Investment Advisor (temporary position 10 months) (m|f|x) Zürich

BBVA es una compañía global con más de 160 años de historia que opera en más de 25 países donde damos servicio a más de 80 millones de clientes. Somos más de 121.000 profesionales trabajando en equipos multidisciplinares con perfiles tan diversos como financieros, expertos legales, científicos de datos, desarrolladores, ingenieros y diseñadores

Main Objective :
Being a link between the Markets Department and the RMs by providing efficient and ongoing investment advice and assistance to the Bank customers', and assist RMs with ad-hoc investment proposals, asset allocation, risk analysis, and overall portfolio monitoring.

Tasks

• Monitor client portfolios: deviations from model portfolios, alignment with Strategic and Tactical asset allocations, risk limit violations, performance analysis (individual, by investment profile, deviation from model portfolios), and compliance with all relevant regulations.
• Develop ad hoc investment ideas and “market warnings”, identify target positions and/or Customers and stablish a commercial campaign.
• Direct contact with customers in order to asses portfolio's evolution, market positioning & investment opportunities.
• Occasional travel with RMs to visit key customers & Prospects.
• Continuous contact with BBVA SA markets department & BBVA Global Wealth in order to asses bank's market view (both long term & short term).
• Create investment proposals to clients and prospect clients based on their risk profiles and our market view.
• Weekly summary of the macroeconomic publications and main news.
• Use of Bloomberg / LSEG for the creation of list of bonds, research of securities and general information to respond to our client's needs.
• Back up to our team mates when they are out of the office.
• Alignment with the Bank´s digitalization strategy.
• Analysis of the performance of the advisory accounts as well as the asset allocation.
• Implement the advisory strategies of BBVA and the countries regulations.

Profile / Your qualification / Your personality

• Master Degree in Banking or Finance or equivalent. EFPA, CFA, CAIA or similar would be an advantage.
• Strong skills in financial communication with clients, written and spoken in Spanish and English.
• Good knowledge in markets, investment vehicles, risk allocation and profiles.
• Willingness and ability to work against deadlines with the highest degree of accuracy.
• Combine persuasive social and problem solving skills with a high service orientation, discipline and high quality mind-set.
• Highly self-motivated, open-minded, quick learner, and well organized person, with an excellent time management.
• Reliable team player with sense of responsibility and the ability to adapt to changing demands.
• A minimum of 7 years of experience in the Private Banking, Portfolio Management, Investment advisor or similar.
• Experience in portfolio construction, risk management, asset allocation, security selection, Funds analysis, etc. will be positively valued.
• Proficient knowledge of the MS Office package (Excel, PowerPoint, access).
• Fluent in Spanish and English, (other languages are a plus).

Contact

Sheridan Mather

Head of Talent & Culture (HR), Corporate & Investment Banking Europe ex Spain, Russia & Middle East

Location

Selnaustrasse 32/36, CH-8001 Zürich