Investment Advisor (50 – 100%)

At Kaiser Partner, we encourage new thinking so that wealth can navigate successfully on the right side of global change. It is important to us that you share your knowledge, experience and talents in order to provide our clients with comprehensive advice, thus preserving their assets for the long term and creating new ones.

Do you want to set new standards in the financial industry together with us and actively help shape their future? We look forward to receiving your application.

Description

• Advising investment advisory and asset management clients and their portfolios on all investment-related topics
• Development and participation in investment ideas and proposals based on the bank’s internal investment universe
• Analysis and assessment of financial markets and preparation of presentations for clients
• Responsibility for and collaboration on various publications
  Close cooperation with other departments (e.g. Portfolio Management)
• Active contribution to the further development of the Investment Advisory department as well as participation in asset class expert groups and the Investment Committee
• Representation of the bank’s investment opinion to existing and potential clients

Requirements

• Degree in business administration (university, university of applied sciences or equivalent).
• Further specialist training (e.g. CFA or CIIA) would be an advantage
• Several years of experience in the financial sector, preferably in the areas of investment advisory, portfolio management or research
• Fluent in German and English
• Very good knowledge of MS Office and Bloomberg, core banking system Avaloq would be an advantage
• Ability to adapt to rapidly changing conditions, including regulatory and technological changes
• Passion for financial markets