Senior Investment Consultant

Bank J. Safra Sarasin AG; Zürich; On-site; CHF 150,000 - 230,000; Full time

Benefits offered by this job

Health insurance

Meal allowance

Job summary

Bank J. Safra Sarasin AG is seeking a Senior Investment Consultant to serve as the expert investment voice for advisory clients.

You will transform market insights into robust portfolio decisions, from initial proposal through to regular performance reviews. In this senior role, you will provide tailor-made multi-asset-class advice to UHNW clients, construct and monitor portfolios, and maintain ongoing client interaction across regions.

Qualifications

• Master’s degree in business/finance or related field; CFA is a plus.
• 10+ years of client-facing experience in a senior investment advisory function within private banking.
• In-depth knowledge of financial instruments across asset classes.
• Knowledge of Regulatory Frameworks (MiFID, etc.).
• Proficiency in Excel, PowerPoint, and Bloomberg; Avaloq preferred.

Responsibilities

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

Skills

Client-facing advisory

Financial instruments knowledge

Regulatory framework knowledge

Bloomberg/Excel/PowerPoint

Education

Master’s degree in business/finance

CFA is a plus

Tools

Bloomberg

Excel

PowerPoint

Job description

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
• 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.