About Our Client Our client is an international private bank well established in Switzerland and other international financial places.
Job Description
Joining the Advisory & Portfolio Management department;
Supporting Senior Advisors and Private Bankers in the day‑to‑day management of client relationships and advisory activities;
Coordination and tracking of investment orders and execution processes;
Assistance with preparing investment proposals, portfolio reviews, and client presentations;
Monitoring of portfolios, asset allocation, investment performance, and cash management activities;
Ensuring accurate tracking of transactions, documentation, and internal processes;
Participation in staffing the advisory desk, including planned market and customer monitoring;
Conducting market research on various asset classes and investment themes;
Assistance with investment selection and analysis;
Providing ideas and recommendations for potential investment opportunities;
Monitoring of financial markets, macroeconomic developments, and investment trends;
Maintenance and updating of the advisory portfolio universe, watchlists, and reporting tools;
Assisting with the preparation of investment publications, market commentary, and marketing materials;
Support in the development of internal investment presentations and client communication materials;
Reporting to the clients and the Management;
Participation to the day‑to‑day in the office.
The Successful Applicant
Graduated in Finance, Economy or Management;
3‑5 years of experience in a similar advisory role in wealth management, private banking, investment advisory in Switzerland;
Very good level on multi‑asset classes for direct and indirect investments;
Good commands in MS Office, banking softwares and IA tools;
Very good language skills in French and in English;
Client orientation and sense of advisory;
Rigorous, organised, dynamic and professional;
Sense of confidentiality.
What's on Offer Our client offers a 100% permanent within an international, dynamic and human‑sized working environment.
Contact Quote job ref: JN‑072026‑7060265
#J-18808-Ljbffr
Job Description
Joining the Advisory & Portfolio Management department;
Supporting Senior Advisors and Private Bankers in the day‑to‑day management of client relationships and advisory activities;
Coordination and tracking of investment orders and execution processes;
Assistance with preparing investment proposals, portfolio reviews, and client presentations;
Monitoring of portfolios, asset allocation, investment performance, and cash management activities;
Ensuring accurate tracking of transactions, documentation, and internal processes;
Participation in staffing the advisory desk, including planned market and customer monitoring;
Conducting market research on various asset classes and investment themes;
Assistance with investment selection and analysis;
Providing ideas and recommendations for potential investment opportunities;
Monitoring of financial markets, macroeconomic developments, and investment trends;
Maintenance and updating of the advisory portfolio universe, watchlists, and reporting tools;
Assisting with the preparation of investment publications, market commentary, and marketing materials;
Support in the development of internal investment presentations and client communication materials;
Reporting to the clients and the Management;
Participation to the day‑to‑day in the office.
The Successful Applicant
Graduated in Finance, Economy or Management;
3‑5 years of experience in a similar advisory role in wealth management, private banking, investment advisory in Switzerland;
Very good level on multi‑asset classes for direct and indirect investments;
Good commands in MS Office, banking softwares and IA tools;
Very good language skills in French and in English;
Client orientation and sense of advisory;
Rigorous, organised, dynamic and professional;
Sense of confidentiality.
What's on Offer Our client offers a 100% permanent within an international, dynamic and human‑sized working environment.
Contact Quote job ref: JN‑072026‑7060265
#J-18808-Ljbffr
Multi-Asset Investment Advisor FR / ENG 100% (m / f) Arbeitgeber: Michael Page
Michael Page ist ein hervorragender Arbeitgeber, der seinen Mitarbeitern in Zürich nicht nur ein attraktives Vergütungspaket bietet, sondern auch ein dynamisches und internationales Arbeitsumfeld, das die persönliche und berufliche Weiterentwicklung fördert. Die Unternehmenskultur legt großen Wert auf Teamarbeit und Vielfalt, was es den Mitarbeitern ermöglicht, ihre Fähigkeiten in der Vermögensverwaltung optimal einzubringen und zu erweitern, während sie bedeutende Beziehungen zu wohlhabenden Kunden aus der Golfregion aufbauen.
