Investment Advisor

Quintet Switzerland, Zurich, CHE, CH-8001
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Our Company

Our Company

Operating in 50 cities spanning Europe, Quintet is a private bank for people who see the world differently and who seek a partner like us, committed to protecting and growing their wealth as if it were our own.
Combining agility and security, we focus on what matters most to the individuals and families we serve so they can invest in a richer life, however they define it.
Founded in 1949, headquartered in Luxembourg and operating under the supervision of the European Central Bank, Quintet serves wealthy individuals and their families, as well as a broad range of institutional and professional clients, including family offices, foundations and external asset managers.

Quintet Private Bank offers the opportunity to:
•Work in an entrepreneurial and agile environment where business leaders can take decisions and provide stellar service to clients without unnecessary bureaucracy and red tape.
•Create and build a business (with aligned cultural behaviours, diversity and inclusion) to consistently provide superior investment advice.
•Work with the best professionals, value collaboration and be part of a partnership culture.
•Excel within an enabling team environment, with a focus on partnerships to drive business success.
•Receive competitive market led remuneration structures, based on performance and behaviours.
•Thrive, in the knowledge that there are career pathways to develop both professional and personal interests.

Purpose of the Job / Objectives

The successful candidate will work as part of the Investment Advisory team in Zurich. The main purpose of the role is to connect the Global Products & Services offering with the Wealth Management business and help clients and prospects to get the most suitable products & services offered.

Key accountabilities
• Responsible for limited number of dedicated advisory mandates >5 mln. CHF
• Intensive knowledge of the product range of GPS
• Client acquisition and retention (with Relationship Manager)
Client partner: The Investment Advisor will be ‘Investment Specialist’ at the kitchen table for our wealthy clients and their families, delivering the full Discretionary and Advisory offering, partnering with the Relationship Managers, and being innovative and tenacious in meeting client needs
• Lead for investment proposals & portfolio reviews for “bespoke” clients in discretionary & advisory
• Lead for delivering recommendation & executing client requests for “bespoke” advisory portfolios
• Provides the direction to discretionary portfolio managers on client needs & instructions for bespoke discretionary solutions. (PMs then manage the discretionary portfolios in line with CIO/IM value chain)
CIO / Group Product & Services partner: the voice of our CIO investment views and product recommendations to clients & RMs in their region
• Provide an active feedback loop to colleagues in CIO GPS on offering development, CIO investment views, and product recommendations
• Create conviction with clients & RMs on CIO / GPS investment views & products
• Communications: raise the bar in quality of local delivery in all respects (investment proposals, portfolio reviews, holistic wealth reviews, etc)
Client solutions partner: ensure we drive a holistic approach to client relationships
• Support our Private Bankers, and partner with Lending and Planning in driving growth.

Required Knowledge and Experience

• Proven and relevant Investment advisory experience supported by a university degree or equivalent by experience (minimum 5 years relevant job experience)
• Relevant financial market, asset class and instrument knowledge, including Alternative Investments
• Proven experience in advising HNWI or UHNWI clients with complex wealth structures and comprehensive requirements
• Good understanding of the financial sector, it’s processes, products and regulations

Attributes and Qualities

• Effective communication skills
• Highly organized and results oriented
• Ability to adequately navigate in an international environment, dealing with different cultures and background
• Ability to act as strategic and trusted adviser
• Stress resistant and open minded
• Team player, supportive, with the ability to deal in a transparent and collegiate manner
• Independent thinker with emotional intelligence

Technical Skills

MS Office: Excel, Word, Powerpoint (fluent/advanced)
Bloomberg: advanced/expert knowledge

Language Skills

English & German (fluent / advanced)

Fluency and/or working knowledge of French and/or Spanish would be an advantage, other languages welcome.

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