Front - Investment Advisor, 100% (Zurich)

vor 2 Wochen

Zürich, Zürich, Schweiz Yakoubi Associates Vollzeit
For our client a global multi family office, we are looking for a Front-Investment Advisor.


The Front-Investment Advisor in the Investment Department allocates his/her time such that over the year he/she spends 70% of his/her time in Investment Advisory and 30% in special projects.

Tasks

  • Write and elaborate investment advisory proposals together with the client relationship managers.
  • Discuss the proposals with the Client Relationship Manager and the client at the same time.
  • Focus on a stronger marketing pitch on the investment products provided by Investment Team.
  • Actively support the CRM in the marketing of Investment Products selected by the Investment Team and by reviewing existing portfolios.
  • Organize regular portfolio reviews (all accounts) per Client Relationship Manager, in collaboration with the investment team.
  • Actively follow up on activities and actions taken with updates on the portfolio reviews.
  • Participate in formulating portfolio recommendations and presentations; also from a marketing perspective.
  • Communicate client and CRM feedback on investment topics to the investment team.

Requirements:

  • Solid, resilient and proactive character and personality.
  • Networked mindset, diligence and reliability.
  • Open spirit for any new project coming along to constantly provide new ideas for the bank's development and image.
  • 5 years minimum experience in a similar function.
  • Very good Office knowledge (PowerPoint, Excel).
  • Extensive experience in investment matters including traditional as well as alternative assets and investments.
  • Be able to put together investment proposals for clients considering the wishes of the client and the respective Client Relationship Manager, the client risk profile and compliance rules as well as the views and recommendations of the investment department.
  • Very good organizational skills for participating in projects.
  • Sound knowledge about banking & investment.
  • Careful way of working and good communication skills as well as the ability to work in a team.
To start, we only need your resume, so you do not need to add a cover letter.

As soon as we have reviewed your documents, you will hear from us again.

We look forward to getting to know you

Please note that we only consider people with relevant technical expertise for this position. Residence in Switzerland is a must.

  • Front - Investement Advisor, 100% (Zurich)

    vor 2 Wochen

    Zürich, Zürich, Schweiz Yakoubi Associates Vollzeit

    For our client a well-known global family office, we are looking for a Front-Investment Advisor.The Front-Investment Advisor in the Investment Department allocates his/her time such that over the year he/she spends 70% of his/her time in Investment Advisory and 30% in special projects.Tasks Write and elaborate investment advisory proposals together with the...

  • Investment Advisor, Wealth, LatAm

    vor 2 Wochen

    Zürich, Zürich, Schweiz eFinancialCareers Vollzeit

    The bank continues to enjoy exceptional growth, so this is an opportunity to join a thriving business. Based in Zurich, you will manage and advise Wealth Management clients in Latin America. You will inherit existing clients and also contribute to the growth of the business in the region. You will advise across Public and Private Asset classes, ensuring...

  • Investment Advisor, Wealth, Latam

    vor 2 Wochen

    Zürich, Zürich, Schweiz Jigsaw Financial Vollzeit

    A leading European Private Bank with an entrepreneurial culture is looking for a technical relationship manager to own clients in Latin America.The bank continues to enjoy exceptional growth, so this is an opportunity to join a thriving business.Based in Zurich, you will manage and advise Wealth Management clients in Latin America. You will inherit existing...

  • Investment- and Portfolio Advisor, 80

    vor 2 Wochen

    Zürich, Zürich, Schweiz Yakoubi Associates Vollzeit

    Im Auftrag einer renommierten Schweizer Privatbank, suchen wir auf den nächstmöglichen Zeitpunkt ein/e Investment- and Portfolio Advisor, %.Aufgaben- Beaufsichtigung und Verwaltung von Kundenberatungsbeziehungen in Zusammenarbeit mit Front-Office-Vertretern- Generierung von Ideen über alle Anlageklassen hinweg, einschließlich der Weitergabe an...

  • Investment Advisor Pfa, 80

    vor 2 Wochen

    Zürich, Zürich, Schweiz UBS Vollzeit

    Schweiz - Zürich- Kundenberatung / Relationship Management- Personal & Corporate Banking**Automatischer Stellencode** BR**Stadt**- Zürich**Job-Typ**- Vollzeit, Teilzeit**Die Rolle**- Laufen Sie zur Hochform auf, wenn Sie mit unseren anspruchsvollen Kunden über die Entwicklung der Kapitalmärkte und deren Auswirkungen auf die Anlagestrategien diskutieren...

  • Investment Advisor PFA, 80

    vor 2 Wochen

    Zürich, Zürich, Schweiz UBS Vollzeit

    Your role Laufen Sie zur Hochform auf, wenn Sie mit unseren anspruchsvollen Kunden über die Entwicklung der Kapitalmärkte und deren Auswirkungen auf die Anlagestrategien diskutieren können? Ist die Anlageberatung Ihre Leidenschaft? Arbeiten Sie gerne in bereichsübergreifenden Teams an interessanten Fragestellungen? Dann freuen wir uns auf Ihre...

  • Investment Advisor Wm Uk Uhnw

    vor 2 Wochen

    Zürich, Zürich, Schweiz UBS Vollzeit

    Switzerland Zürich Client advisory / Relationship management Global Wealth ManagementJob Reference #BRCity ZürichJob Type Full TimeYour role Are you a dynamic advisor that delivers an exceptional client experience? Do you know how to nurture client relationships and give superior investment advice? In this role, you will be a key team member in ensuring...

  • Investment Advisor

    vor 2 Wochen

    Zürich, Zürich, Schweiz Linvo AG Vollzeit

    We are looking for a proactive and goal-oriented dynamic personality that is eager to perform and take on responsibility. You will be working as part of a team of professionals to deliver personalized investment solutions to help clients work toward their long-term financial goals.Key Responsibilites: Transaction advisory: perform thorough due diligence of...

  • Investment Reporting Advisor

    vor 2 Wochen

    Zürich, Zürich, Schweiz Credit Suisse Vollzeit

    Finance / Controlling / Accounting / Audit / Tax / TreasuryEnglishWe OfferIn this role as Investment Analytics Specialist for Institutional Clients you have the opportunity to support our high-end customers in Switzerland.In this role you are responsible for the following technical tasks:Daily reconciliation of multi asset class portfolios (money market,...

  • Investment Advisor Private Wealth Management Zurich

    vor 2 Wochen

    Zürich, Zürich, Schweiz Kessler Vogler AG Vollzeit

    Your Responsibilities Write and elaborate investment proposals together with Client Relationship Manager Create investment proposals in line with Client's investment profile and appetite Discuss proposals with Client Relationship Manager and Clients Actively support the Client Relationship Manager in revewing existing portfolios and in the marketing of...

  • Graduate Investments Zurich

    vor 2 Wochen

    Zürich, Zürich, Schweiz PICTET Vollzeit

    Your team: This 24month programme, which comes with a permanent contract, includes on- and off-the-job components, placing the emphasis on teamwork but also exploring each individual's specific skillset, as well as furthering their development and setting specific objectives. As a member of our Graduate Programme, you will develop your business knowhow by...

  • Platform Advisor 80-100%

    vor 2 Wochen

    Zürich, Zürich, Schweiz Julius Baer Vollzeit

    At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let's shape the future of wealth management together.As a Platform Advisor you are an ambassador of our award-winning tools and platforms of Investment & Wealth Management...

  • Beauty Advisor 100% Region Zürich

    vor 2 Wochen

    Zürich, Zürich, Schweiz Jo Malone London Vollzeit

    Jo Malone London Beauty Advisor 100% - Region ZürichElevate Your Career with Jo Malone London!Join the renowned British brand JO MALONE LONDONTM, famous for its unique perfume portfolio, diverse body care line, and luxury home products, inspiring a loyal clientele.Position: Jo Malone London Beauty Advisor 100%Looking for you to join our Jo Malone London...

  • Junior Platform Advisor 80-100%

    vor 2 Wochen

    Zürich, Zürich, Schweiz CH10 - BJB Bank Julius Baer & Co. Ltd. Vollzeit

    At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let's shape the future of wealth management together. As a Platform Advisor you are an ambassador of the award-winning tools and platforms of Investment & Wealth Management...

  • Investment Accounting

    vor 4 Wochen

    Zürich, Zürich, Schweiz Zurich Insurance Company Ltd. Vollzeit

    We are pleased to offer an exceptional opportunity for an individual to join our Investment Management team as a key contributor. This role, which is available immediately, will have a significant and lasting impact on our business. In this position, you will play a pivotal role in generating investment accounting and reporting information for our internal...

  • Investment Accounting

    vor 2 Monaten

    Zürich, Zürich, Schweiz Zurich Insurance Company Ltd. Vollzeit

    We are pleased to offer an exceptional opportunity for an individual to join our Investment Management team as a key contributor. This role, which is available immediately, will have a significant and lasting impact on our business. In this position, you will play a pivotal role in generating investment accounting and reporting information for our internal...

  • Junior Platform Advisor 80-100%

    vor 2 Wochen

    Zürich, Zürich, Schweiz Bank Julius Bär & Co. AG Vollzeit

    At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let's shape the future of wealth management together.As a Platform Advisor you are an ambassador of the award-winning tools and platforms of Investment & Wealth Management...

  • Junior Platform Advisor 80-100%

    vor 2 Wochen

    Zürich, Zürich, Schweiz Bank Julius Bär & Co. AG Vollzeit

    At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let's shape the future of wealth management together.As a Platform Advisor you are an ambassador of the award-winning tools and platforms of Investment & Wealth Management...

  • Steuer-Experte Fond Investments

    vor 2 Wochen

    Zürich, Zürich, Schweiz coni+partner AG Vollzeit

    coni + partner ist ein seit 1993 bestehendes Beratungshaus mit Sitz in Zürich und Niederlassungen in Düsseldorf und Shanghai. Unsere Stärke ist die passgenaue Besetzung von Positionen entsprechend der Unternehmenskultur, unter genauer Betrachtung fachlicher Kompetenzen, Referenzen und «soft skills» der Kandidaten.Unser Kunde ist eine internationaler...

  • Client Advisor WM APAC Switzerland Team China in Zurich

    vor 2 Wochen

    Zürich, Zürich, Schweiz UBS Vollzeit

    Your role Are you a dynamic relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you well connected to Chinese entrepreneurs and High Net Worth Individuals and Families? Are you a proven risk manager? We're looking for a Wealth Management client advisor, in Zurich,...