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Job ID: 36277
Job Openings by Title Investment Advisor
Location Switzerland
Description:
Position:	Investment Advisor

Company:	Bank or Investment Advisor

Location:	Switzerland

Job ID:		36277


Responsibilities:

- Main responsibility is to provide investment advice and solutions to UHNW and HNW clients based in region.
- Monitoring and analysing portfolios and providing high quality tailor-made investment advice to sophisticated and active private clients, based on their requirements and the company investment strategy.
- Active role as investment professional. Providing first class advice, asset allocation across all asset classes including direct equities, fixed income, hedge funds and structured products.
- Following developments in the financial markets to maintain an understanding of investment products as well as current and anticipated trends and how they affect the client portfolios.
- Unbiased and holistic business enabler for client solutions including cross-selling activities.
- Representative function and ambassador of Company and Advisory Solutions value proposition.
- Participation in client meetings.

Qualifications:

- In-depth knowledge and at least 10 years of professional experience in banking and financial markets.
- Excellent written and oral skills in both - English and Spanish; additional language skills in Portuguese and German are an advantage.
- Pronounced knowledge in all asset classes in a portfolio context with specific in-depth experience in fixed income investments across all credit segments.
- Further education in financial markets.
- Client and service oriented personality with excellent selling and presentation skills - attentive listener, ability to communicate complex subjects at different levels; efficient and independent working methods, self-assertion and high motivation.
- Excellent interpersonal skills, trustworthy team player, high level of drive and energy, making contribution with conviction and confidence.
- Profound knowledge of MS Office and Bloomberg.




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