Investor
HybridZürich, Zurich, Switzerland
Job Summary
Conduct portfolio reviews with clients to identify strategic and tactical opportunities across asset classes, preparing tailored investment recommendations based on individual risk profiles. Execute securities trades for clients and third-party managers while maintaining close communication with internal bankers and external providers. Develop and close sales on complex products, proactively participating in investment idea generation and collaborating with Strategy, Products, Treasury, and Trading desks to create client solutions. Adhere to all internal policies, regulatory guidelines, and AML procedures. Requires a Bachelor's degree in finance or economics, minimum five years of Private Banking experience, and proficiency with AI tools for portfolio analysis and workflow automation.
Required Qualifications
- Bachelor's degree in finance, economics or related field
- Minimum of 5 years work experience in Private Banking of other related Financial Markets experience
- Internal candidates: consistent strong performer in current role (Upper L or Expected Performance + at least 2 times in the past 3 cycles)
- Experience/knowledge of markets and investment products in equities, fixed income, foreign exchange, derivatives and alternative investments
- Sales experience including negotiation, team selling approach, closing the sale and overcoming objections
- Ability to work in a team based environment
Desired Qualifications
- MBA or CFP/CFA preferred
- Using Copilot tools to enhance productivity and decision-making
- Applying AI solutions to portfolio analysis and investment research
- Building client dashboards that support investment recommendations and portfolio monitoring
- Creating assistants and agents that automate tasks, streamline processes, and improve workflow efficiency
- Rethinking and redesigning workflows through AI-enabled solutions to support scalable and sustainable growth
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