Head of CIO Office IM Western Europe

About the role

Julius Baer is looking for a Head of CIO Office IM Western Europe to lead and supervise a team of Portfolio Managers who manage and monitor investment portfolios. This is a Key Risk-Taker (KRT) function. The role also strengthens the Bank's market presence through public speaking and client engagement, and drives asset growth and profitability.

Key responsibilities

• Lead and mentor a team of Portfolio Managers, foster a high-performance culture and oversee the execution of investment strategies
• Handle general team management and HR topics, including workload distribution, recruitment, performance evaluations and professional development
• Represent the Bank at public speaking engagements and industry events in Luxembourg, strengthening its market presence
• Drive asset growth and profitability through pitching efforts with a strong commercial focus, while maintaining exceptional client service
• Oversee investment strategy implementation and asset allocation aligned with clients' objectives, risk tolerance, time horizon and market conditions
• Review and analyse portfolio performance regularly and report to senior management, clients and internal stakeholders
• Keep up to date on market developments, economic trends and regulatory changes and use them to guide the team
• Provide high-level guidance to clients, relationship managers and senior stakeholders and ensure team compliance with laws, regulations and Bank policies
• Collaborate with Risk Management, IT and Client Service, and oversee the departmental budget, including resource allocation and cost control

Required profile

• Proven leadership and team management experience, with a track record of mentoring investment professionals
• Extensive experience delivering pitches to ultra-high-net-worth individuals (UHNWIs)
• Extensive experience in investment management, portfolio management or a related field, with a record of achieving investment objectives and managing risk
• Master's degree in Finance, Economics, Business Administration or a related field
• Fluent English; additional languages such as French, Spanish, Italian, Portuguese, Danish or German are advantageous

Required skills

• Analytical and problem-solving skills, able to interpret complex financial data
• Ability to work in a fast-paced, multisite, matrix organisation
• Communication and stakeholder management in a multilingual environment
• Professional certifications such as CFA or CAIA are highly advantageous