Senior Investment Counsellor
Vor 3 Tagen
As a member of the Local Investment Advisory Team Zurich, you will be responsible for the advice of investment solutions to clients and prospects with a focus on Eastern Europe, with the primary objective of partnering with Private Banking Client Relationship Officers (CROs) to offer appropriate investment solutions, both discretionary and advisory, and attracting/enhancing client relationships and profitability.
Main responsibilities
- Working directly with clients and partnering with Client Relationship Officers, being accountable for assessing investment needs based on risk profile, developing a comprehensive investment strategy, coordinating sales and execution against that strategy, and monitoring performance and appropriateness of the client’s overall investment portfolio.
- Create tailor made investment proposals across different markets with appropriate products and services, adjusting portfolios to client’s risk appetite, needs and market conditions.
- Create and maintain model portfolios in close collaboration with the CIO Office.
- Observe and analyse financial markets to monitor and develop client’s investment strategies.
- Be proactive and in regular contact with clients and Client Relationship Officers to inform them of the markets and portfolio evolution as well as Bank’s investment ideas and opportunities.
- Provide input and support for the development of new business initiatives and product enhancement.
- Promote discretionary mandates to increase penetration.
- Contribute to the increase of client share of wallet.
- Comply with all internal and external regulations and procedures.
- Participate and provide input to any Bank’s initiatives if needed.
- Responsibility for specific projects and administrative tasks.
Skills and experience
- University degree in economics or finance, or comparable qualifications (CFA, AZEK etc).
- Minimum 5 years client-facing experience in investment advisory or portfolio management; brokerage or institutional sales function useful.
- Passion for financial markets.
- Strong knowledge of financial instruments across all asset classes, ESG and Alternatives a plus.
- Able to establish close and trusted relationships with CROs and clients.
- Ability to build and maintain networks with internal stakeholders, collaborate across teams.
- Excellent verbal and written communication skills in Russian and English, any additional language appreciated.
- Entrepreneurial mindset and ability to work under pressure.
- Results oriented with ability to proactively and independently solve problems.
- Sound judgement, keen sense of urgency and high level of professional and personal integrity.
- Very good communication and presentation skills.
- Excellent knowledge in MS Office and Bloomberg.
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