Investment Advisor
Julius Baer
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.
Skills
About Julius Baer
juliusbaer.comN/A
Recent company news
ReutersJulius Baer faces credit losses from insolvent Degag Group, report says
Oct 13, 2025
Bloomberg.comJulius Baer Was Key Lender to Collapsed German Firm Degag: HB
Oct 11, 2025
Yahoo FinanceJulius Baer Group Announces Changes to the Board of Directors
1 month ago
Funds SocietyThe Ten Months in Which Julius Baer Became “Stronger and Simpler” and Focused on the Future
Nov 26, 2025
WSJSwitzerland’s Julius Baer Draws Line Under Credit Review With New Charge
Nov 24, 2025
About Julius Baer
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Julius Baer.
Salary
$0
per year