Director/Vice President, Investment Consultant, Global Bulge Bracket Bank, Zurich

Mandate Status: 
Completed
Mandate Code: 
CIZ012/13/10
- Global Wealth Manager looking to strengthen their Emerging Market focused Zurich team and hire a Russian-speaking Investment Consultant
- Opportunity for direct responsibility over a sizeable portfolio with a view of maximizing return on investment

Requirements: 

  • University degree in economics / finance / banking or equivalent
  • Holder of CFA or equivalent
  • EU and Swiss citizenship is mandatory
  • At least 7 years of experience, ideally as a Portfolio Manager at a Multi Asset Management firm
  • In-depth knowledge on fixed income, structured products, options and futures, funds, alternatives and commodities
  • Broad knowledge of equity selection with proven selection and / or management process
  • Ability to analyse products with a view to improve trading revenues, return on investment for clients and upgrade accounts
  • Good understanding of asset allocation requirements
  • An organised approach to work and a high level of attention to detail
  • Fluency in Russian is mandatory

Responsibilities: 

  • Work alongside HNW and UHNW Relationship Managers to identify appropriate investment strategies tailored to client needs in order to generate new business and add value to existing client portfolios
  • Independently manage a sizeable portfolio in a view of maximizing return on investment
  • Actively contribute to the investment ideas of the Wealth Management team
  • Have ownership of tactical and strategic investment ideas
  • Present and communicate portfolio recommendations to Relationship Managers and clients
  • Build and promote the investment advisory offering inside the bank and with prospects
  • Maintain close working relationships with in-house and external experts, investment platforms and product specialists to ensure client insights and market intelligence are reflected in portfolios