Team Head Emerging Markets Investment Advisory
juliusbaer · Zurich
Description du poste
About the role
Lead a high‑performing team of investment advisors focused on high‑net‑worth clients from Emerging Markets while acting as the primary strategic partner for Relationship Managers. Based at the global headquarters in Zürich, you will combine hands‑on client advisory with team leadership.
Key responsibilities
- Lead, mentor and develop a team of investment advisors, set performance targets and collaborate on recruitment and succession planning.
- Serve as lead advisor for top‑tier Emerging Market clients, creating culturally attuned investment strategies and conducting portfolio diagnostics.
- Represent the team in client meetings, co‑lead discussions with Relationship Managers and travel regularly to key regional hubs.
- Provide regional market commentary, work with Research and product teams, and contribute to firm‑wide client journey initiatives.
- Oversee trade execution, ensure compliance with MiFID II, and implement robust governance and operational procedures.
Required profile
- University degree in Finance, Economics, Business Administration or related field; CFA and/or CAIA highly valued.
- Minimum 12 years of private banking or wealth‑management experience, with proven leadership of investment advisory teams.
- Deep cultural understanding of MENA, APAC and Southern Europe wealth centres and fluency in English plus an additional language (e.g., Chinese, Greek, Arabic) preferred.
- Strong knowledge of all major asset classes, taxation, estate planning and AML regulations.
Required skills
- Proficiency with Bloomberg.
- Advanced use of Microsoft Office Suite.
Questions fréquentes
Pourquoi signalez-vous cette offre ?
Aller plus loin
Salaires, guides et recherches en Suisse.
Salaires par métier
Postulez en 30 secondes
Entrez votre email pour postuler. Un compte sera cree automatiquement.
En continuant, vous acceptez nos conditions d'utilisation.
Deja un compte ? Connexion
Une question sur cette offre ?
Posez-la ici : vous recevrez le récapitulatif de l'offre par e-mail, tout de suite.
Publie il y a 1 jour
Expire dans 1 mois
1 vues · 0 interesses
Boostez vos chances
Importez votre CV : nous vous proposons les offres qui matchent votre profil.
Analyse de votre CV en cours...
juliusbaer
Zurich
Offres similaires
-
Senior Lead - Footwear Costing
On Zurich -
Experte/in Konzern-Controlling 80‑100 %
Finanzdirektion Kanton Zürich Zurich -
Investment Banking Analyst/Associate – Global Advisory (Zurich)
Rothschild & Co Zurich -
Assistant Controller
Quantic Electronics Fully -
Head of Accounting (m/w) 80-100%
yellowshark® AG Bâle-Campagne