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

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

Tasks

• Provide high-quality, proactive, tailor-made investment advice to ultra-high-net-worth individuals (UHNWIs) and sophisticated wealth management clients across all asset classes and different markets.
• Manage a portfolio of direct advisory clients, including careful execution across all asset classes and instruments.
• Ongoing monitoring of advisory portfolios (risk budget, performance, asset allocation), providing frequent proactive investment ideas to clients.
• Regularly generate and develop investment ideas and solutions for advisory clients within our private client unit.
• Present market views, investment strategies, and investment ideas to relationship managers, clients, and prospects.
• Prepare for and participate in client pitches.

Profile / Your qualification / Your personality

• A minimum of 5 years’ experience in finance, with a 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 asset classes, proficiency in executing all types of client orders across all instruments under pressure.
• Good knowledge of macroeconomics and investment strategy.
• Experience in portfolio management is a plus.
• Excellent written and verbal communication skills in English and Russian. German is a highly valued asset.
• Excellent presentation and communication skills.
• Highly motivated team player with strong organizational skills, strategic thinking, and a willingness to take ownership of various tasks.
• Flexible, proactive, open-minded attitude; charismatic individual with a strong desire to deliver excellence.
• Proficiency in Microsoft Office and financial tools (Bloomberg, FactSet is a plus).

That awaits you

• 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.
• An agile environment in how we think, the way we work, and our trust in one another.
• Lots of special perks, including the option to work from home up to 20% of the time.
• Flat hierarchy with collaboration at all levels.
• A campus-like atmosphere and a collaborative spirit.

We are looking for talented people, not just a resume that checks all the boxes. Even if you don’t have absolutely everything we’ve listed, if this role sounds like a good fit for you, we encourage you to apply.

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Contact

Location

Gotthardstrasse 43, CH-8002 Zurich