Portfolio Advisor - Switzerland Offshore Banking Job

  Switzerland

Length of Position: Perm
Dates: Immed

Description: This rapidly expanding private bank is looking to add an experienced Portfolio Advisor to Zurich based wealth management practice.

Reporting to the Head of Tailored Portfolio Management Service, as Portfolio Manager, you will be expected to provide leadership, advice and guidance in order to assist Private Bankers and Investment Consultants in the sale of our Tailored Portfolio Management Service. The main duty of the Portfolio Advisor is to provide high quality portfolio management and investment advice. You will also be expected to service and develop existing client relationships, work with Private Bankers and Investment Consultants to develop new client relationships and to help identify new channels outside of the Bank to develop business.

The successful applicant for the Portfolio Advisor role will be a university educated individual with a professional qualification i.e. CFA, CFPI, CIIA etc. They should have at least five experiences in pro-actively servicing HNW and UHNW clients by providing first class investment advice and portfolio management services on an advisory or discretionary level. You will be able to display excellent knowledge about financial markets, different asset classes and products. Lastly you will have fluent English with other languages highly desirable (e.g. Russian, German, Ukrainian).

The Portfolio Advisor position is a well paid offshore banking job offering a great salary and full participation in the Bonus scheme. For more information on the Portfolio Advisor opportunity or other offshore banking jobs please contact us.

Salary / Pay: As per description

Experience Required: yes

As per description

This Program is open to Worldwide Participants.

Application Process Involves:

• In-Person Interview when Feasible
• Letters of Reference
• Online Application plus Application Assessment
• Phone Interview
• Resume

FOR Offshore 's Mission Statement: For clients, the corner stone of our client practice is founded on building long-term relationships and understanding your business needs. We offer a flexible approach to recruitment and consider every requirement unique, providing a one to one professional service. The fundamental nature of our business is based on honesty and integrity, and delivering an agreeable partnership between our clients and our candidates.

Year Founded: 2008