Senior Client Portfolio Advisor

A career at the Lombard Odier Group is something to be proud of. Our mission is to protect and grow our clients’ wealth - but not by any means necessary. Sustainability is at the heart of everything we do and we treat our clients’ wealth as if it were our own. We protect our clients’ assets for the long-term using expertise and innovation, all underpinned by our Rethink Everything philosophy. Our colleagues are the foundation of our success. We employ people at different life stages, from graduates to executive level leaders. The one thing they all have in common is that they seek to challenge the status quo, are imaginative and have the ability to offer a fresh perspective.With more than 200 professionals, our Investment Solutions department is responsible for providing sophisticated and customized investment services to our private clients and within this organization, we are looking for a Senior Client Portfolio Advisor based in Zurich:Missions:Provide high quality investment advice to our Private Banking clientsFrequent, pro-active client interactions to provide value add to our clientsFollowing and analyzing financial markets to develop clients investment solutionsOngoing monitoring of our serviced portfolios with focus on investment opportunities, constraints and risksGenerate and communicate investment ideas to internal and external clients in collaboration with global advisory and investment solutions teamConduct internal meetings and presentations to relationship managers with special focus on Lombard Odier evolving investment topicsDesired Profile:Master’s degree in business, finance or a relevant field. Higher financial education (CFA/AZEK) would be an assetMinimum 5 years client facing experience in a senior investment roleIn-depth knowledge in cross asset classes and financial instruments, strong risk awarenessExcellent communication and presentation skillsReliable execution capabilities and strong work ethicsFlexible and reliable with strong ability to work under pressure and independentlyProficiency in Excel, Power-Point, Bloomberg and FactSetExcellent writing and communication skills in German and English required, French a strong plusSwiss citizen, or holder of Permit C/BIf you recognise yourself in this description, then please do apply. We look forward to hearing from you.