Investment Consultant
vor 2 Wochen
Job Summary
Business unit
Advisory
Location
Zurich, CH
Activity rate
100%
Publication date
05.05.2023
Reference
2126
About us
As a leading sustainable private bank, we offer dynamic and personalized services in investment advisory and asset management for private and institutional clients. Our success depends on the enthusiasm and commitment of our employees and we value each person with their unique technical expertise, professional qualifications and social skills.
We are successfully operating for more than 180 years across 27 locations worldwide and offer our employees the chance to be a part of our success. Our employees are our most valuable asset, we are proud of our unique culture that fosters entrepreneurship and is fueled by a high team spirit and the positive attitude of each individual. Join our international team and be part of the next chapter of the J. Safra Sarasin Group.
Your role
The Investment Consulting team provides investment advisory, asset allocation expertise and portfolio analysis services to sophisticated Private Banking clients and Client Relationship Managers globally. We are looking for a dynamic professional with a few years of experience in cross-asset investment advisory & sales to join the Investment Consulting team in Zurich. We place strong emphasis on teamwork and a proactive & client-oriented approach.
**Responsibilities**:
Provide high quality tailor-made investment advice to Family Offices, UHNWI clients and sophisticated Private Banking customers across different regions
Construct and monitor investment portfolios, advising clients on their asset allocation, strategic & tactical investments across all asset classes
Follow and analyse financial markets to monitor and develop client's investment strategies
Develop and initiate investment ideas in collaboration with the global Investment Consulting team
Manage and develop own client book, provide support to Senior Investment Consultants
Execute trades across all asset classes
**Profile**:
Master’s degree in a relevant field and/or education in business or finance; higher financial education (CFA/AZEK) would be advantageous
2-3 years client-facing experience in an investment advisory and/or asset management function
In-depth knowledge of financial instruments across all asset classes
Very good communication and presentation skills
Flexible and reliable personality with strong ability to work under pressure
Strong knowledge in Excel, Power-Point and Bloomberg
Excellent writing and communication skills in English is a must, further languages appreciated
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