Investment Advisor(s) – Russian market

Career Opportunities are listed below.
Published: February 5, 2020
Location
Zurich / Geneva, Switzerland
Job Type
Category
Job description (PDF version)
Reference code
DA1271

Description

Our client, leading global financial services firm with assets of more than $2 trillion, is looking to grow and
hire Investment Advisors covering the Russian market.

Role

• Partner with the relationship managers in determine clients’ needs and pinpointing new business
opportunities, and submitting proposals for relevant investment solutions
• Deliver bank’s view, asset allocation and investment ideas to clients and relationship managers,
including investment proposals
• Be responsible of the overall revenue generation on the respective book in a scalable and efficient
way
• Own the whole investment process, from initiating to closing
• Proactively leverage product specialists whenever appropriate
• Constantly review the clients’ portfolios
• Maintain a strong compliance culture, ensuring optimal compliance and risk management by
adhering to all relevant local laws, regulatory requirements, in-house directives and procedures

Requirements

• Previous experience in similar position or as multi-asset class Discretionary Portfolio Manager or
Fund Manager. Ideally experience as a Discretionary Portfolio Manager and/or Investment
Manager in a leading financial institution
• Deep knowledge and understanding of private clients, with a focus on specific local marketplace
• Superior emotional intelligence, team player, trustworthy and comfortable in dealing with UHNW
clients and senior relationship managers
• University degree in economics, or finance (Master is a plus)
• Fluent in Russian and English or German

Desired Experience

• Excellent presentation and communication skills; ability to present with confidence
• Strong sales skills
• Ability to work in a challenging, dynamic and solutions-oriented environment with international
reach

This could be your next, exciting career move. Get in touch with us by sending your current CV to
info@dartexec.com or calling us on +41 44 215 10 80.

©DART Talent & Executive Search AG – Stadthausquai 1 – 8001 Zurich – Switzerland – www.dartexec.com

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