Mandate Specialist

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, entrepreneurial, empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.

As a Mandate Specialist for Discretionary Solutions, you will play a pivotal role in shaping and driving the bank’s discretionary mandate business. You will act as a trusted expert to Relationship Managers, clients, and internal stakeholders, ensuring our discretionary offering is positioned effectively across markets and client segments. In this highly client‑focused and commercially oriented role, you will serve as the key interface between Investment Management and the Front, ensuring seamless coordination from initial mandate promotion to ongoing servicing. You will support the acquisition of new clients, strengthen the bank’s value proposition, and contribute directly to revenue growth through your ability to communicate investment convictions, articul...