J

Julius Baer

Provides private banking services worldwide

Team Head Investment Management Multi-Asset Boutique

Full-TimeUpdated on 10/15/2026
No salary listed
Expert
Geneva, Switzerland
In Person
Finance & BankingAsset Management

About the job

Requirements
  • Leadership experience focused on continuously developing team members, improving their skills and performance, generating learning opportunities, and providing regular feedback.
  • Experience setting clear goals and priorities, actively supporting team members in achieving them, directing work, and distributing workload when needed.
  • A relevant track record covering major financial asset classes, including bonds, equities, currencies, alternative investments, commodities, and external funds.
  • Strong knowledge of investment products, markets, and regulations, including experience in portfolio management and asset allocation.
  • Client focus and the ability to build strong client relationships, provide service, and meet clients' investment needs.
  • Ability to foster a positive, inspiring, diverse, and inclusive work environment with equal opportunities.
  • Ability to work collaboratively across teams, units, and the bank, and to engage, partner, and communicate with governing bodies.
  • Ability to support innovation and drive change.
  • Strong organizational skills.
  • Ability to work in an agile manner and adapt to new situations.
Responsibilities
  • Manage a team of five Portfolio Managers, assume supervisory responsibilities, and manage risk as the first line of defense.
  • Develop and implement investment strategies aligned with client goals and risk tolerance.
  • Ensure continuity in daily portfolio management by providing appropriate backup during Portfolio Managers' absences.
  • Develop and maintain close cooperation with Relationship Managers to match recommendations and products to clients' and prospects' needs.
  • Support Relationship Managers in answering client inquiries about mandates and prospects and onboarding new mandates.
  • Monitor mandate performance and resolve issues related to managed-portfolio performance to mitigate risks arising from deviations from the Bank Investment Committee's strategic or tactical asset allocation.
  • Demonstrate a thorough understanding of the bank's investment strategy in service of clients.
  • Ensure delivery of required standard reporting and compliance with investment guidelines and restrictions.

About the company

J

Julius Baer

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Website

Julius Baer Group Ltd. is a Swiss private bank that serves high-net-worth individuals and families. It focuses on wealth management, investment advisory, discretionary mandates, financing, and related private banking services. Customers’ assets are managed through personalized investment strategies, custody, and tailored financial planning delivered by relationship managers and specialists."

Company Size

5,001-10,000

Company Stage

IPO

Headquarters

Switzerland

Founded

1890

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Simplify's Take

What believers are saying

  • H1 2026 net profit rose 32% to CHF 673 million on strong client activity.
  • Assets under management hit CHF 547 billion by June 2026, up 5% year-to-date.
  • September 2026 FINMA relief enabled a CHF 600 million buyback request.

What critics are saying

  • FINMA called Baer’s AML and risk failures serious on September 29, 2026.
  • The bank must keep CHF 250 million extra capital until incompatible clients are divested.
  • Repeated AML scandals trigger outflows and tighter licenses, breaking the private-banking model.

What makes Julius Baer unique

  • Zurich headquarters and Asia booking centers anchor Julius Baer’s cross-border private banking franchise.
  • Its 2026-2028 strategy builds nearshore operations in Spain and India for scale.
  • Long relationships with ultra-high-net-worth clients support fee income and sticky assets.

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Benefits

  • Flexible Work Hours

Company News

WealthBriefingAsia
Oct 14th, 2026
Nomura's International Wealth arm hires ex-julius Baer NRI head.

Nomura's International Wealth arm hires ex-julius Baer NRI head. Editorial Staff 14 October 2026 Vijay Solomon is joining the Japanese group's international wealth management business in Singapore as managing director, with a brief to build out Southeast Asia and Middle East coverage. The international wealth management arm of Nomura has appointed Vijay Solomon (pictured below) as managing director, based in Singapore, according to an internal memo seen by this news service. Vijay Solomon Solomon is joining from Julius Baer, where he was group head for global non-resident Indian and emerging markets. He reports to Brajesh Jha, group head of Southeast Asia and Middle East.at the Japan-headquartered group. "Solomon will focus on further developing our growing South East Asia and Middle East franchise as he builds his team of client coverage relationship managers," the memo said. He will work alongside the investment products and advisory solutions, lending and credit solutions, business management and corporate partner teams. Before Julius Baer, Solomon worked at Credit Suisse, Societe Generale, DBS Private Bank, ICICI Bank and GE Capital in Hong Kong, Singapore and India. His hire follows a series of senior appointments at the business this year. In September, this news service reported that Ray Sharma-Ong had joined Nomura International Wealth Management as managing director, chief investment officer and head of discretionary portfolio management, moving from Aberdeen Investments, where he was deputy global head of multi-asset bespoke solutions. In February, the unit appointed Etienne Broussaud, formerly of UBS, as managing director to lead its Southeast Asia and Middle East lending and credit solutions team. Nomura repositioned its wealth management business outside Japan as International Wealth Management in September 2020. Since then, it has focused on Greater China, South and Southeast Asia and the Middle East, booking clients from Singapore, Hong Kong and Dubai.

Zawya
Oct 12th, 2026
Julius Baer announces new leadership for Middle East & Africa: Jean Pierre Dib and Philipp Kleinschnittger named Co-Heads.

Julius Baer announces new leadership for Middle East & Africa: Jean Pierre Dib and Philipp Kleinschnittger named Co-Heads. Jean Pierre Dib and Philipp Kleinschnittger jointly assume leadership as Co-Heads Middle East & Africa, based in Dubai and Zurich respectively, effective 12 October 2026. Published 11 October 2026, 23:39 (GMT-7) Régis Burger, who has led the market as Head Middle East & Africa takes on a newly created role as Chief Operating Officer, Region Emerging Markets, while continuing as CEO and Senior Executive Officer (SEO) of Julius Baer (Middle East) Ltd. Dubai - Julius Baer is realigning leadership of its Middle East & Africa market, with Jean Pierre Dib and Philipp Kleinschnittger assuming the roles as Co-Heads Middle East & Africa, effective today. The Co-Heads will report to Rahul Malhotra, Head of Region Emerging Markets. Régis Burger, who has led the market as Head Middle East & Africa takes on the newly created role of Chief Operating Officer, Region Emerging Markets, while continuing as CEO and Senior Executive Officer (SEO) of Julius Baer (Middle East) Ltd., retaining the regulatory oversight of the DFSA-regulated entity. As the new Co-Heads Middle East & Africa, Jean Pierre Dib and Philipp Kleinschnittger are responsible for Julius Baer's client offering and strategic priorities across the region, bringing together the organisation's onshore presence in Dubai, Abu Dhabi, Manama, and Johannesburg with its offshore coverage out of Zurich, Geneva, and London. Their joint leadership draws on complementary experience and expertise while providing the strong oversight needed to support Julius Baer's growth ambitions in the region. Jean Pierre has more than 20 years of experience in senior private banking roles, most recently as Senior Client Partner for Julius Baer in Dubai. For over a decade, he has played a key role in the Bank's Middle East franchise, driving client acquisition and management across the GCC and wider region. Drawing on his deep regional expertise, he has established an extensive track record in advising UHNW individuals, entrepreneurs, and family offices. Philipp brings more than two decades of international banking experience. Since joining Julius Baer in 2016, he has held several senior leadership positions, including Head CEO Office Initiatives and Head of Business Technology Front, followed by Head Middle East & Africa Switzerland, UK & South Africa, and Chairman of Julius Baer South Africa (Pty) Ltd. In each of these roles, he has successfully led multi-jurisdictional teams to deliver strategic initiatives and business growth, based on the needs of our clients. Rahul Malhotra, Head of Region Emerging Markets, Julius Baer said: "Jean Pierre and Philipp bring the kind of long-standing, client-first leadership that has built our franchise in the Middle East. This highly-collaborative model reflects our commitment to supporting our clients across their wealth journeys. The Middle East continues to see significant wealth creation, particularly across the GCC, making it a highly strategic growth market for Julius Baer. I believe we are well positioned to expand further, and I am confident that Jean Pierre and Philipp will build on our momentum. I wish them both every success in their new roles." He continued: "I would also like to thank Régis for his leadership of the market as Head Middle East & Africa. He has made a considerable contribution to building our presence across Middle East & Africa, and I look forward to working closely with him as COO Region Emerging Markets." Julius Baer has been present in the Middle East since 2004, when it became the first wealth management firm to be established in the Dubai International Financial Centre, holding licence number 1. The Bank's Middle East & Africa franchise has grown steadily since, with the launch of Julius Baer (Abu Dhabi) Ltd. in December 2025, 50 years of presence in Bahrain marked in 2026, and an office in Johannesburg since 2018. Together with its offshore coverage from Zurich, Geneva, and London, this combined onshore and offshore model remains central to how Julius Baer serves its sophisticated clients across the region. Kiran Makhija, tel. +971 55 484 6297 Afreen Aslam, tel. +971 (0) 4 3770582 About Julius Baer Julius Baer is the leading Swiss wealth management group and a premium brand in this global sector, with a focus on servicing and advising sophisticated private clients. In all we do, we are inspired by our purpose: creating value beyond wealth. At the end of June 2026, assets under management amounted to CHF 547 billion. Bank Julius Baer & Co. Ltd., the renowned Swiss private bank with origins dating back to 1890, is the principal operating company of Julius Baer Group Ltd., whose shares are listed on the SIX Swiss Exchange (ticker symbol: BAER) and are included in the Swiss Leader Index (SLI), comprising the 30 largest and most liquid Swiss stocks. Julius Baer is present in around 25 countries and 60 locations. Headquartered in Zurich, we have offices in key locations including Abu Dhabi, Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, Lisbon, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo. Our client-centric approach, our objective advice based on the Julius Baer open product platform, our solid financial base, and our entrepreneurial management culture make us the international reference in wealth management. The press release is provided for informational purposes only. The content does not provide tax, legal or investment advice or opinion regarding the suitability, value or profitability of any particular security, portfolio or investment strategy. Neither this website nor our affiliates shall be liable for any errors or inaccuracies in the content, or for any actions taken by you in reliance thereon. You expressly agree that your use of the information within this article is at your sole risk. To the fullest extent permitted by applicable law, this website, its parent company, its subsidiaries, its affiliates and the respective shareholders, directors, officers, employees, agents, advertisers, content providers and licensors will not be liable (jointly or severally) to you for any direct, indirect, consequential, special, incidental, punitive or exemplary damages, including without limitation, lost profits, lost savings and lost revenues, whether in negligence, tort, contract or any other theory of liability, even if the parties have been advised of the possibility or could have foreseen any such damages. (C) ZAWYA 2026 Updated: 12 Oct, 01:45 Updated: 11 Oct, 22:28 Updated: 11 Oct, 22:10 Updated: 11 Oct, 01:14 08 Oct, 23:04 08 Oct, 22:19 Updated: 08 Oct, 02:37 08 Oct, 00:57 Updated: 07 Oct, 23:04 07 Oct, 21:44 Updated: 07 Oct, 21:46 Updated: 07 Oct, 01:48 07 Oct, 00:09 Updated: 07 Oct, 00:14 Updated: 06 Oct, 23:09 Updated: 06 Oct, 23:16 Updated: 06 Oct, 23:18 Updated: 06 Oct, 23:22 Updated: 06 Oct, 21:20 06 Oct, 05:51 Updated: 12 Oct, 01:45 Updated: 12 Oct, 01:42 11 Oct, 23:49 11 Oct, 23:34 11 Oct, 23:23 Updated: 11 Oct, 23:09 Updated: 11 Oct, 22:28 11 Oct, 19:48 Updated: 11 Oct, 01:14 09 Oct, 10:21

finews.com
Oct 6th, 2026
Julius Baer appoints former UBS top banker to the board.

Julius Baer appoints former UBS top banker to the board. Julius Baer wants to strengthen its board of directors with two experienced female bankers. Caroline Kuhnert, a long-standing UBS executive with extensive private banking experience, is set to join the board. The former HSBC and RBS head of human resources, Elaine Arden, is also being nominated. Tuesday, 6 October 2026 08:19 Press play to listen to this content The Julius Baer Group is nominating Caroline Kuhnert and Elaine Arden for election to the board of directors at the annual general meeting in April 2027, the Zurich-based private bank announced in a statement on Tuesday. With Kuhnert, Julius Baer is bringing additional experience in international wealth management and Swiss private banking onto the board. 20 years at UBS Kuhnert worked in wealth management at UBS for around 20 years and most recently served on the Global Wealth Management Executive Committee in Zurich. Over the course of her career, she was responsible for various businesses in Switzerland and internationally. These included Europe, Switzerland, Emerging Europe, the UK, the Middle East, Latin America and Asia. She also led the EMEA region's business with ultra-high-net-worth clients and global family offices. Other focus areas of her work included cross-border risk management and restructurings. The Austrian-born executive also holds Swiss citizenship and lives in Switzerland. Transformation at HSBC and RBS Arden, by contrast, brings above all experience in human resources, corporate culture and the transformation of large banks. Among other roles, she was Director of Group Human Resources at the Royal Bank of Scotland (RBS). There, she was involved in repositioning and downsizing an international banking group that at the time had around 120,000 employees in 30 countries. She later moved to HSBC, where she accompanied the group's organisational and strategic transformation with around 220,000 employees in 64 countries and led one of the bank's major global HR organisations. She retired last year. Board continues to be reshaped Board Chairman Noel Quinn had already announced in March that he would strengthen the board with additional expertise while also advancing diversity targets. Kuhnert is expected to contribute expertise in private banking and the Swiss market, while Arden will complement the board with her experience in large-scale transformations, compensation matters, and talent and succession planning. Julius Baer plans to announce the exact composition of the board and its committees after the planned elections in March 2027, together with the notice convening the annual general meeting.

Private Banker International
Sep 29th, 2026
Swiss probe into Julius Baer ends with findings of "serious" AML violations.

Swiss probe into Julius Baer ends with findings of "serious" AML violations. The regulator consolidated two proceedings, as both involved lapses in the bank's risk management as well as culture. Swiss financial watchdog FINMA has concluded an enforcement action against Julius Baer, determining the bank committed "serious" breaches of regulatory provisions concerning money-laundering prevention and risk governance. This marks FINMA's fifth enforcement action against the bank in under a decade. It saw the regulator consolidating two distinct proceedings, as both involved lapses in the bank's risk management as well as culture. The first inquiry examined eight private debt facilities granted to a European corporate group and its founder from September 2019, which grew to surpass SFr1bn ($1.19bn) during 2022 and 2023. Following earlier identified "weaknesses", FINMA determined that the institution was "not properly equipped for these loans" due to deficient internal rules, insufficient staff training, and absent control structures, even whilst staff and intermediaries collected millions in remuneration and commissions. The second case uncovered "serious breaches" of anti-money laundering duties, after the bank spent several years failing to verify asset origins for high-risk accounts connected to two Russian politically exposed persons (PEPs). To address the findings, the bank closed its private debt division, curtailed lending, restructured its pay schemes, as well as appointed new personnel to its board of directors and executive board. It also revised its risk criteria to offload non-compliant client assets over coming years. Under the ruling, the bank must provide progress reports on its compliance and risk culture to FINMA until 2032. A provisional ban on onboarding PEP clients from high-risk territories will be lifted incrementally as unsuitable assets are divested. Until that process finishes, Julius Bär must maintain SFr250m in supplemental capital, creating an effective minimum CET1 ratio of 9.4%, reduced from an earlier requirement of SFr500m. Julius Baer said it "acknowledges" the findings, noting remedial steps have been implemented "proactively" alongside FINMA whilst the firm proceeds with its 2026-2028 strategic targets and revised risk framework. Give your business an edge with its leading industry insights.

MENA Insights
Sep 29th, 2026
Julius Baer strengthens Middle East & Africa leadership in Dubai with the appointment of Roy Zaatar.

Julius Baer strengthens Middle East & Africa leadership in Dubai with the appointment of Roy Zaatar. Julius Baer (Middle East) Ltd. (JBME) has appointed Roy Zaatar as Managing Director Senior Advisor and Group Head, joining the leadership team of Middle East & Africa in Dubai as of 16 September 2026. In his role, he will be leading a group of relationship managers covering the region. He will report to Regis Burger, Head of Middle East & Africa at Julius Baer. Roy brings close to two decades of work experience and deep expertise in shaping high-performing teams, combining an entrepreneurial mindset with a strong appreciation for risk discipline. Roy spent the last 11 years with Barclays in the Dubai International Financial Centre (DIFC), where he most recently served as Team Leader and Market Head for Arab Diaspora & Global India. Earlier in his career, he also held positions at Credit Agricole (Suisse) SA. Regis Burger, Head of Middle East & Africa at Julius Baer said 'We are thrilled to welcome Roy to our leadership team in Dubai as we continue to grow and expand. Roy brings an exceptional, established client network across the Middle East, alongside deep market expertise and a proven strategic mindset that will be instrumental as we deepen our regional footprint and deliver the full breadth of our wealth management capabilities to clients.' JBME has been present in the DIFC since its inception, holding licence number 1 as the first firm to be authorised by the Dubai Financial Services Authority (DFSA). Over more than two decades, Julius Baer in Dubai has grown into one of the largest and most established international wealth managers in the DIFC, serving ultra-high net worth and high net worth clients across the region. Roy's appointment builds on that long-standing presence and reflects the organisation's continued investment in its Middle East & Africa leadership.