Senior Investment Advisor, Assets - Zurich

  • Job Reference: 46339/001
  • Date Posted: 25 January 2023
  • Website: https://www.ap-executive.com/
  • Location: Zurich
  • Salary: On Application
  • Bonus/Benefits: Negotiable
  • Sector: Banking & Financial Services, Call Centre / Customer Service, Consulting & Corporate Strategy, Sales & Marketing, Corporate Services
  • Job Type: Permanent

Job Description

A large international private bank is looking to hire an experience investment advisor for its Zurich office. To qualify for this role, you need to have gained a minimum of 3 years experience in advising clients regarding investment portfolios in various asset classes.
You will be the single point of contact for relationship management and for investment solutions and client end to end support. You must have a very broad knowledge of investment proposals and structuring portfolios according to clients needs and providing reliable advice for investments.
As an investment advisor you will also host meetings, conferences and keep updated with current market trends. Active participation as a product expert in internal and external events for client advisory solutions.
A very good understanding of financial markets, investment advisory processes, solid skills in capital markets and economics.
Educationally you should have completed the CFA level III or equivalent qualification. Professional communication skills in German and English is essential.

For further information, please send your current cv to pavel.lebedev@ap-executive.com with reference 46339 in the email subject line.

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