Barkonsulting is specialized in the global search solutions for International Private Banks and Wealth Management Industry. Through a coverage of wide variety of Private Banks, Asset Management Firms, Family Offices and Fund Managers, Barkonsulting can offer tailored made search solutions.
For one of our clients, a Zurich based Private Bank, we are looking for a Investment Advisor Private Bank Zurich.
Job Description Summary
Senior UHNW Investment Advisor is responsible for covering a book of client investment portfolios, partnering with the Relationship Managers to deliver the Bank’s investment platform and specific solutions relevant and appropriate for the clients. The Investment Advisor is a client-facing role with the following main responsibilities:
- Providing clients with comprehensive overview of our CIO forecasts and opinions
- Presenting the investment platform across all asset classes and solutions
- Preparing pitch documents, client presentation materials and market analyses
- Analysing and selecting suitable investment solutions in line with client needs
- Providing investment advice to clients and managing their after-sales experience
- Executing client orders in capital markets in a timely and compliant manner
- Providing Portfolio analyses and Strategic Asset Allocation advice
- Responding to product related questions, issues and problems
Additional Job Description
Role Description
The Bank intends to hire a highly accomplished Investment Advisor to focus on cross-asset investment coverage of sophisticated UHNW clients and Family offices. The Advisor will work closely with Relationship Managers and Product specialists to provide UHNW/FO clients with a sophisticated service around asset allocation structure, capital markets, derivatives and structured solutions, including monitoring the portfolios’ risk metrics and any margin exposure. This individual will bring a distinguished track record in advising wealth management clients on tailored solutions and will have deep knowledge of investment related platform capabilities in the wealth management industry. The ideal candidate will understand capital markets across asset classes and be able to navigate the strategic and product landscape together with other stakeholders.
Responsibilities
- Partnering up with RMs to serve eligible clients with a specialised service suitable to their specific needs
- Act as point of contact for eligible clients’ that require access to a sophisticated Family Office service on OTC derivatives, Equities, FX, Credit and Rates, involving DAC service and product specialists as required
- Achieving individual Revenue and share of wallet targets, including supporting prospecting efforts of the RMs
- Collaborate closely with key internal partners, including Legal, Compliance, Risk, Asset Management, and the Investment Bank
- Understand and make sure to act in compliance with the Bank and regulatory policies, related to market risks, credit risks, operational risks and reputational risks.
Required Profile
- Proven track record of managing and advising clients on investment portfolios, across asset classes
- 7 or more years of relevant investment experience
- Fluent in delivering an economic outlook from both an investment strategist’s view (i.e., top down) and a manager’s view (i.e., bottom up)
- Good knowledge of Bloomberg and Microsoft office programs
- Detailed understanding of structured products and ability to advise on implementing a given strategy via individual components depending on the client’s profile
- Strong team player – willing and able to work under pressure, being able to prioritize tasks
- Works efficiently with precision even under pressure, using initiative and market experience to identify the best solution
- Positive, outgoing and open-minded personality
- Clear understanding of and respect for applicable legal and regulatory concepts, incl. cross-border frameworks and requisite local requirements
- Strong communication skills (verbally and in written) in German and English. Other languages are beneficial, considering exposure to clients from across Europe International regions
- Ability to introduce existing client relationships considered a plus