SENIOR INVESTMENT SPECIALIST recruitment
Key Objectives
-Organize an efficient distribution process (pre-sales / content sharing / after-sales)
-Promote and raise assets for a range of discretionary products/portfolios
-Organize efficient marketing and communication channels with RMs and IMs
-Work in close cooperation with the sales teams to achieve the department targets
-Participate in the strategic development of the department
-Create best practices in portfolio construction advice
-Organize the launch of new discretionary products
-Be the first point of contact for new business opportunities (RFPs, investment proposals)
-Review and improve the marketing materials (pitch books, product fact sheets, newsletters)
Profile Requirements
-Senior investment profile (strong knowledge of financial markets, asset allocation concepts, portfolio management)
-At least 10 years of relevant experience
-Experience in similar position or as a portfolio manager (multi asset class)
-Strong organizational and communication skills
-Excellent German and English written and spoken ; third language a definite plus
-Client servicing and selling skills
-Ability to convey complex portfolio analytical facts in a client understandable manner
-Willingness to travel
-Located in Zurich