GPS Associate Programme : Investment Advisor Switzerland, Lugano, 100% (f / m / d)

CH10 - BJB Bank Julius Baer & Co. Ltd.; Lugano; Vor Ort; CHF 30’000 - 80’000; Vollzeit

Zusammenfassung

A leading Swiss private bank is seeking candidates for the GPS Associate Programme in Lugano. This two-year development journey will provide early-career professionals with rotational assignments, training, and mentorship in private banking. Candidates should possess a relevant degree, strong analytical skills, and fluency in Italian and English. The programme focuses on client investment strategies, mentorship, and prepares associates for permanent roles through hands-on experience. Join us to shape the future of wealth management.

Qualifikationen

• Bachelor’s or Master’s degree in a relevant field.
• CFA Charterholder or enrolled in CFA Exams is a plus.
• Fluency in Italian and English, additional languages advantageous.

Aufgaben

• Prepare client investment proposals and tailor recommendations.
• Support in client and prospect pitches with materials and insights.
• Assist in preparing portfolio reviews and analysis.

Kenntnisse

Analytical thinking

Communication skills

Presentation skills

Proactivity

Client support

Ausbildung

Bachelor’s or Master’s degree in Banking, Finance, Business Administration, Economics

Jobbeschreibung

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 the GPS Associate Programme, a structured two-year development journey designed for ambitious early-career professionals aiming to build a career in private banking.

As part of the Client Coverage & Advisory team in Switzerland / Hong Kong, you will embark on a dynamic 18-24 month programme combining rotational assignments, intensive training, and mentorship with challenging projects and responsibilities.

Through hands-on experience and continuous learning, you will develop the skills, network, and business acumen necessary to transition into a permanent role as an Investment Advisor within GPS upon successful completion.

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.

The GPS unit plays a central role in shaping client-focused investment strategies, developing innovative financial products, and providing expert advisory across all major asset classes. By aligning global insights with local needs, we empower relationship managers with tailored solutions that meet evolving client needs.

YOUR CHALLENGE

During the programme, you will rotate through 2-3 teams within GPS, gaining broad exposure to different asset classes, portfolio construction approaches, and investment strategies. You will work alongside experienced experts to :

• Prepare client investment proposals and tailor portfolio and investment recommendations
• Support in client and prospect pitches (e.g. presentation materials, investment insights, market opportunities)
• Develop and assess innovative investment ideas aligned to clients’ investment objectives, needs, and risk profile
• Assist in preparing regular portfolio reviews and analysis

YOUR PROFILE

• Bachelor’s or Master’s degree in Banking, Finance, Business Administration, Economics, or a related discipline
• CFA Charterholder (or equivalent) or being enrolled to one of the CFA Exams is considered an advantage
• Italian native level, fluency in English, additional language(s) are an advantage
• 2-3 years of professional experience (including internships)
• Demonstrated entrepreneurial spirit – proactive, self-motivated, and comfortable taking initiative
• Strong analytical and conceptual thinking abilities, capable of processing complex information quickly
• Excellent interpersonal, communication, and presentation skills
• Service-oriented mindset with a dedication to excellence in client support
• Systematic, precise, and resilient working style – able to deliver quality results under tight deadlines
• For this role based in Lugano (CH), eligibility to work in the country of application throughout the duration of the programme

We are looking forward to receiving your full job application through our online application tool.