Julius Baer

Investment Advisor

Manama

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hirly's read of this role

Seniority: Mid level
Country: BH
Work mode: On-site / unstated
First seen by hirly: 25 Sept 2026

Derived automatically from the posting. Upload your resume above to see how the role scores against it.

the posting

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.

Responsible for providing tailored investment advice and solutions to clients, supporting them in achieving their financial goals through portfolio management, market insights, and strategic recommendations.

YOUR CHALLENGE

Advise clients on investment opportunities aligned with their financial objectives and risk profile
Develop and maintain strong client relationships through regular communication and portfolio reviews
Monitor market trends and economic developments to identify suitable investment ideas
Construct and adjust investment portfolios based on client needs and market conditions
Ensure compliance with regulatory requirements and internal policies in all advisory activities
Collaborate with relationship managers and product specialists to deliver holistic wealth management solutions

YOUR PROFILE

Demonstrate a client-focused mindset with a proactive and solution-oriented approach
Strong analytical skills and ability to interpret market trends, financial data and technological developments
In-depth knowledge of investment products, portfolio construction, and risk management
Proven experience in investment advisory or wealth management within a private banking environment
Bachelor’s degree in finance, economics, or a related field

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

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Original posting on Julius Baer's site ↗

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