Senior UHNW Portfolio Architect | Investment Partner
Job in
Zürich, 8058, Zurich, Kanton Zürich, Switzerland
Listed on 2026-03-10
Listing for:
Julius Baer
Full Time
position Listed on 2026-03-10
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A leading financial services firm in Zurich seeks an experienced professional to join their Outsourced CIO Team. This role focuses on providing tailored investment solutions for High-Net-Worth and Ultra-High-Net-Worth clients. Candidates must possess a strong background in portfolio management, a bachelor's degree in a relevant field, and ideally hold a CFA or similar certification. A proven track record in client relations and understanding UHNW client needs is essential.
Fluency in German and English is required, alongside excellent interpersonal skills.
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Position Requirements
10+ Years
work experience
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