Investment Specialist - Funds
Julius Baer(19 days ago)
About this role
The Investment Specialist - Funds at Julius Baer is a client-facing role focused on providing investment advice, product support, and promoting investment funds to enhance client portfolios. The role involves collaborating with relationship managers and investment advisors, managing client relationships, and supporting sales and marketing initiatives in wealth management.
Required Skills
- investment Advice
- Fund Products
- Client Management
- Market Analysis
- Portfolio Management
- Financial Markets
- Investment Strategies
- Research
- Presentation Skills
- Regulatory Knowledge
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