Description
Senior Investment Consultant #
- Geneva, CH; Zurich, CH
- Full-time
- Unlimited
Your Role ###
As a Senior Investment Consultant at Bank J. Safra Sarasin, you will act as the expert investment voice trusted by our advisory clients. Engaging with them directly, you will transform market insights into robust portfolio decisions, driving outcomes from the initial proposal through to regular comprehensive performance reviews.
Your Responsibilities ###
- Provide tailor-made multi-asset-class investment advice to UHNWI clients, Family Offices and sophisticated Private Banking customers across different regions
- Construct and monitor investment portfolios, advising on asset allocation and strategic / tactical investments across all asset classes
- Maintain regular client interaction via phone, email, and physical meetings
- Analyze financial markets to develop and monitor client investment strategies
- Work with the global Investment Consulting team to initiate investment ideas and engage with Private Banking teams to grow the investment consulting business
Your Profile ###
- Master-s degree in business / finance or a related field; CFA is a plus
- Minimum 10 years of client-facing experience in a senior investment advisory function within the private banking industry
- In-depth knowledge of financial instruments across all asset classes
- Knowledge in Regulatory Framework (MiFID, etc.)
- Proficiency in Excel, PowerPoint, and Bloomberg; experience with Avaloq is preferred
- Strong communication and presentation skills, flexibility, reliability, and the ability to work under pressure
- Excellent English (written and spoken) is mandatory; additional languages are appreciated
Your Benefits ###
- 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