Investment and Portfolio Adviser

vor 1 Woche


Zurich, Schweiz Rothschild & Co Vollzeit

About Us

As one of the world's largest independent financial advisory groups, we know that it takes a distinct perspective to make a meaningful difference to our clients’ business and wealth.

Rothschild & Co is a global and family-controlled group. We provide M&A, strategy and financing advice, as well as investment and wealth management solutions to large institutions, families, individuals and governments, worldwide.

Having been at the centre of the world's financial markets for more than 200 years we can rely on an unrivalled global network of more than 3,800 talented employees and a track-record of outstanding execution with 60 offices around the world.

Our integrated global network of trusted professionals and decision makers around the world provide in-depth market intelligence, meaning we can be closer to current issues than any other global financial institution in our core markets.

It is this scale, local knowledge and intellectual capital that allow us to provide a distinct perspective and effective long-term solutions for our partners.

Overview of Role

This is a full-time position in the Investment & Portfolio Advisory team of the Wealth Management division, based in Zurich, with a degree of flexibility regarding home / work arrangements. Our Investment & Portfolio Advisory services are designed for investors who wants to retain control of investment decisions with the support of dedicated investment specialists, in a multi-asset class context. From thematic investments and sector reviews to single line equities and bonds, the team provides regular investment advice in-line with our top-down investment strategy.

Our culture is inclusive and collegiate, by which we mean that we foster a sense of teamwork, respect and partnership in everything we do. We support various personal development initiatives through our internal networks as well as membership of external networking organisations and forums to connect our professionals and promote inclusivity across the firm.

**Responsibilities**:

- Overseeing and managing of advisory client relationships in partnership with front office representatives
- Idea generation across asset classes including delivery to client advisors. High interaction with internal and external partners is required
- Regular writing on investment ideas and themes as well as presenting these in meetings
- Coordination and preparation of regular portfolio reviews and bespoke portfolio proposals
- Supporting client advisors in all aspects related to day-to-day investment advisory
- Participate to client meetings in-house and outside the bank with client advisors
- Increase penetration of Advisory Mandates within the Bank
- Support and active contribution to investment meetings (Investment Advisory team meetings, meetings with research teams, meetings with Client Advisers)

Education and Qualifications
- University degree in Finance or Business Administration
- Further related education (CFA, CEFA, FRM, PhD) is desired

Experience, Skills and Competencies Required
- Five to ten years of experience in Advisory, Portfolio Management or Research in a multi-asset context
- Outgoing personality with excellent writing, communication and presentation skills in English
- An entrepreneurial spirit, high quality standards and can-do attitude
- Very good generalist knowledge of all asset classes and financials instruments
- Fully computer/system literate (MS Office, Bloomberg)
- Fluent in English. Any other languages are an asset
- Team player, ethical attitude
- Proactive attitude with the ability to demonstrate initiative, attention to detail and reliability
- Capable of working under pressure and efficiently prioritizing tasks

If you are curious to learn more about us and have valuable experiences in a similar role, then please submit your CV and Cover Letter through our recruitment tool.



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