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Senior Investment Advisor - Zurich

Senior Investment Advisor - Zurich

FINDERS SAZürich, CH
Vor 23 Tagen
Stellenbeschreibung

Job Description : Senior Investment Advisor

Location : Zurich, Switzerland

Department : Asset Management

About the Role :

Our client, a prominent asset management firm in Zurich, is seeking a seasoned Senior Investment Advisor to design and implement bespoke investment strategies for high-net-worth clients. This role requires fluency in Russian and English, with French proficiency as a plus. The ideal candidate is a dynamic, client-centric professional with extensive knowledge of global financial markets and a focus on delivering superior, tailored investment advice.

Responsibilities :

  • Tailored Investment Strategies : Develop customized investment solutions aligned with client needs, including asset allocation and portfolio construction.
  • Client Advisory : Provide ongoing expert advice across asset classes, such as equities, fixed income, structured products, and alternatives.
  • Collaborative Engagement : Work closely with Client Relationship Managers and other specialists to leverage insights for new product development.
  • Portfolio Management : Regularly review and adjust portfolios based on market conditions, risk profiles, and investment objectives.
  • Market Analysis : Conduct thorough analyses of global markets to offer timely and relevant investment insights.
  • Compliance and Risk Management : Ensure adherence to all regulatory requirements, maintaining integrity and professionalism.
  • New Business Development : Identify opportunities to expand client relationships and drive profitability.

Qualifications :

  • Education : University degree in Finance, Economics, or a related field; CFA / CAIA preferred.
  • Experience : 8+ years in investment advisory or portfolio management, with a focus on high-net-worth clients; experience with Eastern European clients is advantageous.
  • Technical Skills : Proficient in asset allocation, financial instruments, derivatives, and structured products; skilled in Bloomberg and MS Office, particularly Excel and PowerPoint.
  • Languages : Fluent in Russian and English; proficiency in French or other languages is advantageous.
  • Client-Centric : Strong relationship-building skills with a focus on client-specific solutions.

    • If you meet these qualifications and are motivated to shape the financial futures of high-net-worth clients, we'd love to hear from you.