Investment Advisor page is loaded## Investment Advisorlocations: Dublintime type: Full timeposted on: Posted Todayjob requisition id: r-17947At 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.We are looking for an Investment Advisor to join the growing team in our Dublin office, responsible for developing investment proposals and providing after-sales support, for both Discretionary and Advisory clients. The primary role of the Investment Advisor is to act as the main point of contact for clients, relationship managers and branch management for all investment-related topics. You will act as IWMS’ ambassador inside and outside the Bank, as a primary contact for Relationship Managers (RMs) and as Subject Matters Expert (SME) for matters related to Discretionary solutions ad selected advisory mandates. You will support RMs in prospecting new clients, managing existing client portfolios and ensuring retention, by providing holistic investment and portfolio advice across all asset classes. Furthermore, you will also be participating in prospect and client meetings, guiding RMs through the bank’s investment strategy and product offering as well as hosting regular desk meetings.## **YOUR CHALLENGE*** Act as representative and ambassador of Julius Baer and IWMS internally and externally* Liaise with technical specialists within the Bank in preparing and delivering investment proposals* Act as an unbiased and holistic business enabler for client solutions including cross-selling activities (Advisory and Discretionary mandated solutions, Wealth & Tax Planning etc.)* Ensure client service and one-voice message on investment related topic* Ensure the sales and maintenance of Core-Satellite selected solutions* Acquisition: Prospect pitches for discretionary and advisory solutions* Manage your own client portfolios by monitoring and analysing portfolios* Provide proactive high-quality tailor-made and regulatory compliant investment advice to sophisticated and active private clients, including conducting portfolio proposals / reviews, creating sophisticated, tailor-made proposals and presenting the results to clients / prospects, by always considering client suitability, risk appetite, life-cycle-related needs and investment objectives* Assist RMs with market and investment product related matters* Support RMs with client interactions, both prospects as well as existing clients (i.e. join prospect/client meetings).* Support sales and after-sales for standard DM solutions* Support internal and external events, notably + Lead / run sales and desk meetings, by providing updates on markets, sharing Julius Baer convictions on products and delivering tailored content and on demand presentations. + Presenting at internal and external events## **YOUR PROFILE*** 3+ years of relevant professional experience* Familiarity with multi-asset investing and institutional investment strategies.* Demonstrable interest and understanding of financial markets and the main asset classes.* High level of competence in Microsoft Office products (particularly Excel, Outlook, Word, PowerPoint).* Knowledge of UCITS, MiFID II or SFDR regulatory requirements beneficial.* CFA qualification, or working towards, would be beneficial* Bachelor’s/Master’s degree in Economics/Finance/Mathematics or related discipline* Ability to prioritise own workload, exhibiting excellent organisational skills and attention to detail.* Familiarity with financial information tools (eg. Bloomberg).We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our .**job alert** by creating a candidate account .()(blob:https://juliusbaer.wd3.myworkdayjobs.com/83d8f6ef-a5fe-48e9-963f-e78b5a495c1e)0:00 / 2:50**The** **international reference in wealth management**Julius Baer is the leading Swiss wealth management group. We focus on servicing and advising sophisticated private clients from around the world, taking into account what truly matters to them – in their business and personal life, today and for future generations.Headquartered in Zurich, we are present in around 60 locations worldwide, including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo.At Julius Baer our employees enjoy the benefits of a global company with the support and collegiality of a much smaller one. We are growing quickly, but we remain dedicated to maintaining our accessible structure with flat hierarchies, and approachable and supportive leaders.With offices around the world, we offer an international and stimulating work environment and the opportunity to work with a diverse team of highly motivated colleagues, bringing the best of the bank to our clients. Our core values of Care, Passion, and Excellence define the tone of how we interact with each other and our partners. **Committed to your success**Whether nurturing young talent with our renowned apprentice scheme, enabling ambitious university graduates to put theory into practice with our Graduate Programme, or providing first-class opportunities for experienced professionals, we look after our employees. We believe in continuous learning as a company and as individuals, which is why we put a focus on the health and well-being of our employees and offer flexible working options, a wide array of benefits, and extensive career development programmes.For more information visit or contact us via the .For recruiting agents, please see the additional information .
#J-18808-Ljbffr