Investment Solution Advisor

Your role

As an Investment Solution Advisor, you will work closely with Client Relationship Managers (CRMs) at various locations to optimize and enhance client portfolios. You will analyze financial statements, identify specific opportunities, prepare institutional proposals, and drive their implementation in collaboration with the front office.

Your tasks

• Analyze multi-asset portfolios to optimize them through strategic mandates and fund switches, the integration of alternative investments, and improved risk-adjusted diversification
• Translate the CIO's and research team's insights into portfolio-specific recommendations and create customized Strategic Portfolio Solutions (SPS) proposals for our clients
• Carry out structured transformation initiatives covering discretionary mandates, investment funds, and private markets, in close collaboration with the front office
• Combine your own strategic initiatives for building your opportunity pipeline with the team's overall strategic approach
• Build a strong CRM network, strengthen trust in our in-house solutions, and incorporate customer feedback into our offerings

Your profile

• At least 6 years of professional experience in the private banking, wealth management, or asset management industry, in a role as an investment specialist, advisor, portfolio manager, or investment advisor
• A college degree in finance, economics, or a related field; CFA, CMT, or CAIA certification is a plus
• Strong skills in portfolio analysis across various asset classes (SAA/TAA construction); ability to identify gaps in the portfolio and propose measures for improvement
• Solid knowledge of private markets, alternative investments, and discretionary investment management solutions
• Proficiency in using portfolio analysis tools; knowledge of Bloomberg and advanced Excel skills are required; knowledge of Edgelab or a comparable portfolio construction tool is a plus
• A charismatic individual with excellent interpersonal, communication, and presentation skills, combined with a hands-on approach
• Fluent in English; fluent in German or French, depending on the location

Your advantages

• Entrepreneurial spirit in a family-run bank
• Central office locations in cities in Switzerland
• Above-average insurance coverage, fully covered by the bank
• Contribution to health insurance and meal allowance
• Global growth strategy and stable environment
• Competitive offer