Investment Advisor Specialist

3 semanas atrás


São Paulo, São Paulo, Brasil BR50 - JBFO Julius Baer Brasil Gestão de Patrimônio e Consultoria de Valores Mobiliários Ltda Tempo inteiro
YOUR CHALLENGE

At Julius Baer, we value the unique qualities you bring, empowering you to make a meaningful impact, drive innovation, and create value beyond wealth.

  • Provide high-quality, tailored investment advice to ultra-high net worth individuals and sophisticated wealth management clients across various asset classes and markets.
  • Develop in-depth knowledge of international financial markets and alternative investments, including hedge funds and private equities.
  • Grow and manage a book of advisory direct clients, delivering exceptional service and results.
  • Monitor and optimize advisory portfolios, providing proactive investment ideas and solutions to clients.
  • Generate and present investment ideas and solutions for advisory clients within our private client unit.
  • Present market views, investment strategies, and ideas to relationship managers, clients, and prospects.
  • Prepare and participate in client pitches, showcasing your expertise and passion.
YOUR PROFILE

We seek a seasoned professional with a minimum of 10 years' experience in finance, focusing on direct client holistic investment advisory.

  • Strong knowledge of macroeconomics and investment strategy.
  • Excellent understanding of all asset classes.
  • Excellent written and verbal communication skills in Portuguese and English.
  • Highly motivated team player with strong organization skills, strategic thinking, and a willingness to take ownership of multiple tasks.
  • Flexible, proactive, and open-minded attitude, with a charismatic presence and a strong desire to deliver excellence.
  • Proficiency in executing client orders under pressure.
  • Proficiency in Microsoft Office and finance tools, including Bloomberg and Factset.

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



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