Investment Advisor – Focus on Polish Clients, Zürich based, 100% (f/m/d)

• Originate and deliver tailored investment proposals, incorporating comprehensive portfolio analysis and customised asset allocation strategies aligned with clients' financial goals, risk tolerance, and long-term objectives
• Conduct in-depth portfolio performance reviews and produce analytical reports that inform strategic decisions, strengthen client dialogues, and demonstrate expertise and transparency
• Proactively research, develop, and evaluate innovative investment solutions and portfolio construction methodologies by integrating macroeconomic trends, geopolitical developments, and evolving market dynamics, all within defined risk parameters
• Contribute to idea generation, thematic research, and regional investment recommendations particularly relevant to the Polish clientele

• Serve as a trusted investments advisor for Polish-speaking clients, providing holistic advice across all major asset classes, including equities, fixed income, alternatives, and multi-asset solutions
• Play a pivotal role in client and prospect engagements, designing and delivering high-impact, insight-driven presentations featuring market commentary, thematic ideas, and targeted opportunity assessments tailored to individual client profiles
• Collaborate closely with Relationship Managers (RMs) to co-develop bespoke investment strategies that reflect each client’s financial aims, risk appetite, and cultural background
• Jointly lead client meetings and advisory sessions, both in Zurich and internationally, ensuring consistent delivery of premium advisory services

• Take full responsibility for the end-to-end processing of trade transactions, including initiation, validation, coordination with middle/back office, and post-trade confirmation
• Ensure accurate and timely execution of buy/sell orders across multiple asset classes, in compliance with internal trading protocols, settlement timelines, and regulatory requirements
• Monitor trade lifecycles proactively, resolving discrepancies swiftly and maintaining close coordination with custody, operations, and compliance units when necessary

• Provide high-caliber operational and administrative support, ensuring seamless execution across client servicing workflows
• Uphold strict adherence to internal governance standards, documentation requirements, and regulatory obligations (including MiFID II appropriateness assessments and suitability checks)
• Maintain meticulous records of client interactions, investment rationales, and transaction histories in accordance with audit and compliance frameworks

• Stay continuously updated on global market developments, emerging investment themes, product innovations, and relevant regulatory changes affecting cross-border wealth management
• Leverage insights from global research and internal experts to enrich client conversations and ensure recommendations remain forward-looking and well-informed

• Master’s degree in Banking, Finance, Business Administration, Economics, or a related discipline
• CWMA Holder preferred
• Native-level proficiency in Polish and full professional fluency in English is essential
• Deep understanding of Polish business culture and society, ideally supported by prior experience covering Polish clients or markets
• 3–7 years of relevant professional experience in private banking, investment advisory, or a similar financial services environment
• Entrepreneurial mindset, proactive, self-driven, and able to act independently
• Strong analytical and conceptual skills, with the ability to interpret complex financial information efficiently
• Excellent communication, interpersonal, and presentation abilities
• Client-focused approach with a commitment to delivering high-quality service
• Methodical, detail-oriented, and resilient under pressure, capable of meeting tight deadlines without compromising precision
• For this role, permanently based in Zürich (CH), eligibility to work in the country of application and to travel within Switzerland

Julius Baer