Investment Advisor
Julius Baer(18 days ago)
About this role
The Investment Advisor at Julius Baer offers tailored investment advice and solutions to clients, focusing on portfolio management, market insights, and strategic recommendations to help clients achieve their financial goals. The role involves collaboration within the team and across the bank to support asset growth and ensure compliance with regulations.
Required Skills
- PortfolioManagement
- MarketInsights
- AssetAllocation
- FinancialProducts
- ClientRelations
- RiskManagement
- InvestmentStrategies
- FinancialAnalysis
- RegulatoryCompliance
- CrossBorderRules
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