Head of CIO Office IM Western Europe

Julius Baer is hiring a Head of CIO Office IM Western Europe. Level rates it ; you can apply on Julius Baer.

Level's read on this job

Little AI ●○○○ is how Level rates this role: aI is not part of the work.
Level classifies it as an executive role.
Level lists 190 other open roles at Julius Baer.
The role was posted within the past two weeks.

AI in this role

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.

You will be responsible for leading and supervising a team of Portfolio Managers, overseeing the management and monitoring of investment portfolios.
The role is considered as a Key Risk-Taker (KRT) function.
You will enhance the Bank's market presence through public speaking engagements and by strengthening visibility in the market.
Working closely with clients and stakeholders, you will provide expert guidance to meet investment objectives and ensure strict compliance with regulations and Bank policies.

YOUR CHALLENGE

Lead and mentor a team of Portfolio Managers, fostering a high-performance culture and ensuring the seamless execution of investment strategies across the desk
Take responsibility for general team management and human resources topics, including workload distribution, recruitment, performance evaluations and professional development
Represent the Bank through public speaking engagements and industry events in Luxembourg, strengthening its market presence and reinforcing its visibility among clients, prospects and key stakeholders
Drive asset growth and enhance profitability by leading pitching efforts, applying a strong commercial focus, while maintaining exceptional client service
Oversee the implementation of investment strategies, ensuring optimal asset allocation that aligns with clients' investment objectives, risk tolerance, time horizon and market conditions
Regularly review and analyse team portfolio performance, providing detailed and consolidated reports to senior management, clients, and internal stakeholders
Stay up-to-date on market developments, economic trends and regulatory changes, applying this knowledge to inform strategic decisions and guide the team
Communicate effectively with clients, relationship managers and senior stakeholders to provide high-level guidance on investment or strategic matters
Ensure team compliance with all relevant laws, regulations and Bank policies, promoting a culture of strict adherence to internal and external guidelines
Collaborate closely with other departments, such as Risk Management, IT and Client Service, to ensure integrated and effective execution of the Bank's investment strategies
Oversee the departmental budget, including resource allocation and cost control

YOUR PROFILE

Proven leadership and team management experience, with a track record of successfully mentoring and developing investment professionals
Extensive experience in successfully delivering pitches to ultra-high-net-worth individuals (UHNWIs)
Extensive experience in investment management, portfolio management, or a related field, with a proven track record of achieving investment objectives and managing risk
Excellent analytical and problem-solving skills, with the ability to interpret complex financial data and translate it into strategic actions
Proven ability to thrive in a fast-paced, multisite and matrix organisation, effectively collaborating across locations and functions while prioritising multiple strategic and operational tasks to meet deadlines
Strong communication and stakeholder management skills across a multilingual environment, demonstrating cultural agility and the ability to align diverse teams and interests towards common objectives
Self-motivated and proactive, with a deep passion for financial markets and investments
Strong sense of accountability, reliability, and a collaborative team attitude
Flexible and adaptable, with excellent communication and interpersonal skills
Master's degree in Finance, Economics, Business Administration, or a related field
Relevant professional certifications, such as Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA), are highly advantageous
Highly fluent in English; proficiency in additional languages, e.g. French, Spanish, Italian, Portuguese, Danish, German is advantageous.

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How we rate this

Head of CIO Office IM Western Europe at Julius Baer rates 37 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.

Classification

Little AI. AI is not part of the work.

●●●● Builds AI80 to 100
●●●○ Works on AI60 to 79
●●○○ Uses AI40 to 59
●○○○ Little AI0 to 39

Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.