University Graduate – Portfolio Specialist (m|f|x) Zürich

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.

Kick-start your career with Julius Baer’s Graduate Programme – April 2027

Are you about to complete your master’s degree or recently graduated and ready to turn ambition into impact? At Julius Baer, we empower graduates to shape the future of wealth management.

Our 18-month Graduate Programme is designed to unleash your potential through three dynamic rotations, including an international assignment. You’ll gain hands-on experience, build a global network, and lay the foundation for a thriving career in wealth management.

Your team:

The Portfolio Reviews Specialist Team is responsible for providing scalable support to improve portfolio advisory quality and support recurring revenues.

Aufgaben

He or she will be responsible for:

• Providing inputs from an asset allocation perspective
• Reviewing individual positions to identify risks and opportunities reflecting the view of the Global Asset Class Specialists, leveraging the value chain
• Helping scale portfolio action based on Global Asset Class Specialists’ recommendations
• Providing a more standardised advisory experience for Advice Premium clients, and helping retain and grow their assets with the Bank
• Work collaboratively with the Global Asset Class Specialists and Relationship Managers to review and rebalance Advice Premium client portfolios
• Develop a scalable process to analyse Advice Premium client portfolios efficiently
• Develop and maintain a database of conviction ‘Buy’ ideas, as well as “Sell” recommendations
• Keep updated on changes in the Bank’s Research and CIO views
• Generate presentation materials (supplementary information, charts, tables, etc.) for Relationship Managers to discuss with their client

Profil / Ihre Qualifikation / Ihre Persönlichkeit:

• Master's degree from a university or university of applied sciences with above-average grades in Banking & Finance (graduation max. 12 months ago)
• Initial practical experience in an Asset Class/ Product or Portfolio Management
• Passion for wealth management and a desire to create value beyond wealth
• A global mindset, excellent interpersonal skills, and a strong appetite for learning
• Fluency in English and German, with additional languages being a plus
• Eligibility to work in the country where you apply for the position

Kontakt

Tamara Vecchio

Global Graduate Programme Manager

Standort

Bahnhofstrasse 36, CH-8010 Zürich