University Graduate – Portfolio Specialist 100% (f/m/d)

Julius Baer Group · Zurich

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Company
Julius Baer Group
Location
Zurich
Posted
September 10, 2026

About this job

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: • Providing inputs from an asset allocation perspective • Reviewing individual positions to identify risks and opportunities reflecting the view of the Global Asset Class Specialists, leveraging the value chain • Helping scale portfolio action based on Global Asset Class Specialists’ recommendations • Providing a more standardised advisory experience for Advice Premium clients, and helping retain and grow their assets with the Bank What’s in it for you?…

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