Junior Investment Advisor (English & Spanish)
- Employer
- Brodard Executive Search
- Location
- Zurich, Switzerland
- Salary
- TBD
- Closing date
- May 8, 2021
View more
- Job Function
- Wealth Management
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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Your Responsibilities
Your Profile
Only short listed candidates will be contacted. Many thanks for your understanding.
- 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.
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