Investment Advisor
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Job Description
Investment Advisor – Wealth Management
For our client, a boutique Swiss private bank, we are seeking an Investment Advisor reporting directly to the Head of Investment Advisory.
This is an opportunity to join a dynamic team within a human-sized banking institution that combines a personalized approach with an international presence, offering excellent prospects for professional growth and development.
1. Your responsibilities
- Identification of Investment opportunities and writing of investment ideas for all asset classes
- Monitor and manage advisory accounts across all asset classes including equities, fixed income, FX and alternatives.
- Prepare and present investment proposals tailored to clients’ risk profiles, objective and constrains.
- Portfolio review and investment proposals in line with clients' risk profile and investment objectives
- Price, structure and explain derivative strategies including options and structured products.
- Active participation in the Investment Committee. Contribute to the investment team in generating ideas, identifying opportunities
- Open to integrating AI tools into day to day workflows to automate operational and manual tasks, improving efficiency and scalability.
2. Your profile
- Master’s degree in finance, CFA / CAIA or equivalent
- Minimum 5 years experience as an Advisor for WM clients
- Broad understanding of financial markets, asset classes and investment products
- Team-player, analytical, entrepreneurial, innovative, reliable
- English fluent, Spanish or Portuguese a strong +
- Excellent communication skills
- Valid Swiss Residency
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