Investment Advisor (Zurich)

  • Experience level : Intermediate
  • Activity : Wealth Management
  • Office : Zurich

Based in Zurich, you are the investment face of the Swiss team regarding advisory mandates and will be able to promote our discretionary portfolio management capabilities. You will interact directly with clients of different sizes and complexity levels, or through their respective relationship managers. As such you will promote investment ideas and act as a partner for the Regional Head and Relationship Managers based on the client needs and our wealth management product offering, and are a key link to build investment solutions based on matching client needs. Overall you actively support the RMs in client acquisition and development.

Your missions
  • You provide personalised investment advice within the client risk profile framework, be it on their tactical asset allocation or bottom-up approach.    
  • Provide support to the RMs effort to grow their book and convert execution only to advisory or discretionary mandates.
  • Act as partner for the Regional Head in the tracking of Advisory ideas and their penetration in the clients portfolios, gathering needs from bankers and coming with proposals to address our RMs and clients needs ;
  • Contribute to generating investment ideas leveraging on the various internal specialists in all asset classes: equities, fixed income, FX/metals, derivatives, private markets, etc. You participate in the investment committee and actively contribute in the feedback loop with our research team, in order to have investment ideas matching client needs.
  • Be the investment reference for the Swiss team, you are able to promote the house view, recommended investment solutions, and coach the RMs in solving complex investment challenges
  • You are an investor yourself, passionate about markets and investments, can translate complex macro and micro topics in a comprehensible manner and adapt to various types of private clients, with different levels of expertise, gaining their trust by acting as a true partner for them.
Your profile

Education: Master in Finance or equivalent

Professional Experience required: Min 7 years in a similar role

Soft skills:

  • Team work oriented
  • Able to clearly articulate and pitch technical aspects of asset class
  • Excellent listening and selling skills, adaptability to client needs
  • Capability to take timely and well-reasoned investment decisions (analyse issues and balance fact-based analysis with intuition, information and experience)
  • Strong and demonstrable client focus mindset
  • Must possess a high standard of professionalism and integrity
  • Pragmatic, result-oriented
  • Able to work under pressure and in a fast-moving, changing environment.
  • High attention to details, analytical, intellectually curious and proactive
  • Creative and entrepreneurial mindset, as well as team player
  • Client oriented with strong involvement and initiative.

Technical skills: Excellent financial market knowledge (macro, asset classes and instruments).

Languages: Fluency in German and English, French is a plus, written and oral

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