Julius Baer
The Product Specialist role at Julius Baer focuses on supporting Relationship Managers in serving Advice Premium clients with assets under management between CHF 3 million and CHF 10 million. The position involves conducting portfolio reviews, communicating investment strategies, and collaborating with competence centers to enhance service activity and revenue. This role serves as a key interface between Relationship Managers and the Investment Wealth Management Services team.
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.
The Ten Months in Which Julius Baer Became “Stronger and Simpler” and Focused on the Future
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