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Investment Advisor

Zurich, Switzerland
Closing date
Feb 15, 2023

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Job Function
Investment Advisor/Consultant
Industry Sector
Finance - General
Employment Type
Full Time
Your profile:

• Master Degree in Banking or Finance or equivalent. EFPA, CFA, CAIA or similar would be an advantage
• Strong skills in financial communication with clients, written and spoken
• Good knowledge in markets, investment vehicles, risk allocation and profiles
• Willingness and ability to work against deadlines with the highest degree of accuracy
• Combine persuasive social and problem solving skills with a high service orientation, discipline and high quality mind-set
• Highly self-motivated, open-minded, quick learner, and well organized person, with an excellent time management
• Reliable team player with sense of responsibility and the ability to adapt to changing demands
• A minimum of 7 years of experience in the Private Banking, Portfolio Management, Investment advisor or similar
• Experience in portfolio construction, risk management, asset allocation, security selection, Funds analysis, etc. will be positively valued.
• Proficient knowledge of the MS Office package (Excel, PowerPoint, access)
• Fluent in Spanish and English, (other languages are a plus)

BBVA in Switzerland is the only bank in the BBVA Group devoted exclusively to Private Banking. As part of a global financial group that is heading banking transformation worldwide, we combine experience and soundness with new-era innovative spirit. We are wherever our clients are, Creating Opportunities and committed to banking of the future. We provide the best financial advisory and wealth diversification options by investing in global financial markets.

BBVA is a Spanish bank and in Switzerland our offices are located in Zürich. Immediately or by agreement, we are looking for a person as

Investment Advisor

Being a link between the Markets Department and the RMs by providing efficient and ongoing investment advice & assistance to the Bank customers', and assist RMs with ad-hoc investment proposals, asset allocation, risk analysis, and overall portfolio monitoring.

Functions (duties and responsibilities):
• Monitor client portfolios: deviations from model portfolios, alignment with Strategic & Tactical asset allocations, risk limit violations, performance analysis (individual, by investment profile, deviation from model portfolios), and compliance with all relevant regulations.
• Develop ad hoc investment ideas and "market warnings", identify target positions and/or Customers and stablish a commercial campaign
• Direct contact with customers in order to asses portfolio's evolution, market positioning & investment opportunities
• Occasional travel with RMs to visit key customers & Prospects
• Continuous contact with BBVA SA markets department & BBVA Global Wealth in order to asses bank's market view (both long term & short term)
• Create investment proposals to clients and prospect clients based on their risk profiles and our market view
• Weekly summary of the macroeconomic publications and main news
• Use of the e-banking platform to send the proposals directly to the client
• Execute the approved proposals in e-banking
• Use of Bloomberg for the creation of list of bonds, research of securities and general information to respond to our client's needs
• Back up to our team mates when they are out of the office
• Alignment with the Bank's digitalization strategy
• Analysis of the performance of the advisory accounts as well as the asset allocation
• Implement the advisory strategies of BBVA and the countries regulations

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