Junior Portfolio Manager 100% (f/m/d)
Julius Baer(1 month ago)
About this role
A Junior Portfolio Manager at Julius Baer is an entry-level role within the Portfolio Manager Spain team focused on supporting the firm’s wealth management activities for Spanish clients. The role participates in portfolio oversight, client reporting, and preparation of investment proposals while developing toward independent client relationship management. It offers on-the-job growth within the investment team toward more senior portfolio management responsibilities.
Required Skills
- Trading Execution
- Cash Management
- Currency Management
- Client Relations
- Performance Reporting
- Investment Proposals
- Presentations
- Analytical Skills
- Communication
- Process Improvement
Qualifications
- Degree from University/University of Applied Sciences
- Master's in Finance (preferred)
- CFA Level I (preferred)
- CAIA Level I (preferred)
- Fluent English
- Fluent Spanish
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