Vacancies

Bank J. Safra Sarasin Ltd is a leading sustainable private bank, offering all the advantages of the Swiss banking environment together with dynamic and personalised advisory services focusing on opportunities in international financial markets. The Bank provides a high level of services and expertise when acting as investor advisor and asset manager for private and institutional clients. Financial strength, excellent client services and outstanding quality are therefore key elements of its corporate philosophy.J. Safra Sarasin’s most valuable capital is its employees. They are essential to the success of the organisation, now and in the future. Their technical expertise, professional qualifications and social skills are highly valued by the Group’s clients, management and business partners. The success of J. Safra Sarasin depends on the enthusiasm and commitment of every one of its employees worldwide.Business UnitFinancial Strategies AdvisoryFunction/PositionFunds & Discretionary Mandates – Assistant Vice President or Vice PresidentLocationZurichFunction/Position objectivesThe competence center Funds & Discretionary Mandates is part of the Financial Strategies Advisory business unit. The goal is to offer and advise clients regarding investments in funds, both internal and external funds, or in discretionary mandates. This applies across markets, asset classes and both traditional and alternative strategies. The candidate should be passionate about financial markets and is looking to be pro-active on idea generation and discussions with Client Relationship Managers (CRM), clients and advisors.Responsibilities

• Develop and maintain relationships with our client relationship managers (CRM), external asset managers (EXAM) and direct access client advisors (DAC)


• Advise, promote and distribute funds and discretionary mandates through a creative advisory approach


• Identify trading/investment opportunities through research (macro research, fund managers etc…)


• Direct interaction with various stakeholders at the bank including Investment Communication, Fund Research, Asset Management etc…


• Willingness and ability to respond to requests in a timely and efficient manner


• Monitor and evaluate various products and client portfolios invested primarily in funds and discretionary mandates


• Prepare investment proposals for specific investments or diversified portfolios using funds and discretionary mandates


• Production and promotion of marketing materials for Client Relationship Managers and clients


• Visit and discuss on a regular basis with CRMs, EXAMs and DAC advisors based in various locations


• Support CRMs in client meetings by offering Bank J. Safra Sarasin funds and discretionary mandates

Profiles

• Master degree of a University, CFA an advantage


• At least 5 years of experience in the financial industry, ideally in an investment advisory role focusing on funds


• Strong financial background – candidates with knowledge of funds universe will be favoured


• Strong interpersonal skills, highly self-motivated, independent and stress resistant personality


• Excellent educational background


• Self starter, strong intellectual capabilities and an entrepreneurial mindset


• Excellent verbal and written communication skills in English and German; conversant in French or Italian is a plus

Activity rate100%Please send your application to:Only direct applications will be considered.