Experienced Investment Strategist for High-Net-Worth Clients in Zurich
Vor 4 Tagen
About the Role
Finders SA, a prominent asset management firm in Zurich, is seeking an experienced Senior Investment Advisor to create bespoke investment strategies for high-net-worth clients. This role requires fluency in Russian and English, with French proficiency as a plus.
Key Responsibilities
- Tailored Investment Strategies: Develop customized investment solutions aligned with client needs, including asset allocation and portfolio construction.
- Client Advisory: Provide ongoing expert advice across asset classes, such as equities, fixed income, structured products, and alternatives.
- Collaborative Engagement: Work closely with Client Relationship Managers and other specialists to leverage insights for new product development.
- Portfolio Management: Regularly review and adjust portfolios based on market conditions, risk profiles, and investment objectives.
- Market Analysis: Conduct thorough analyses of global markets to offer timely and relevant investment insights.
- Compliance and Risk Management: Ensure adherence to all regulatory requirements, maintaining integrity and professionalism.
- New Business Development: Identify opportunities to expand client relationships and drive profitability.
Requirements
- Education: University degree in Finance, Economics, or a related field; CFA/CAIA preferred.
- Experience: 8+ years in investment advisory or portfolio management, with a focus on high-net-worth clients; experience with Eastern European clients is advantageous.
- Technical Skills: Proficient in asset allocation, financial instruments, derivatives, and structured products; skilled in Bloomberg and MS Office, particularly Excel and PowerPoint.
- Languages: Fluent in Russian and English; proficiency in French or other languages is advantageous.
- Client-Centric: Strong relationship-building skills with a focus on client-specific solutions.
Estimated Salary: CHF 120,000 - 180,000 per annum (dependent on experience)
-
Investment Strategist for High-Net-Worth Clients
vor 3 Wochen
Zürich, Zürich, Schweiz FINDERS SA VollzeitJob Title: Investment Strategist for High-Net-Worth ClientsAbout the Role:We are seeking an experienced Senior Investment Advisor to join our team at FINDERS SA in Zurich. The ideal candidate will have a strong background in investment advisory and portfolio management, with a focus on high-net-worth clients.Responsibilities:Tailored Investment Solutions:...
-
High Net Worth Investment Strategist
vor 1 Monat
Zürich, Zürich, Schweiz Finders SA VollzeitAbout Finders SAWe are a leading asset management firm in Zurich, Switzerland, dedicated to delivering exceptional investment advice to high-net-worth clients.
-
High Net Worth Investment Strategist
Vor 4 Tagen
Zürich, Zürich, Schweiz FINDERS SA Vollzeit**Job Summary**FINDERS SA is seeking a seasoned Senior Investment Advisor to join our Asset Management team in Zurich, Switzerland.**Estimated Salary:** 120,000 - 180,000 CHF per annum, depending on experience.As a key member of our team, you will design and implement bespoke investment strategies for high-net-worth clients. Your expertise will be valued...
-
High Net Worth Investment Strategist
vor 3 Wochen
Zürich, Zürich, Schweiz Finders SA VollzeitFinders SA, a prominent asset management firm in Zurich, seeks a seasoned Senior Investment Advisor to design and implement bespoke investment strategies for high-net-worth clients.About the RoleThis role requires fluency in Russian and English, with French proficiency as a plus. The ideal candidate is a dynamic, client-centric professional with extensive...
-
Strategic Portfolio Manager
vor 1 Monat
Zürich, Zürich, Schweiz FINDERS SA VollzeitAbout the RoleFINDERS SA is seeking a highly experienced Strategic Portfolio Manager to join our team in Zurich, Switzerland.This role requires expertise in designing and implementing bespoke investment strategies for high-net-worth clients. The ideal candidate will possess fluency in Russian and English, with French proficiency being a plus.
-
Strategic Investment Consultant
vor 1 Monat
Zürich, Zürich, Schweiz Finders SA VollzeitAbout Finders SAFinders SA is a prominent asset management firm based in Zurich, Switzerland.Job OverviewWe are seeking an experienced Senior Investment Advisor to develop and implement bespoke investment strategies for high-net-worth clients. This role requires fluency in Russian and English, with French proficiency as a plus.ResponsibilitiesDesign and...
-
High Net Worth Banking Specialist
Vor 7 Tagen
Zürich, Zürich, Schweiz Norman Alex VollzeitAbout the Role:We are seeking an experienced Managing Director to join our Private Banking team in Zurich, focused on serving Swiss German onshore High Net Worth Individuals (HNWIs) and Ultra High Net Worth Individuals (UHNWIs).Responsibilities:Develop and expand a dedicated client base of Swiss German onshore HNW and UHNWI clients.Utilize our comprehensive...
-
High Net Worth Individual Portfolio Manager
Vor 3 Tagen
Zürich, Zürich, Schweiz Norman Alex VollzeitAbout this Role:We are seeking a highly motivated and experienced Managing Director to lead our Private Banking team in Zurich, focusing on Swiss German onshore High Net Worth Individuals (HNWIs) and Ultra High Net Worth Individuals (UHNWIs).Key Responsibilities:Develop and expand a dedicated client base of Swiss German onshore HNW and UHNWI clients.Leverage...
-
High Net Worth Private Banking Manager
vor 3 Wochen
Zürich, Zürich, Schweiz Norman Alex VollzeitAbout the Role:We are seeking a highly motivated and experienced Managing Director to join our team at Norman Alex in Zurich, Switzerland. This role is ideal for an ambitious banker with a strong hunter mentality who thrives in a client-centric, high-performance environment and is eager to build and grow a significant client portfolio.Responsibilities...
-
High Net Worth Private Banking Manager
Vor 5 Tagen
Zürich, Zürich, Schweiz Norman Alex VollzeitAbout Norman Alex:We are a leading private banking institution in Zurich, Switzerland, specializing in wealth management and financial solutions for High Net Worth Individuals (HNWIs) and Ultra High Net Worth Individuals (UHNWIs).This is an exceptional opportunity to join our team as a Managing Director, responsible for developing and expanding a dedicated...
-
High Net Worth Investor Relations Specialist
Vor 6 Tagen
Zürich, Zürich, Schweiz Select Alternative Investments VollzeitCapital Raising and Business DevelopmentWe are seeking a seasoned Sales Director to join our team at Select Alternative Investments, a leading Direct Investments Platform with a focus on Private Equity, Real Estate, and Venture Capital. This is an exceptional opportunity for a highly motivated and self-driven individual to raise capital from various investor...
-
Zürich, Zürich, Schweiz Helvetic Trust AG VollzeitJob DescriptionWe are seeking an experienced Senior Investment Manager to join our team at Helvetic Trust AG. As a key member of our wealth management department, you will be responsible for providing independent support and advice to high net worth individuals, family offices, foundations, and institutional investors.Key Responsibilities:Develop customized,...
-
Executive Director of Alternative Investments
vor 1 Monat
Zürich, Zürich, Schweiz Select Alternative Investments VollzeitAbout Select Alternative InvestmentsSelect Alternative Investments is a Direct Investments Platform that specializes in Private Equity, Real Estate, and Venture Capital. Our mission is to identify private investment opportunities alongside our investors and provide access to our proprietary deal sourcing.Estimated Salary: $150,000 - $250,000 per annumJob...
-
Strategic Client Developer
vor 1 Monat
Zürich, Zürich, Schweiz FINDERS SA VollzeitJob SummaryFINDERS SA is seeking an experienced Strategic Client Developer to join our team in a key role focused on the NRI (Non-Resident Indian) market.About UsWe are a leading organization dedicated to providing top-notch wealth management services. Our expertise spans cross-border markets, and we strive to deliver exceptional value to our clients.The...
-
Zurich Private Wealth Manager
vor 1 Woche
Zürich, Zürich, Schweiz FINDERS SA VollzeitAbout the RoleFINDERS SA is seeking a skilled and experienced Private Wealth Manager to join our team in Zurich. This is an exciting opportunity for a client-focused professional to manage high net worth (HNW) clients from the Middle East.Key Responsibilities:Build trusted relationships with clients and provide exceptional follow-up service, ensuring their...
-
International Tax Specialist with Swiss Focus
vor 4 Wochen
Zürich, Zürich, Schweiz LINDEMANNLAW VollzeitCompany OverviewLINDEMANNLAW is a leading Swiss boutique law firm specializing in legal and tax services for institutional clients in asset & wealth management, entrepreneurs, and ultra-high net worth individuals. We provide cutting-edge advice on investment funds, securitizations, holdings, trusts, and foundations.We have an international presence in...
-
Strategic Asset Management Partner
Vor 3 Tagen
Zürich, Zürich, Schweiz Helvetic Trust AG VollzeitCompany OverviewH helvetic Trust AG is a reputable, independent asset manager catering to the needs of high net worth individuals and institutional investors. With its strategic locations in Switzerland, Helvetic Trust offers a range of services including wealth management, asset management, and family office solutions.Compensation PackageThe successful...
-
Capital Raising Specialist
vor 2 Monaten
Zürich, Zürich, Schweiz Select Alternative Investments VollzeitOverviewSelect Alternative Investments, a leading Direct Investments Platform, is seeking an experienced Capital Raising Specialist to join its global team. With a focus on Private Equity, Real Estate, and Venture Capital, the company identifies private investment opportunities and grants access to proprietary deal sourcing.Job SummaryWe are looking for a...
-
Zürich, Zürich, Schweiz ONE Agency | IT Recruitment Experts VollzeitONE Agency | IT Recruitment Experts is seeking an experienced Software Engineer to join a young and innovative company in the investment product space. About Our ClientAn issuer of investment products seeks a skilled Scala developer to contribute to the growth of their business lines. With a focus on delivering value-added services, our client values...
-
Zürich, Zürich, Schweiz Hyatt Place Zurich Airport VollzeitExperience the excitement of working at Hyatt Place Zurich Airport, a premier destination in the heart of Europe.About UsWe are the first Hyatt Regency and Hyatt Place in Switzerland with over 550 guest rooms, directly connected to the Circle Convention Center with over 2,800 square meters of event space. Our Congress Center is also operated by Hyatt and...
