Job Title

University Graduate Investment & Wealth Management Solutions / Portfolio Specialist 100% (f/m/d) 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. Lets shape the future of wealth management together. Kick-start your career with Julius Baers Graduate Programme in October 2025. Are you about to complete your masters degree or have recently graduated? Are you ready to embark on a journey that combines passion for wealth management, ambition, and excellence? Our Focus-Track Graduate Programme is an 18-month journey designed to unleash your full potential, offering three rotations, including an international assignment. This unique opportunity will immerse you in Julius Baers global network, provide hands-on experience, and lay the foundation for a thriving career in wealth management. Your team: Join the Investment & Wealth Management Solutions division and become part of the Portfolio Reviews team. During your journey, you will gain experience in the financial markets, different types of asset classes and investment products, and learn about portfolio construction. This knowledge will enable you to prepare tailor-made investment proposals for advisory clients based on our house view and client requirements. What you get An individualized career path with opportunities to become an expert in a chosen field Dynamic insights by rotating through different teams and international experience A steep learning curve, driven by demanding and fast-paced rotation tracks Opportunities to be impactful and make a difference Strong community and regular individual touchpoints with experienced professionals YOUR CHALLENGE Following closely developments in the financial markets, our Julius Baer House View and investment recommendations to understand how they affect the clients advisory portfolios Elaborating tailor-made, cross-asset class investment proposals in a portfolio context to align the portfolios top down and bottom up Provide compelling investment rationales, including key highlights and supporting commentaries for our recommendation. Deepening your product know-how during the international assignment and the last rotation with the Investment Specialist team YOUR PROFILE Masters degree from a university or university of applied sciences with above-average grades in business administration or economics (graduation max. 12 months ago) Passion for financial markets with initial practical experience in the financial industry and expertise in banking products and financial markets Strong analytical skills and detail-oriented to ensure high-quality delivery Independent, resilient, and team-oriented personality Very good communication and presentation skills, confident appearance A global mindset, excellent interpersonal skills, and a strong appetite for learning Fluency in English and German, with additional languages being a plus Eligibility to work in the country where you apply for the position We review applications on a rolling basis. Thank you for applying early and for your patience during the review process. We are looking forward to receiving your full job application through our online application tool. #J-18808-Ljbffr