Investment Consultant

vor 1 Monat


Lausanne, Schweiz WTW Vollzeit

**Description**:
**Together we unlock potential.**
The Investments line of business at WTW is global and advises on over $2 trillion in assets, of which approximately, $153 billion represents Assets under Management. Our client base includes a diverse range of institutional investors, including pension funds, insurance companies, sovereign wealth funds, government funds, wealth management companies, endowments and foundations. We have a multi asset, multi manager capability and a fiduciary mindset that enables us to provide tailored solutions that meet our clients’ goals to deliver strong risk adjusted returns.

To support the growth of this innovative team, we are looking for an experienced

**Investment Consultant (M/F/d)**
**(Requisition No 202407966)**

**What can you expect?**

as an investment consultant you advise our clients, mainly institutional clients, along their entire investment process:

- Advice on the definition of the investment strategy based on the internally developed optimisation and portfolio tools.
- Implementation and further development of our proprietary asset liability management (ALM) tool to be able to serve the constantly growing requirements in this area of our clients.
- Responsibility for the preparation and maintenance of the required documents for the investment consulting business and the advisory mandates (client dossiers, controlling reports, manager searches, investment training material).
- Organisation and further development of the internal investment platforms, in close cooperation with the European investment team.
- Developing of new business opportunities with a focus on dedicated advisory mandates.
- Takeover and independent implementation of customer projects
- Build relationships with clients and key stakeholders in order to build a trusted relationship.
- Supporting the thought leadership of investment topics specific to Switzerland.
- Flair for working in an international team and the willingness to use flexible resources.
- Independent and self-reliant work on internal as well as external projects.
- Championing our continued efforts to promote WTW values, an equitable, inclusive culture and support and develop a more diverse workforce.

**Qualifications**:
**What are you brining?**
- In-depth knowledge of the Investments business in Switzerland and its service lines. Strong ALM skills, expertise in Investment advisory (portfolio construction, manager selection, custodian research), monitoring, fiduciary management
- Proficiency in the Swiss pension, investment and regulatory environment, with ideally 7+ years of experience as working in the Swiss institutional investors industry (Investment Consultant, Asset Owner, strategy pension fund advisor).
- Experience of running client projects
- Solid understanding of the regulatory regime as applicable to the investment consulting (and fiduciary management) business in Switzerland; track record of high standards of practice in governance and work practices
- Outstanding communication, presentation and interpersonal skills
- Degree educated and further industry qualifications (CFA, etc.) would be advantageous.
- Proficiency in German, French and English is required

**Interested?**

**WTW is an equal opportunity employer.**

**To be considered for this role, applicants must be either Swiss citizens, EU or EFTA nationals or have the legal right to live and work in Switzerland.


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