(Junior) Investment Advisor - 12 Months Temporary (m|f|x) Zürich

Are you passionate about investments and do you want to deliver the best possible investment experience possible for our clients? Within our Investment Advisory & Solutions units, you will join a team of professionals who take ownership of the investment advisory.

Aufgaben

• Provide high quality, proactive, tailor-made investment advice to UHNWI clients and sophisticated wealth management customers across all the asset classes and different markets.
• Manage a book of advisory direct clients, including careful execution on all asset classes and instruments.
• Ongoing monitoring of advisory portfolios (risk budget, performance, asset allocation), providing frequent proactive investment ideas to clients.
• Regular generation and production of investment ideas and solutions for advisory clients within our private client unit.
• Presentation of market views, investment strategy and investment ideas for relationship managers, clients and prospects.
• Preparation of and participation to client pitches.

Profil / Ihre Qualifikation / Ihre Persönlichkeit:

• A minimum of 5 years’ experience in finance, with focus either on direct client holistic investment advisory, or on execution (Execution Desk)
• Strong passion for financial markets, combined with a proactive mindset and a continuous drive to learn and grow within the advisory field.
• Good Knowledge of all the asset classes, proficiency in executing all type of client orders on all instruments under pressure.
• Good knowledge of macroeconomics, and investment strategy.
• Experience in portfolio management is an asset.
• Excellent written and verbal communication skills in English, and Russian. German is a highly appreciated asset.
• Excellent presentation and communication skills.
• Highly motivated team player, with strong organization skills, strategic thinking and willingness to take ownership on several tasks.
• Flexible, proactive, open-minded attitude, charismatic person with a strong desire to deliver excellence.
• Proficiency in Microsoft Office and finance tools (Bloomberg, Factset is an asset).

Das erwartet Sie

• Top Zurich location with collaboration spaces (including rooftop terraces) and free lunch.
• Friendly, diverse team in an open-office space.
• All the latest technology to help you excel and advance.
• Agile environment in how we think, the way we work and our trust for each other.
• Lots of special perks, including home office possibility up to 20%.
• Flat hierarchy with collaboration at all levels.
• Campus feeling and a collaborative spirit.

We are looking for talented people, not just a CV that ticks all the boxes. Even if you do not have absolutely everything we have asked for, if this role sounds like a good fit for you, we encourage you to apply.

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Kontakt

Standort

Gotthardstrasse 43, CH-8002 Zürich