Investment Solution Advisor

J. Safra Sarasin Group; Genf; Hybrid; CHF 140.000 - 190.000; Vollzeit

Benefits dieser Stelle

Insurance coverage

Health insurance contribution

Meal allowance

Zusammenfassung

J. Safra Sarasin Group seeks an Investment Solution Advisor to partner with Client Relationship Managers across Switzerland to sharpen client portfolios and implement tailored investment strategies.

You will analyse books, identify opportunities, and drive proposals with the front office. We value a minimum of six years in private banking or asset management, a university degree in finance or economics, and certifications such as CFA/CAIA/CMT.

Qualifikationen

• Minimum 6 years of professional experience in private banking, wealth, or asset management in a role as an investment specialist or advisor.
• Strong portfolio analysis skills across asset classes and SAA/TAA construction.
• Knowledge of private markets and discretionary mandate solutions.

Aufgaben

• Analyse multi-asset portfolios to drive optimization and enhance diversification.
• Translate CIO/Research views into tailored SPS proposals for clients.
• Run structured conversion initiatives across discretionary mandates, mutual funds, and private markets.

Kenntnisse

Portfolio analysis

SAA/TAA construction

Bloomberg

Excel

Edgelab

Interpersonal skills

Presentation skills

English fluency

German or French proficiency

Ausbildung

University degree in finance or economics

CFA/CAIA/CMT certification

Tools

Bloomberg

Edgelab

Excel

Jobbeschreibung

As Investment Solution Advisor you partner with Client Relationship Managers (CRMs) across a defined location to sharpen and improve client portfolios. You analyse books, identify concrete opportunities, build institutional-quality proposals, and drive their implementation together with the front office.

Your Responsibilities

• Analyse multi-asset portfolios to drive optimization through strategic mandate and fund switches, alternative investment integration, and enhanced risk-adjusted diversification
• Translate the CIO and Research view into portfolio-specific recommendations and build tailored Strategic Portfolio Solutions (SPS) proposals for our clients
• Run structured conversion initiatives across discretionary mandates, mutual funds and private markets, in close collaboration with the front office.
• Combine your own strategic initiative to build your opportunity pipeline with the team’s overall strategic approach
• Build and maintain a strong CRM network, strengthening trust in our in-house solutions, and incorporating customer feedback into our offerings

Your Profile

• At least 6 years of professional experience in private banking, wealth or asset management, in a role as an investment specialist, advisor, portfolio management or investment consultant
• University degree in finance, economics or a related field. CFA, CMT or CAIA certification is a plus
• Strong portfolio analysis skills across different asset classes (SAA/TAA construction); ability to identify gaps in the portfolio and propose measures for improvement
• Sound knowledge of private markets, alternative investments and discretionary mandate 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 strong advantage
• Charismatic personality wit excellent interpersonal, communication and presentation skills, combined with a hands-on approach
• Fluent in English; fluent in German or French, depending on the location
• Entrepreneurial spirit in a family owned bank
• Central city office locations across Switzerland
• Above average insurance coverage fully borne by the bank
• Contribution to health insurance and meal allowance
• Global growth strategy and stable environment
• Competitive offering

About us

As a leading sustainable private bank, we offer dynamic and personalized services in investment advisory and asset management for private and institutional clients. Our success depends on the enthusiasm and commitment of our employees and we value each person with their unique technical expertise, professional qualifications and social skills.
We are successfully operating for more than 180 years across 30 locations worldwide and offer our employees the chance to be a part of our success. Our employees are our most valuable asset, we are proud of our unique culture that fosters entrepreneurship and is fueled by a high team spirit andthe positive attitude of each individual. Join our international team and be part of the next chapter of the J. Safra Sarasin Group.