Investment Consultant

vor 9 Stunden


Basel, Schweiz Schroders Vollzeit

Schroders mit Hauptsitz in London beschäftigt weltweit über 5000 talentierte Mitarbeitende und ist in 37 verschiedenen Ländern in Europa, Amerika, Asien sowie dem Mittleren Osten und Afrika nahe den Märkten und unseren Kunden tätig. Schroders hat sich unter stabiler Führung seit über 200 Jahren entwickelt und ist auf Grund der langfristigen Planungen in Investitionen, Aufbau von Kundenbeziehungen und Erweiterung von Geschäftsbereichen gewachsen.

Schroders in der Schweiz ist ein renommiertes Finanzunternehmen mit 500 Mitarbeitenden in Zürich und Genf. Unseren Privatkunden bieten wir massgeschneiderte Investmentlösungen und unterstützende Finanzdienstleistungen an. Im Auftrag von institutionellen und privaten Anlegern, Finanzinstituten und vermögenden Privatkunden, investieren wir in eine breite Palette von Anlageklassen, wie Aktien, Obligationen, Multi-Asset wie auch Alternative Funds. Wir sind ebenfalls auf qualitativ hochwertige Private-Equity-Lösungen spezialisiert.

Zur Verstärkung unseres Investment Teams im Bereich Wealth Management, suchen wir per sofort oder nach Vereinbarung eine/n

**Investment Consultant**

Aufgabengebiet:

- Erstellung von Anlageempfehlungen und Portfolio-Modellen in Einzelaktien und thematischen Ideen für interne und externe Kunden
- Aktive Beratung (direkt und indirekt) unserer Kunden in sämtlichen Anlageklassen gemäss internen Anlagerichtlinien und Vorgaben
- Erstellung von Marketing
- und Verkaufsmaterial in enger Zusammenarbeit mit dem Leiter der Anlageberatung und den Kundenbetreuern
- Direkte Zusammenarbeit mit dem Head Investment Consulting Zurich

Anforderungsprofil:

- Hochschulabschluss oder höhere Ausbildung im Bereich Banking & Finance (Bachelor oder MAS) idealerweise ergänzt mit einer Weiterbildung (CFA, CIIA, AZEK)
- Mindestens 5 Jahre relevante Berufserfahrung im Finanzumfeld, von Vorteil im Investment Consulting oder Analyse
- Fundierte Erfahrung im Bereich Multi-Asset; spezifische Aktien Kenntnisse vorteilhaft
- Gute Kenntnisse der Programme Eikon und Excel (Programmierkenntnisse sind ein Pluspunkt)
- Sehr gute Englischkenntnisse in Wort und Schrift, gute Deutschkenntnisse, Französischkenntnisse sehr erwünscht aber kein Muss
- Kunden
- und dienstleistungsorientierte Persönlichkeit mit gepflegten Umgangsformen
- Ausgezeichnete Kommunikationsfähigkeit, Teamplayer und Belastbarkeit mit einem hohen Mass an Eigenverantwortung

Wir bieten Ihnen eine ausbaufähige Herausforderung sowie fortschrittliche Anstellungs-, Entlöhnungs
- und Versicherungsbedingungen in einem internationalen, dynamischen und unternehmerischen Umfeld. Der Arbeitsort am Central liegt nur 5 Gehminuten vom Hauptbahnhof Zürich entfernt. Wenn Sie Freude an einem globalen Umfeld haben und die Arbeit in einem kleinen, tatkräftigen Team mit flachen Hierarchien und attraktiven Sozialleistungen schätzen, dann bewerben Sie sich bitte online.

Schroder & Co Bank AG
Human Resources
Pfingstweidstrasse 60, CH-8031 Zürich, Schweiz
Tel:
+41 (0)44 250 11 11
/


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