Junior Investment Advisor (English & Spanish)

Recruiter
Brodard Executive Search
Location
Zurich, Switzerland
Salary
TBD
Posted
25 Mar 2021
Closes
24 Apr 2021
Ref
10613109
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Your Responsibilities
  • Execution of client orders through the appropriate channels
  • Trade reconciliation with custodians
  • Generation of investment ideas (Stocks, Bonds, FX, etc.)
  • Portfolio management of delegated discretionary mandates
  • Distribution of investment content
  • Contribution to the list of recommended Funds, Equities and Bonds
  • Supporting role in modelling portfolios, product approvals and more


Your Profile
  • Relevant educational background in Finance, Economics or Business Administration
  • Few years of experience within a similar role
  • CFA, CAIA would be a plus
  • High proficiency in MS Office, Bloomberg would be advantageous
  • Business fluency in English and Spanish, German would be advantageous

Only short listed candidates will be contacted. Many thanks for your understanding.