Senior Investment Specialist (80-100%)

About the job

WE ARE LOOKING FOR YOU!

Senior Investment Specialist

80-100 % in Zurich

Your Mission

As a communicative investment personality with private banking experience, you are a trusted sparring partner for our demanding clientele. You are the interface between our investment centre and our clients and prospects, translating our investment strategy around returns, megatrends and footprint into convincing, client-specific solutions and inspiring private clients, family offices and foundations with well-founded and inspiring communication for the investment world of Globalance.

These versatile tasks await you

• Shape client communication

You are the investment voice towards our clients and develop formats and content in close collaboration with client advisory.

• Present confidently

Presentation of portfolio performance and market outlook for private clients, family offices and foundations based on active market observations and well-founded assessments of asset classes and investment components – you make megatrends and footprint tangible for our clients.

• Create analyses and reports

Preparation of investment proposals, performance analyses and client reports.

• Prepare pitches

You take the lead in important pitches for new clients.

• Further develop digital platform

You contribute to the further development of our digital platform Globalance World from an investment perspective.

• Manage portfolios in portfolio management

You independently manage your own clients in portfolio management & implement asset allocation decisions.

• Ensure quality and compliance

Ensuring compliance with regulatory and internal investment guidelines.

THIS IS YOU

• Qualified

Completed studies in economics, finance or comparable qualification; CFA, CIIA or similar additional training advantageous.

• Experienced

Several years of experience (at least 7 years) in the investment field and private banking with demanding clients or as a client investment specialist.

• Technically proficient

Extensive knowledge of financial markets, asset allocation and wealth management in a multi-asset context (explicit equity market knowledge advantageous).

• Digitally savvy and IT proficient

You naturally use AI as a working tool – for analyses, reports and first-class presentations and are proficient in Excel & PowerPoint.

• Strong communication skills

Strong communication skills and confident manner in dealing with demanding clients, fluent German and English skills.

• Proactive creator with high self-motivation

Inspiring personality with empathy and enthusiasm, who thinks independently and entrepreneurially and keeps an overview even with several parallel topics.

THIS IS GLOBALANCE

Globalance is an innovative, owner-managed Swiss private bank that invests in future solutions with a positive footprint.

• Purpose-driven

100% of our employees identify with our goals, 95% find their work exciting or very exciting.

• Strong growth

As one of the most innovative Swiss private banks, we offer you exciting development opportunities.

• Authentic

"We walk the talk" – positively changing the future is our shared passion.

• Agile & direct

As an independent, founder-led company, we have flat hierarchies and fast decision-making processes.

WE LOOK FORWARD TO YOUR APPLICATION!

Please send your application to HR@globalance.com.

Show us how you communicate: We look forward to you attaching to your dossier

work samples – for example presentations, market commentaries or client publications.