Senior Investment Consultant (Ref. 1386)

Job content

The Investment Consulting team provides investment advisory, asset allocation expertise and portfolio analysis services to sophisticated Private Banking clients and Client Relationship Managers globally. We are looking for a dynamic professional with a strong background in cross-asset investment advisory & sales to take on a senior role in the Investment Consulting team in Zurich. We place strong emphasis on teamwork and a proactive & client-oriented approach.
Responsibilities

• Provide high quality tailor-made investment advice to Family Offices, UHNWI clients and sophisticated Private Banking customers across different regions
• Construct and monitor investment portfolios, advising clients on their asset allocation, strategic & tactical investments across all asset classes
• Follow and analyse financial markets to monitor and develop client’s investment strategies
• Daily client interaction by phone, e-mail and physical meetings
• Develop and initiate investment ideas in collaboration with the global Investment Consulting team
• Actively engage with Private Banking teams to further develop and grow the Investment Consulting business

Profiles

• Master’s degree in a relevant field and/or education in business or finance. Higher financial education (CFA/AZEK) would be advantageous
• Minimum 10 years client-facing experience in a senior investment advisory and sales function in the banking industry
• In-depth knowledge of financial instruments across all asset classes
• Very good communication and presentation skills
• Flexible and reliable personality with strong ability to work under pressure
• Strong knowledge in Excel, Power-Point and Bloomberg; experience with Avaloq preferred
• Excellent writing and communication skills in English a must, further languages appreciated

Activity rate
100%
Please send your application to:
recruiting_TTAM@jsafrasarasin.com

Job Type: Full-time