Senior Investment & Portfolio Advisor in Zürich

veröffentlicht
Kontakt
Spencer Hamilton, Geneva Professionals Banking Finance & Accounting
Jobtyp
Festanstellung
jetzt bewerben

job details

veröffentlicht
Ort
Zürich
Sektor
Bank
Jobtyp
Festanstellung
Referenznummer
10218
Kontakt
Spencer Hamilton, Geneva Professionals Banking Finance & Accounting
Telefon
058 201 54 20
jetzt bewerben

Stellenbeschreibung

Senior Investment Advisor

Zurich

 

Our client, one of the world’s most prestigious banks, is currently seeking a Senior Investment Advisor to join its expanding Investment advisory team in Zurich.

 

In this role you will be responsible for:

 

The management of client relationships in an advisory capacity

The preparation of regular portfolio reviews

Day to day support to the front office representatives

The generation of new ideas and proposals across Asset classes

Liaison with internal & external stakeholders in order to increase the advisory capacity of the bank

 

In order to be considered for this position it is essential that you possess:

 

A minimum of 5 years experience in either, advisory, portfolio management or research, within a multi-asset context

A relevant university degree (Additional qualifications such as CFA or CEFA are desirable)

Strong experience in interacting with private clients

A fluency in English & German - additional language skills are a definite plus

 

If you are an investment professional with multi-asset investment knowledge this role represents a significant opportunity for your professional growth.