Advising internal and external clients – your passion

Our client is a successful international private bank committed to provide wealthy clients with superior asset management solutions and services. Since the bank is further strengthening its advisory team in Zurich, we have been appointed to find an

Investment Advisor

with strong communication and presentation skills. As a member of the investment idea generation team and in close interaction with the other advisors and portfolio managers you will monitor the investment universum, generate ideas and draw up proposals. You will – together with the Private Banking RMs – identify appropriate investment strategies tailored to client needs and expectations. This will help in getting new business and increasing existing client portfolios. Additionally, you will also have direct contact with demanding active advisory customers. Furthermore, you maintain a close working relationship with segment experts, investment platform- and product specialists to ensure that client insights or market intelligence can provide feedback for potential product development or services opportunities.

Successful candidates for this challenging position have a sound education (CFA or equivalent preferred) and several years of relevant experience. Also required are good analytical skills, a well structured, efficient working style including a proactive and hands-on approach. Fluency in English is a must, German a strong asset and any other language would be helpful. We are looking for individuals with an independent mind-set, the ability to stand behind their investment recommendations and be able to define positive impact on portfolio performance, together with the proven capacity to operate effectively under tight deadlines. If you are a strong teamplayer with a professional level of self-confidence who is flexible and hungry enough to make an impact in a dynamic and innovative organization, please send your résumé and covering letter to Roland Staub or Claudia Zachmann, by E-Mail.

  • Job Titel Investment Advisor
  • Branche Finanzdienstleister
  • Region Grossraum Zürich
  • Status Archiv
  • Ihr Berater
    Roland Staub (RS)
    Roland Staub - rstaub(at)
    Corporate Management Selection C.M.S. AG Zürich
    Carmenstrasse 24, 8032 Zürich
    Tel. +41 44 250 40 00

„Das optimale Gleiten kommt beim Skating nur, wenn der nächste Impuls präzise und nicht zu früh erfolgt. Parallelen im Business sind nicht selten.“

Roland Staub

Tel. +41 44 250 40 00

Ausbildung und Berufspraxis

Kaufmännische Ausbildung und Lehrgänge Personalmanager und Coaching bei Dr. P. Müri. Langjährige Fach- und Führungserfahrung in der Finanzdienstleistungsindustrie in Zürich und London. Seit 1992 Konzentration auf die Suche und Auswahl von Kader und Fachspezialisten. Gründer und Partner der Mc Dust AG, Banking Recruitment, seit 2006 Partner der C.M.S. AG.

Roland Staub
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