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.
You will be responsible for leading and supervising a team of Portfolio Managers, overseeing the management and monitoring of investment portfolios.
The role is considered as a Key Risk-Taker (KRT) function.
You will enhance the Bank's market presence through public speaking engagements and by strengthening visibility in the market.
Working closely with clients and stakeholders, you will provide expert guidance to meet investment objectives and ensure strict compliance with regulations and Bank policies.
YOUR CHALLENGE
- Lead and mentor a team of Portfolio Managers, fostering a high-performance culture and ensuring the seamless execution of investment strategies across the desk
- Take responsibility for general team management and human resources topics, including workload distribution, recruitment, performance evaluations and professional development
- Represent the Bank through public speaking engagements and industry events in Luxembourg, strengthening its market presence and reinforcing its visibility among clients, prospects and key stakeholders
- Drive asset growth and enhance profitability by leading pitching efforts, applying a strong commercial focus, while maintaining exceptional client service
- Oversee the implementation of investment strategies, ensuring optimal asset allocation that aligns with clients' investment objectives, risk tolerance, time horizon and market conditions
- Regularly review and analyse team portfolio performance, providing detailed and consolidated reports to senior management, clients, and internal stakeholders
- Stay up-to-date on market developments, economic trends and regulatory changes, applying this knowledge to inform strategic decisions and guide the team
- Communicate effectively with clients, relationship managers and senior stakeholders to provide high-level guidance on investment or strategic matters
- Ensure team compliance with all relevant laws, regulations and Bank policies, promoting a culture of strict adherence to internal and external guidelines
- Collaborate closely with other departments, such as Risk Management, IT and Client Service, to ensure integrated and effective execution of the Bank's investment strategies
- Oversee the departmental budget, including resource allocation and cost control
YOUR PROFILE
- Proven leadership and team management experience, with a track record of successfully mentoring and developing investment professionals
- Extensive experience in successfully delivering pitches to ultra-high-net-worth individuals (UHNWIs)
- Extensive experience in investment management, portfolio management, or a related field, with a proven track record of achieving investment objectives and managing risk
- Excellent analytical and problem-solving skills, with the ability to interpret complex financial data and translate it into strategic actions
- Proven ability to thrive in a fast-paced, multisite and matrix organisation, effectively collaborating across locations and functions while prioritising multiple strategic and operational tasks to meet deadlines
- Strong communication and stakeholder management skills across a multilingual environment, demonstrating cultural agility and the ability to align diverse teams and interests towards common objectives
- Self-motivated and proactive, with a deep passion for financial markets and investments
- Strong sense of accountability, reliability, and a collaborative team attitude
- Flexible and adaptable, with excellent communication and interpersonal skills
- Master's degree in Finance, Economics, Business Administration, or a related field
- Relevant professional certifications, such as Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA), are highly advantageous
- Highly fluent in English; proficiency in additional languages, e.g. French, Spanish, Italian, Portuguese, Danish, German is advantageous.
We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site.
Is this not quite what you are looking for? Set up a job alert by creating a candidate account here.
