Investment Advisor

Finders SA
Zurich, Switzerland
10 Jan 2021
22 Jan 2021
Industry Sector
Finance - General
Employment Type
Full Time
LatAm Investment Counselor


Headquartered in Switzerland, this is a leading and long-established private bank which offers a dynamic, pioneering and entrepreneurial approach for like-minded high flyers. Excellent global presence and a leader on the private banking LATAM markets. They offer a very wide range of products and services. to their HNW and UHNW client base. As an employer, they have an extremely flexible and stimulating working environment where you are visible and very close to the Business.


Are you an experienced investment advisor/investment counsellor with 4 to 5 years' + experience advising private clients across Latin America and looking for a more flexible and dynamic working environment as part of a leading private bank? This could be "just the job" and the fresh new year challenge you've been waiting for!

Sitting with the Business, you will work closely with your counter-parts in Geneva and support bankers across the 3 Swiss offices (the majority of bankers being based in Zurich for the LATAM markets). An excellent platform and good support.

Your task will include, but not limited to:
  • Develop a close collaboration with the bankers, ensuring a high availability for client meetings and implement advisory mandates booked locally
  • Serve as main point of contact for the bankers on all investment matters
  • Provide investment advice and solutions to the bankers and their clients on global products including fixed income instruments, equities, funds, hedge funds, derivatives and structured products
  • Working primarily on non-discretionary mandates, you will also assist the bankers in sourcing discretionary mandates where appropriate
  • Proactively conduct book reviews and portfolio analysis & health checks with the bankers and agree on actions to close gaps, leading to reduced risks and higher client activity
  • Spot client opportunities and source/share investment/product ideas - open architecture (revenues targets rather than NNM)
  • Support on Suitability & Appropriateness aspects

  • Fluent Portuguese and Spanish - both a MUST
  • 4-5 years+ active advisor or portfolio management experience for private clients on the LATAM markets
  • Your experience could come from private banking, investment management or equivalent
  • Strong asset class experience as a generalist and proven track record in coming up with investment ideas and helping to pitch/close investment deals
  • Used to working to targets
  • CFA or equivalent an asset
  • A flexible, "muck in", autonomous team player attitude with excellent influencing/communication skills and able to build credibility with the Business
  • Happy to travel (when conditions allow)
  • Possibility to have flexible working hours/perhaps work also at 80% although this is a very busy job with a large caseload
  • Committed to being based in Zurich or willing to relocate
  • Eligible or in possession of a valid Swiss work permit
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