Senior Portfolio Advisor – Swiss Job – Offshore Banking

About Switzerland

Switzerland is a country of roughly 7.7 million people (2009) in Western Europe with an area of 41,285 km². Switzerland is a federal republic consisting of 26 states called cantons. It is not a member of the European Union.

Its official currency is the Swiss Franc and it operates on Central European Time (CET).

Switzerland whilst land locked is very much an offshore finance jurisdiction – combining both a low tax regime with being an offshore banking centre. Approximately 5.6% of the total Swiss workforce works in banking jobs.

The city of Zurich is the country's banking heart as it is where the majority of the world's offshore bank headquarters are located. Swiss banks hold an estimated 35% of the world's private and institutional funds (or 3 trillion Swiss francs). The obvious strategic growth areas for the jurisdiction include:

Private Banking
Wealth Management
Fund Management
Fund Operations

Job Specification

This international banking group are looking for an exceptional Portfolio Advisor, to be based in their Zurich office.

The Senior Portfolio Advisor is asked to proactively service HNW and UHNW clients by providing first class investment advice and portfolio management services on an advisory or discretionary level to institutional and/or high-net worth clients of the Bank.

Reporting to the Head of Tailored Portfolio Management Service, you will be expected to provide leadership, advice and guidance in order to assist Private Bankers and Investment Consultants in the sale of the Tailored Portfolio Management Service. To support this you will provide high quality portfolio management and investment advice.

As Senior Portfolio Advisor you can expect to be asked to develop existing client relationships and work with Private Bankers and Investment Consultants to develop new client relationships.

Finally in this well paid Swiss job you will have to ensure compliance with all local regulatory policies and to ensure client documentation is complete and investment objectives are clear.

To be considered for the Senior Portfolio Advisor position you will be university education, plus ideally professional qualification i.e. CFA, CFPI, and CIIA etc.

You will be able to demonstrate at least five years experience in portfolio management and an excellent knowledge about financial markets, different asset classes and products.

To be selected for this offshore banking job you will need a good understanding of financial markets and portfolio management with the technical expertise and ability to discuss a broad spectrum of asset classes in a credible manner.

Lastly you will need to show a proven understanding of the needs of clients and Private Bankers.

Needless to say the Senior Portfolio Advisor vacancy is a well paid Swiss job offering an outstanding salary and bonus.

For more information on the Senior Portfolio Advisor opportunity or other Swiss jobs or offshore banking jobs please contact our recruitment consultant team.

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