Investment Analyst specializing for Asia-Pacific region

ARI Financial Group is a boutique financial firm specializing in advanced life insurance concepts and Premium Financing services designed to help grow and conserve wealth through customized solutions, personalized service, and creative planning. From the design of your financial strategy to the implementation and annual review of your policy, ARI Financial Group’s dedicated team of professionals is here to offer you premier service.

ARI Financial Group Switzerland is looking for a permanent employee to take over a position as Investment Analyst specializing for Asia-Pacific to join our team. We are a sophisticated boutique firm that focuses exclusively on leveraged insurance strategies for ultra-high net worth individuals, families and business owners. The work culture of the firm promotes collaboration, professional growth and commitment to providing exceptional client service. Entrepreneurial opportunity for the right person who wants to be part of a team that is in growth mode both domestically and internationally. 

Job responsibilities include but not limited to:

• Customizing insurance investment solutions for high-net-worth individuals and families from Asia Pacific Regions. 
• Strategy Analysing in multiple asset classes in collaboration with the Sale Team and Insurance Team. 
• Delivering investment advisory portfolios for Asia-Pacific clients.
• Analysing the risks of complex investment portfolios and hedging programs under the supervisor of Sales Manager. 
• Reviewing hedging programs to determine if the hedges are in conformance with each company’s derivative use policy and determine the effectiveness of the hedge program.
• Assisting Advisors and Sales team with carrier and product information, current dividend rates/capacity limits. 
• Developing macroeconomic and geopolitical strategy for Asia-Pacific regions.
• Responding in a timely manner (meeting company service levels) for all service and sales requests. 
• Working with the sales team based in Zurich by running life illustrations and case design in a timely manner.
• Assisting with in-forced portfolio presentations by working with the advisors and the in-forced team.

Academic background and professional experience requirements:

• Graduation from an accredited four-year college or university with a degree in insurance, business management, banking, or finance.
• At least three years of professional experience as an investment analyst or portfolio management specialist in Europe and Asia-Pacific regions.
• Excellent written and oral communications in English, any Asian languages are advantageous but not mandatory. 
• Critical Thinking – Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems. 
• Judgment and Decision-Making / Considering the relative costs and benefits of potential actions to choose the most appropriate one. 
• Strong network in insurance and banking sectors with Asia-pacific clients. 
• Excellent skill in operational assessment for clients. 

Basic Requirements:

• Self-Motivated, possesses good problem-solving skills.
• Ability to multi-task and work requests to completion.
• Candidate must demonstrate strong willingness to learn.
• Ability to execute tasks in a timely manner.

Ari Financial Group Sàrl
Gartenstrasse 17
8002 Zurich