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Equity Advisory and Portfolio Management

Humanis AG

 
Stadt Zürich
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Equity Advisory and Portfolio Management
The ideal candidate will:
Advisory: Develop and maintain advisory process for equity and equity-linked investment products (including preparation and distribution of relevant documentation). Maintain close contact with relationship managers to support sales activities and develop client specific solutions.
Client Contact: Presentation for and to clients (portfolio review, investment advice and recommendation's, performance analysis). Investment proposals for clients for portfolios and instruments.
Portfolio Management: Contribute to the management of client and proprietary portfolios (equity and equity related allocation). Develop tailor made solutions.
Attributes:
Educated to Degree level ideally in Economics or Finance
CFA and/or CAIA Qualified
5 years + experience in Advisory and/or Research, Portfolio Management from the banking sector
Must have experience in Emerging Markets
Highly analytical and strong conceptual skills
Entrepreneurial mind-set and a client first mentality
Advanced IT skills
Must have excellent Communication skills
English language required, German - Highly advantageous
Ambrina Hamid will be at your disposal for any further information and looks forward to the delivery of your application and documents by email to bewerbung@humanis.ch.

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