Investment Advisor, Latin America, based in Zurich, Full-time (f/m/d)

Tasks

The tasks include:

• Strategic Investment Consulting and Portfolio Analysis
• Customer Engagement and Presentation Excellence
• Trade Execution and Transactional Responsibility
• Customer Service
• Market intelligence and continuous development

Tasks in detail

The specific tasks are:

• Preparation of customized investment proposals and portfolio analyses
• Conducting in-depth portfolio reviews and preparing analytical reports
• Research, development, and evaluation of innovative investment solutions and portfolio construction methods
• Contribution to idea generation, thematic research, and regional investment recommendations
• Serving as a trusted investment advisor for clients
• Development and delivery of high-quality, insight-driven presentations
• Collaborating with relationship managers to develop customized investment strategies
• Assuming responsibility for the end-to-end processing of trading transactions
• Provision of high-quality operational and administrative support
• Maintaining accurate records of customer interactions, investment portfolios, and transaction histories
• Regular updates on global market trends, investment themes, product innovations, and relevant regulatory changes

Requirements

The requirements are:

• A degree in banking, finance, business administration, economics, or a related field
• CFA charter (or equivalent) or registration for one of the CFA exams is preferred
• CMIA mount preferred
• Excellent professional proficiency in English, as well as Spanish and/or Portuguese (fluent to native-level)
• 3–10 years of relevant professional experience in investment advisory, private banking, or a similar financial services sector
• Entrepreneurial mindset, proactive, self-motivated, and able to act independently
• Strong analytical and conceptual skills, with the ability to efficiently interpret complex financial information
• Excellent communication, interpersonal, and presentation skills
• A customer-focused approach with a commitment to delivering high-quality services
• Methodical, detail-oriented, and able to handle pressure; capable of meeting tight deadlines without compromising accuracy

We offer

No information available.