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Investment Partner & Advisory (Premium)

Job content

  • Being the preferred point of contact for relationship managers for investment solutions and client support.
  • Responsible for generating investment proposals and portfolio reviews tailored to client needs and performing proactive advice across asset classes.
  • Hosting regular desk meetings for relationship managers in order to provide investment ideas, market follow-ups and updates on the bank’s house view.
  • Participating and supporting relationship managers in client meetings.
  • Representing Advisory Solutions as product experts in internal and external events.

Requirements

  • Profound understanding of financial markets as well as the investment advisory process.
  • Very solid skills and education in capital markets/economics; university degree and/or CFA or similar preferred.
  • Extensive experience as investment advisor, investment consultant or in a similar role.
  • Ability to generate solutions in a pressurised environment.
  • Languages skills: English, Russian as an advantage.

Additional Info

  • Job Type: Full Time
  • Country: Switzerland
  • Salary: TBC
  • City: Zurich