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Advisory Platform (Junior - Investment Consultant) (Ref. 1256)

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Bank J. Safra Sarasin AG
Advisory Platform (Junior - Investment Consultant) (Ref. 1256)
Advisory Platform (Junior - Investment Consultant) (Ref. 1256)
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.
Asset Management & Institutional Clients
Advisory Platform (Junior Investment Consultant) (Ref. 1256)
Function/Position objectives
The Advisory Platform is responsible for the management and development of all advisory tools. We are looking for a dynamic professional with strong IT and project skills as well as a strong interest in financial markets. The candidate supports the development of Advisory Platform, partnering with different stakeholders in the bank to further develop the digital advisory platform.
  • Engage with Business Development, Product Managers and IT to identify, develop and implement advisory solutions & tools.
  • Create sales and client presentations and prepare comprehensive portfolio analysis.
  • Cooperate with Portfolio Management, Financial Strategies Advisory and other Asset Management teams.
  • Support the Investment Consulting team in its development and in daily business activities.
  • Bachelor or Master Degree in Economics/Finance/IT.
  • Minimum 1 year experience in Finance, project management or IT development in the financial industry.
  • Strong software skills and an understanding of programming constructs in a MS Windows based enterprise software environment.
  • Familiar with financial systems such as Avaloq, Bloomberg and Reuters would be a plus.
  • Strong analytical, organisational & investigation skills and able to work independently with minimal supervision, entrepreneurial mind-set.
  • Team player, strong commitment, resilience, flexibility and solution oriented.
  • Fluent in English & German, other languages would be a plus.


Elisabethenstrasse 62 Postfach 4002 Basel, Switzerland

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