Are you ready to join a fast-growing, dynamic, and internationally Private Bank in Zurich? We are looking for an Investment Advisor to join our Eastern Europe Team in Zurich. The Investment Advisor is responsible for delivering tailored investment advice and portfolio strategies to high-net-worth and ultra-high-net-worth individuals. Working closely with Relationship Managers (RMs), the IA ensures client receive comprehensive, risk-appropriate investment solutions aligned with their goals, profile, and the Bank’s values.
Main responsibilities:
• Analyze portfolios and provide customized investment advice based on clients’ objectives, risk appetite, and market conditions.
• Construct and optimize investment portfolios using a broad range of the Bank’s Preferred Investment Universe asset classes and the Bank’s products and services.
• Conduct regular portfolio reviews, provide rebalancing recommendations, and monitor performance.
• Act as the trusted investment contact for existing clients, in partnership with RMs:
Present investment strategies clearly and transparently, including expected returns, risks, and associated costs.
Manage direct client relationships on investment topics with full autonomy, review clients’ risk appetite (Client Account Risk Profile (CARP), K&E), and execute transactions with pre-trade controls (investor protection).
• Support the deepening of client relationships and enhance retention through proactive investment insights, as well as promote discretionary portfolio management services.
• Assist in client meetings, prepare proposals, and contribute to the acquisition and onboarding of new clients, as well as to business retention.
• Stay abreast of macroeconomic trends, financial markets, and geopolitical developments.
• Work closely with internal teams; Investment Management, Tax, Wealth Planning, Legal, etc. to align with the Bank’s investment strategy and core values.
• Promote and explain investment products to RMs and relevant target advisory client groups.
• Ensure full compliance with Swiss and foreign regulatory frameworks.
Requirements:
University degree in finance, economics, or a related field.
Perfectly fluent in English and Russian ; any additional language skills are an asset.
At least 5 years of experience in a similar position in private banking or at a financial institution.
CFA, CIIA, CWMA, or a similar certification is a strong asset.
Strong knowledge of investment products and the ability to execute trades in equities, derivatives, fixed income, bonds, warrants, and mutual funds (multi-asset).
Strong communication and interpersonal skills, client focus, reliability, flexibility, and stress resilience.
Good command of the MS Office suite, portfolio analysis tools, and banking software.
Ability to work in an agile organization.
Start: asap
Location: Zurich
