Investment Advisor
Zurich, CH
vor 1 Tg.

Your opportunity

  • Monitor the international financial markets and provide pro-active multi asset class advice to relationship managers and clients
  • Communicate the investment philosophy as well as the investment strategy to relationship managers and clients

    Manage direct advisory clients portfolio incl. portfolio monitoring and trades execution

    Contribute to the generation of investment ideas as well as the production of regular publication

    Support for relationship managers in acquisition and retention activities, including participation in client meetings

  • Support Head of the Team in several analysis
  • You bring

  • A minimum of 5 years experience in finance, with focus on investment advisory and portfolio management
  • Education : university degree, CFA is an asset
  • Comprehensive knowledge of all the asset classes incl. FX
  • Comprehensive knowledge of Funds and Structured Products
  • You are

  • Highly motivated Team player, with strong organization skills and willingness to take ownership on several tasks
  • Excellent written and verbal communication skills in German and English
  • Proficiency in Microsoft Office and finance tools (Bloomberg, Factset is an asset)
  • Bianca Opitz is looking forward to receive and review your application.

    Please apply via our career portal. For this position, please note that we do not consider applications from recruitment agencies.

    If you have any question you can contact us through our .

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