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Jobs or company...

University Graduate - Investment Management Specialist 100% (f/m/d)

Salary undisclosed
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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.

Kick-start your career with Julius Baer’s Graduate Programme in October 2025

Are you about to complete your studies 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 Baer’s global network, provide hands-on experience, and lay the foundation for a thriving career in wealth management.

Your team
Join the Investment Wealth Management Services (“IWMS”) division and become part of the Asia Investment Management (“AIM”) Team. During your journey, you will gain hands-on experience and insight into the holistic portfolio management and Discretionary Portfolio Management (“DPM”) sales process, designed to provide the candidate with a comprehensive understanding of the entire investment management and sales process from start to finish.

Rotations include:
-Asia Investment Management Team in Singapore
-CIO Office in Zurich
-Asia Investment Management Team in Singapore

What you get
-An individualised 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

Start date: 1 October 2025

Curious to learn more about our Graduate Programme?
Visit our careers website: https://www.juliusbaer.com/en/careers/graduates/

YOUR CHALLENGE

Investment Management Specialist is a role that demands versality, quick learning and independence under minimal supervision. Challenges will include:

  • Fast-paced environment: Staying on top of the market trends, regulatory changes and clients’ needs. The candidate would need to quickly absorb new information and adapt to market shifts, often with little time for extensive analysis

  • Constant learning: As the Investment Management process involves a broad spectrum of financial products and services, the candidate is expected to stay informed about new investment products, financial planning techniques and the latest tools and technologies used in the industry. This requires a continuous learning mindset and the ability to apply knowledge effectively under pressure

  • Independence with limited supervision: This can lead to challenges in managing complex tasks and making high-stakes decision alone, which requires a strong sense of responsibility and self-motivation.

  • Adaptability to varied roles: The versatile nature of the role may mean shifting between multiple functions, such as Client-facing tasks, portfolio management and trade implementation. The candidate must be able to switch between these tasks quickly and efficiently.

YOUR PROFILE

  • Bachelor's or Master's degree from a university or university of applied sciences with above-average grades in Banking & Finance, Accounting, Economics, Business Administration or related field is desired (graduation max. 12 months ago)

  • Initial practical experience in Banking and Finance sector, proficiency in excel for data analysis, financial modeling and projections, familiarity with financial software like Bloomberg are preferred

  • Passion for wealth management and a desire to create value beyond wealth

  • A global mindset, excellent interpersonal skills, and a strong appetite for learning

  • Business Mandarin would be an advantage to support Mandarin-speaking clients

  • Strong commercial judgement, business acumen and broad understanding of the financial market and products

  • Eligible for employment authorization in Singapore

Applications are reviewed on a rolling basis. We appreciate your early application and thank you for your patience during our review process.

We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our .

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