Michael Page Suisse

★★★★★

Investment advisor

New 11 July Kanton Zürich, Zürich Perm

Our client is a European Wealthmanager with an Office in Zurich.

Representative function and ambassador of the value proposition: Monitor and analyzeanalyze portfolios and provide proactively best-in-class advice to sophisticated clients based on their objectives and the investment strategy.Develop tailor-made solutions and make recommendations on both the asset allocation and single instruments including equities, fixed income, alternatives and derivatives and structured productsKey interface function between the front desk and the CIOCIO office, providing active support to the RM'sRM's in client acquisition and retention. Offer direct support to the CIOCIO in the enhancement of the investment processes and product offeringHave a keen interest in developments in the financial markets to uncover valuable investment opportunities and to maintain a deep understanding of current and anticipated macroeconomic trends and how they affect the client's portfolioComply with the applicable guidelines and standards and carry out important risk management tasks. Ensure prompt and careful execution of client queries and orders.

Our client is a European Wealthmanager with an Office in Zurich.

Investment Advisor to support the CIO's mission.

University degree, CFA or CIIA desirableA minimum of 5-10 years of client facing experience in either investment advisory or portfolio management within a multi-asset contextIn-depth knowledge of financial products across all asset classes and passion for financial marketsStrong client relationship skills and ability to understand client investment needsAbility to develop and present investment ideas and decisions to sophisticated clientsDutch speaking, English is a must, German and other languages a plusDedicated, self-motivated, pro-active and reliable team-player

Competitive package