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Junior Financial Strategies Advisor & Advisory Platform Specialist

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 investment 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.
Division
Trading, Treasury & Asset Management
Function/Position
Junior Financial Strategies Advisor & Advisory Platform Specialist
Location
Zurich
Function/Position objectives
The Financial Strategies Advisory team is responsible for providing trading, investment, hedging strategies and product information to Customer Relationship Managers and direct clients. We are looking for a dynamic professional with a strong background in IT and a keen interest in pursuing a career in financial markets, to manage and support further development of the Advisory Platform and to manage advisory clients and support Senior Financial Strategies Advisors.
Responsibilities
  • Program analytical and proposal tools for the Advisory Platform and be a part of the dynamic Financial Strategies Advisory team
  • Partner with Business Development, Product Managers and IT to identify, develop and implement solutions for the digital Advisory Platform
  • Be responsible to ensure IT processes for the platform will be developed and implemented
  • Support Senior FSA Team with various advisory services and trade execution
  • Ongoing monitoring of client investment portfolios (especially in Portfolio Advisory Mandates)
  • Analyze and initiate investment ideas/themes in collaboration with the global Financial Strategies Advisory and Asset Management teams
  • Provide high quality tailor-made investment advice and investment strategies to all Private Banking clients and prospects to meet their financial goals
Profiles
  • Bachelor degree in a relevant field and/or education in business IT or finance; higher financial education (CFA/AZEK) would be advantageous
  • Minimum 2 years’ experience in project management or IT development in the financial industry
  • Strong software skills and an understanding of programming constructs (Visual Basic, VBA.net, and Python) in a MS Windows based enterprise software environment
  • Familiarity with advisory tools and financial systems such as Avaloq, Bloomberg and Reuters would be an asset
  • Strong analytical and investigation skills and able to work independently with minimal supervision, entrepreneurial mind-set
  • Affinity for financial markets and basic understanding of Portfolio management
Activity rate
100%
Please send your application to:
Only direct applications will be considered.