Investment Consultant
Zürich, Switzerland
Job Description
Your Role
As Investment Consultant at Bank J. Safra Sarasin you are a dynamic investment professional with multiple years of experience in cross-asset investment advisory & sales and provide sophisticated Private Banking clients with investment advice and portfolio analysis services.
Your Responsibilities
- Provide high quality tailor-made investment advice to Family Offices, UHNWI clients and sophisticated Private Banking customers across different regions
- Construct and monitor investment portfolios, advising clients on their asset allocation, strategic & tactical investments across all asset classes
- Follow and analyze financial markets to initiate investment ideas, cooperating with internal investment specialists
- Manage and develop own client book in collaboration with Client Relationship Managers
- Execute trades across all asset classes
- University degree in business, finance or a relevant field or completed apprenticeship with similar banking education
- Higher financial education (CFA/AZEK) would be advantageous
- 5-10 years of practical experience in the field of client-facing investment advisory, sales and/or asset management
- In-depth knowledge of financial instruments across all asset classes
- Strong knowledge in Excel, Power-Point and Bloomberg
- Hands-on mentality and ability to work under pressure
- Excellent communication and presentation skills
- Fluency in English; fluency in other languages is a plus
Entrepreneurial spirit in a family owned bank
Central city office locations across Switzerland
Above average insurance coverage fully borne by the bank
Contribution to health insurance and meal allowance
Global growth strategy and stable environment
Competitive offering
About us
As a leading sustainable private bank, we offer dynamic and personalized services in investment advisory and asset management for private and institutional success depends on the enthusiasm and commitment of our employees and we value each person with their unique technical expertise, professional qualifications and social skills.
We are successfully operating for more than 180 years across 30 locations worldwide and offer our employees the chance to be a part of our employees are our most valuable asset, we are proud of our unique culture that fosters entrepreneurship and is fueled by a high team spirit andthe positive attitude of each individual. Join our international team and be part of the next chapter of the J. Safra Sarasin Group. jidd47cf02a jit0623a jiy25a
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Job Detail
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Job IdJD1660063
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationZürich, Switzerland
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EducationNot mentioned