Senior Investment Consultant

Bank J. Safra Sarasin AG; Genf; Vor Ort; CHF 180.000 - 240.000; Vollzeit

Benefits dieser Stelle

Insurance coverage fully borne by the:

Health insurance contribution

Meal allowance

Global growth strategy

Zusammenfassung

Bank J. Safra Sarasin AG is seeking a Senior Investment Consultant to provide expert multi-asset investment advice to UHNW clients and Family Offices across regions.

You will construct and monitor portfolios, advise on asset allocation, and interact with clients by phone, email, and in person. You will work with the global Investment Consulting team to spark ideas and support Private Banking growth, leveraging deep market insights and regulatory knowledge (MiFID).

Qualifikationen

• Master’s degree in business/finance or related field.
• CFA is a plus.
• 10+ years of client-facing experience in senior investment advisory within private banking.

Aufgaben

• Provide tailor-made multi-asset-class investment advice to UHNW clients, Family Offices and sophisticated Private Banking customers across regions.
• Construct and monitor investment portfolios, advising on asset allocation and strategic/tactical investments across all asset classes.
• Maintain regular client interaction via phone, email, and meetings.
• Analyze financial markets to develop and monitor client investment strategies.
• Collaborate with global Investment Consulting team to generate ideas and engage with Private Banking teams.

Kenntnisse

Excel

PowerPoint

English (written and spoken)

Communication

Presentation

Ausbildung

Master’s degree in business/finance or related field

CFA (plus)

Tools

Avaloq

Bloomberg Terminal

Jobbeschreibung

Senior Investment Consultant

Your Role

As a Senior Investment Consultant at Bank J. Safra Sarasin, you will act as the expert investment voice trusted by our advisory clients. Engaging with them directly, you will transform market insights into robust portfolio decisions, driving outcomes from the initial proposal through to regular comprehensive performance reviews.

Your Responsibilities

• Provide tailor-made multi-asset-class investment advice to UHNWI clients, Family Offices and sophisticated Private Banking customers across different regions
• Construct and monitor investment portfolios, advising on asset allocation and strategic / tactical investments across all asset classes
• Maintain regular client interaction via phone, email, and physical meetings
• Analyze financial markets to develop and monitor client investment strategies
• Work with the global Investment Consulting team to initiate investment ideas and engage with Private Banking teams to grow the investment consulting business

Your Profile

• Master’s degree in business / finance or a related field; CFA is a plus
• Minimum 10 years of client-facing experience in a senior investment advisory function within the private banking industry
• In-depth knowledge of financial instruments across all asset classes
• Knowledge in Regulatory Framework (MiFID, etc.)
• Proficiency in Excel, PowerPoint, and Bloomberg; experience with Avaloq is preferred
• Strong communication and presentation skills, flexibility, reliability, and the ability to work under pressure
• Excellent English (written and spoken) is mandatory; additional languages are appreciated

Your Benefits

• 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 environmentCompetitive 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 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 employees are our most valuable asset, we are proud of our unique culture that fosters entrepreneurship and is fueled by a high team spirit and the positive attitude of each individual. Join our international team and be part of the next chapter of the J. Safra Sarasin Group.

• Bank J. Safra Sarasin AG
  Elisabethenstrasse 62
  4051 Basel