At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.

The Portfolio Reviews Specialist Team is responsible for providing scalable support to improve portfolio advisory quality and support recurring revenues. He or she will be responsible for (i) providing inputs from an asset allocation perspective, (ii) review individual positions to identify risks and opportunities reflecting the view of the Global Asset Class Specialists, leveraging the value chain, (iii) help scale portfolio action based on Global Asset Class Specialists’ recommendations, and (iv) provide a more standardized advisory experience for Product & Securities Recommendation (PSR) and Advice Premium clients, and help retain and grow their assets with the Bank.

YOUR CHALLENGE

People Management

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