pSenior Investment Consultant bei Bank J. Safra Sarasin gesucht. Nutze Deine Expertise in einem dynamischen Umfeld. /ph3Aufgaben /h3ulliIndividuelle Multi-Asset-Investmentberatung für UHNWI-Kunden. /liliPortfolio-Konstruktion und Überwachung von Investitionen. /liliRegelmäßige Kundeninteraktion und Marktanalysen durchführen. /li /ulh3Fähigkeiten /h3ulliMasterabschluss in Finanzwesen oder vergleichbar; CFA von Vorteil. /liliErfahrung in privater Anlageberatung und Finanzinstrumenten. /liliStarke Kommunikations- und Präsentationsfähigkeiten. /li /ulh3Your Role /h3As 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.h3Your Responsibilities /h3ulliProvide tailor-made multi-asset-class investment advice to UHNWI clients, Family Offices and sophisticated Private Banking customers across different regions /liliConstruct and monitor investment portfolios, advising on asset allocation and strategic / tactical investments across all asset classes /liliMaintain regular client interaction via phone, email, and physical meetings /liliAnalyze financial markets to develop and monitor client investment strategies /liliWork with the global Investment Consulting team to initiate investment ideas and engage with Private Banking teams to grow the investment consulting business /li /ulh3Your Profile /h3ulliMaster’s degree in business / finance or a related field; CFA is a plus /liliMinimum 10 years of client-facing experience in a senior investment advisory function within the private banking industry /liliIn-depth knowledge of financial instruments across all asset classes /liliKnowledge in Regulatory Framework (MiFID, etc.) /liliProficiency in Excel, PowerPoint, and Bloomberg; experience with Avaloq is preferred /liliStrong communication and presentation skills, flexibility, reliability, and the ability to work under pressure /liliExcellent English (written and spoken) is mandatory; additional languages are appreciated /li /ulh3Your Benefits /h3ulliEntrepreneurial spirit in a family owned bank /liliCentral city office locations across Switzerland /liliAbove average insurance coverage fully borne by the bank /liliContribution to health insurance and meal allowance /liliGlobal growth strategy and stable environment /liliCompetitive offering /li /ulh3About us /h3As a leading sustainable private bank, we offer dynamic and personalized services in investment advisory and asset management for private and institutional clients.Our 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.br/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 success.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. #J-18808-Ljbffr
Senior Investment Consultant in Genève Arbeitgeber: Bank J. Safra Sarasin AG
Die Bank J. Safra Sarasin AG ist ein hervorragender Arbeitgeber, der seinen Mitarbeitern in der Schweiz ein dynamisches und unterstützendes Arbeitsumfeld bietet. Mit einem starken Fokus auf persönliche Entwicklung und Weiterbildungsmöglichkeiten fördert das Unternehmen eine Kultur der Zusammenarbeit und Innovation, während es gleichzeitig die Vorteile eines familiengeführten Unternehmens nutzt, um eine ausgewogene Work-Life-Balance zu gewährleisten.
