Investment Consultant
Vor 2 Tagen
Schroders, with headquarters in London, employs over 6100 talented people worldwide, operating in 38 different locations across Europe, the Americas, Asia, the Middle East and Africa, close to the markets in which we invest and close to our clients. Schroders has developed under stable ownership for over 200 years and long-term thinking governs our approach to investing, building client relationships and growing our business.
Schroders in Switzerland is a renowned Financial Institution with around 400 employees located in Zurich and Geneva. For our private clients we provide tailor made investment solutions and complementary financial services. We invest in a broad range of asset classes across equities, fixed income, multi-asset and alternatives. We also specialize in providing high-quality private equity solutions to our clients.
As an Investment Consultant, you will be responsible for providing expert advice and guidance to our clients on a range of investment strategies. You will play a key role in shaping our investment offerings, while ensuring our clients' investment objectives are met. The role is based in Geneva.
We are therefore looking to hire an
Investment Consultant
Key Responsibilities:
• Provide direct and indirect investment advice on all asset classes to clients based in Switzerland, Europe and Middle East
• Provide and generate investment ideas, portfolios reviews and sales material to Relationship Managers
• Provide advisory and discretionary investment management services alongside relationship managers (pitches)
• Prepare documents and presentations for client meetings
• Proactively oversee advisory mandates
Requirements & Qualifications:
• At least 5+ years proven experience in an investment consulting or related role, preferably within the wealth management industry
• Higher finance education or specialised finance qualifications (CFA, AZEK, CAIA), an advantage
• Knowledge about all asset classes and investment instruments, especially investment funds
• Entrepreneurial investment mindset
• High Level of interpersonal skills, ability to discuss and present complex investment matters clearly to clients and RMs
• High IT skills, Excel, Reuters, Data stream
• Excellent communication skills in English and French, Spanish a plus
• Ability to work collaboratively in a team-oriented environment
We recognise potential, whoever you are
Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought facilitated by an inclusive culture will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer: you are welcome here regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background or any other protected characteristics.
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