Investment Advisor
vor 1 Woche
Ref: 585ASISWPB
Title: Investment Advisor
Location: Zurich
Salary: Attractive
Date: 14th January 2026
Our client is looking to appoint an Investment Advisor to support the development, implementation, and ongoing management of the firm's investment solutions. The role plays a key part in supporting commercial growth initiatives while contributing to the structuring and oversight of client portfolios in line with defined investment strategies and objectives.
Duties Include:
- Support the expansion of assets under management by introducing and servicing a personal portfolio of client relationships.
- Act as an investment and product specialist, assisting in the evolution of the firm's asset management proposition and product suite.
- Participate in the design and rollout of a client relationship management platform, ensuring effective connectivity with portfolio management and risk systems.
- Assist in coordinating the integration of trading and execution capabilities with the firm's custodial banking partners.
- Provide analytical and investment support to Relationship Managers, including portfolio reviews, investment proposals, and ongoing mandate support.
The ideal candidate will have a background in private banking, asset management, or investment solutions, with a strong understanding of high-net-worth client requirements from a product and portfolio construction perspective. The role requires excellent communication skills and the ability to collaborate effectively with portfolio managers, technology teams, relationship managers, and external partners to design, implement, and maintain scalable investment products and platforms.
If you are interested in this opportunity, please email your C.V. to or call Altus Search on for a confidential discussion.
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