Advisory Specialist Central

Your role
Do you have a passion for financial markets? Do you have a track record of building strong client relationships? Do you thrive in a team environment? We are looking for an Advisory Specialist dedicated to HNW/UHNW clients and working closely with CAs/RMs across the desks.
manage a portfolio of HNW/UHNW clients domiciled in Latin America, with focus in Central & South America
provide proactive strategic and tactical investment advice across all asset classes
create and implement investment proposals according to the client's risk profile, objectives and our CIO views
ensure smooth execution of day-to-day trading activities and client queries
perform regular portfolio reviews and portfolio health checks
comply with all regulatory, policy and quality standards, contributing to an effective risk culture
Job Type
Full Time
Job Reference #
BR
City
Zürich
Your team
You'll be working in the Advisory & Sales team in Zurich focusing on HNW a...

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