Mandate 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.

The role requires managing the investment-related daily business together with the Relationship Managers (RMs), Investment Advisors (IAs) and Portfolio Managers (PMs). You will act as IWMS’ ambassador inside and outside the Bank, as a primary contact for RMs and as Subject Matters Expert (SME) for topics related to Discretionary solutions and selected Advisory Mandates. You will be supporting RMs in prospecting new clients, managing existing client portfolios and ensuring retention, by providing holistic investment and portfolio advice across all asset classes. Furthermore, you will also be participating in prospect and client meetings, guiding RMs through the bank’s investment strategy and product offering as well as hosting regular desk meetings.

**YOUR CHALLENGE**:

- Act as representative and ambassador of Julius Baer and IWMS internally and externally
- Act as “One-Stop-Shop” for the IWMS investment value chain
- Proactively make prospect pitches for discretionary and advisory solutions
- Manage sales and after-sales for standard DM solutions
- Serve as 1st point contact for the Portfolio Management team
- Ensure the sales and maintenance of Core-Satellite selected solutions
- Support RMs in the book transformation, by improving profitability and increasing the share-of-wallet
- Provide investment-related services for high-volume or highly profitable advisory mandates, including conducting portfolio proposals / reviews, creating sophisticated, tailor-made proposals and presenting the results to clients / prospects, by always considering client suitability, risk appetite, life-cycle-related needs and investment objectives
- Be a sparring partner to RMs in market and investment product related matters
- Act as an unbiased and holistic business enabler for client solutions, including cross-selling activities (Advisory and Discretionary Mandates, Funds, Structured Products, Credits, Global Custody, Wealth & Tax Planning etc.)
- Support sales and after-sales activities with prospects as well as with existing clients (i.e. join prospect/client meetings)
- Support internal and external events, notably
- Lead / run sales and desk meetings, by providing updates on markets, sharing Julius Baer convictions on products and delivering tailored content (fitting the desk’s regional preference) and on demand presentations
- Presenting at internal and external events

**YOUR PROFILE**:

- Extensive (3-5+ years) professional experience in banking and finance, preferably in Investment Advisory, Discretionary Portfolio Management or Asset Management
- University Degree or Apprenticeship/High School Diploma, preferably in Economics or Finance
- Further education in financial markets (CFA, ESG etc.) is an asset
- Genuine passion for financial markets
- Pronounced knowledge in all asset classes and financial products (funds, structured products, etc.) in a portfolio context
- Profound knowledge in all applicable regulatory requirements / regimes - (i.e. MiFID II, FIDLEG)
- Previous experience managing Middle East and Latam clients would be an asset
- Successful networker both within and outside the Bank
- Entrepreneurial mindset
- Outstanding interpersonal and communication skills
- Creative and outgoing personality
- Languages: English and French mandatory (excellent written and oral skills) and Spanish would be an asset
- Financial information tools (profound knowledge e.g. Reuters/Eikon, Bloomberg)

Contact:
Stéphanie Bachofner

HR Consultant

+41.58.88.53483