Senior Investment Counsellor
As a member of the Local Investment Advisory Team Zurich, you will be responsible for the advice of investment solutions to clients and prospects with a focus on Eastern Europe, with the primary objective of partnering with Private Banking Client Relationship Officers (CROs) to offer appropriate investment solutions, both discretionary and advisory, and attracting/enhancing client relationships and profitability.
Main responsibilities
- Responsibilities include but will not be limited to: Working directly with clients and partnering with Client Relationship Officers, being accountable for assessing investment needs based on risk profile, developing a comprehensive investment strategy, coordinating sales and execution against that strategy, and monitoring performance and appropriateness of the client’s overall investment portfolio.
- Create tailor made investment proposals across different markets with appropriate products and services, adjusting portfolios to client’s risk appetite, needs and market conditions
- Create and maintain model portfolios in close collaboration with the CIO Office
- Observe and analyse financial markets to monitor and develop client’s investment strategies
- Be proactive and in regular contact with clients and Client Relationship Officers to inform them of the markets and portfolio evolution as well as Bank’s investment ideas and opportunities.
- Provide input and support for the development of new business initiatives and product enhancement.
- Promote discretionary mandates to increase penetration.
- Contribute to the increase of client share of wallet
- Comply with all internal and external regulations and procedures
- Participate and provide input to any Bank’s initiatives if needed
- Responsibility for specific projects and administrative tasks
Skills and experience
- University degree in economics or finance, or comparable qualifications (CFA, AZEK etc)
- Minimum 5 years client-facing experience in investment advisory or portfolio management; brokerage or institutional sales function useful
- Passion for financial markets
- Strong knowledge of financial instruments across all asset classes, ESG and Alternatives a plus
- Able to establish close and trusted relationships with CROs and clients
- Ability to build and maintain networks with internal stake holders, collaborate across teams
- Excellent verbal and written communication skills in Russian and English, any additional language appreciated
- Entrepreneurial mindset and ability to work under pressure
- Results oriented with ability to proactively and independently solve problems
- Sound judgement, keen sense of urgency and high level of professional and personal integrity
- Very good communication and presentation skills
- Excellent knowledge in MS Office and Bloomberg