We need an Investment Advisor,
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.
Responsible for providing tailored investment advice and solutions to clients, supporting them in achieving their financial goals through portfolio management, market insights, and strategic recommendations.YOUR CHALLENGE
- Advise clients on investment opportunities aligned with their financial 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
YOUR PROFILE
- Demonstrate a client-focused mindset with a proactive and solution-oriented approach
- Strong analytical skills and ability to interpret market trends, financial data and technological developments
- In-depth knowledge of investment products, portfolio construction, and risk management
- Proven experience in investment advisory or wealth management within a private banking environment
- Bachelor’s degree in finance, economics, or a related field
We are looking forward to receiving your full job application through our online application tool.
DETAILS TO REGISTER FOR THIS JOB:
Make Sure Your CV is ATS-friendly.
What is an ATS CV?
Applicant Tracking System or "ATS", is the software that 'READS' your CV and stores this information in a database. Like this:
If the CV is not made as per the RULES of the ATS, the information will get messed up in the database. In the image below, 'PMP' has gone into the 'Mobile Number' column. The Mobile Number '052 1234567' has gone into the 'Main Skill' column.
So a recruiter searching for a candidate with PMP certification, will never find this person, in spite of his 'CV information' existing in the database...
...And, he will wonder why he gets rejected in spite of being a PERFECT MATCH for the Job.
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Information About Leading Certifications:
http://www.dubai-forever.com/pmp.html
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http://www.dubai-forever.com/nebosh-igc.html
Are You Ready To Get Certified? Get a FREE Personalised Report:
https://www.dubai-forever.com/pmp-eligibility-calculator.html
http://www.dubai-forever.com/power-bi-career-readiness-calculator.html
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