Financial Planning Specialist

vor 1 Tag


Stäfa, Zürich, Schweiz Tiger Recruitment Vollzeit

Our client, a Family Office in Zurich, is seeking an experienced Investment Analyst to join their small team. This is a unique opportunity to work in a dynamic and exciting industry with a chance to make a real impact.

Key Responsibilities:

  • Develop and implement investment strategies that align with the client's goals and risk tolerance
  • Analyze financial data and market trends to identify opportunities for growth
  • Work closely with the management team to ensure seamless execution of investment decisions
  • Maintain accurate records of investments and portfolio performance

Required Skills and Qualifications:

  • 4-5 years of experience in a similar role within a Family office environment
  • Strong understanding of various investment products, including equities, fixed income, and alternative investments
  • Expertise in financial analysis and modelling
  • University degree in Finance, Mathematics, or a related field
  • CFA certification or other relevant certifications are considered an asset


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