset Class Specialists, Lending) giving you broad exposure to investment advisory, different asset classes, product development, and client solutions
• The opportunity to work directly alongside seasoned specialists and subject‑matter experts, contributing to day‑to‑day business activities
• Continuous support via a dual mentorship model: A senior career adviser for career guidance and a buddy for day‑to‑day integration
• Access to targeted training programmes, covering technical competencies, soft skills, and regulatory frameworks essential to private banking
• A competitive salary and comprehensive social benefits package,
• An inclusive culture that values diverse perspectives, teamwork, and personal growth

Headquartered in Zurich, we are present in around 60 locations worldwide, including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo.

Why join Julius Baer?

At Julius Baer our employees enjoy the benefits of a global company with the support and collegiality of a much smaller one. We are growing quickly, but we remain dedicated to maintaining our accessible structure with flat hierarchies, and approachable and supportive leaders. With offices around the world, we offer an international and stimulating work environment and the opportunity to work with a diverse team of highly motivated colleagues, bringing the best of the bank to our clients.

Our core values of Care, Passion, and Excellence define the tone of how we interact with each other and our partners.

Committed to your success

Whether nurturing young talent with our renowned apprentice scheme, enabling ambitious university graduates to put theory into practice with our Graduate Programme, or providing first‑class opportunities for experienced professionals, we look after our employees. We believe in continuous learning as a company and as individuals, which is why we put a focus on the health and well‑being of our employees and offer flexible working options, a wide array of benefits, and extensive career development programmes.

For more information visit www.juliusbaer.com or contact us via the Contact Form.