Julius Baer
This role provides tailored investment advice and solutions to clients, supporting them in achieving their financial goals through portfolio management, market insights, and strategic recommendations. The position involves developing strong client relationships, monitoring market trends, and constructing investment portfolios aligned with client needs and risk profiles. It requires ensuring compliance with regulatory requirements while collaborating with relationship managers to deliver holistic wealth management solutions.
Headquarters
Zürich, Zurich, Switzerland
Company Size
5001-10000 employees
Founded
1890
N/A
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
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
View leadership team, funding history,
and employee contacts for Julius Baer.
Julius Baer didn’t post a salary, so this is our estimate from similar listings.
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