Investment Manager Investment Manager …

FINCO Search
in Zurich, Switzerland
Permanent, Full time
Last application, 22 Jan 21
to 250,000
FINCO Search
in Zurich, Switzerland
Permanent, Full time
Last application, 22 Jan 21
to 250,000
Rapidly expanding Wealth Manager in Zurich is seeking an Investment Manager to take control of the Investment Office and build out a team as part of a ten year growth plan.

Job Title: Investment Manager

Salary: CHF 150,000 to CHF 250,000

Contract type: Permanent

Location: Zurich, Switzerland

FINCO Search is conducting a confidential mandate on behalf of a Wealth Management firm providing Asset Management and Family Office services to Latin American clients from its offices in Zurich. The company was formed within the last 5 years by an established team with over 100 years of combined experience in private banking, asset management, strategic advice, family office services and financing. Their expertise in this field has seen the business subsequently triple in size to a point whereby the founding partners are now looking to carry out succession planning for the firm by appointing an Investment Manager (and Junior) to oversee the growth and development of the investment office.

Responsibilities:

  • Contribute to and, and then later oversee, the performance of the flagship product offering
  • Actively sourcing, screening and analysis of new investment opportunities
  • Create periodically specified reports on investment decisions and results
  • Provide investment advisory services on core offerings across assets, investments and wealth entrepreneur clients and their family offices

Requirements:

  • Strong analytical background in investments/equities
  • >5 years’ experience as a Financial Analyst, Fund Manager or Senior Investment Officer/Investment manager, preferable with a focus on equities
  • Experienced in taking long-term investment decisions for the firm and their clients
  • Ability and ease in communicating with clients
  • Strong, relevant academic background
  • Willingness to travel and flexibility
  • Analytical thinking combined with a hands-on business approach
  • Entrepreneurial mind-set, strong organization set and self-starter, able to work in a small team
  • Down to earth mentality and great interpersonal skills
  • Fluent in English, preferably Spanish, any other language is a plus
  • Willing to be based in Switzerland, Zurich preferred but not essential

What is on Offer

  • Fully digitalised and automated platform for bankable assets
  • Become an integral part of a small but established team with significant development plans
  • Hands-on decision making and active participation in building up a long-term portfolio
  • High degree of entrepreneurial freedom and opportunity to work in an international environment
  • Generous base salary and negotiable bonus scheme
  • Shareholder discussions in line with succession planning objectives

 

To discuss this role in confidence please contact Jonathan Margrave on +44 203 927 5082 or email Jonathan.margrave@fincosearch.com.

 

We work with our licensed Swiss partner Accurity GmbH on all Swiss placements and all candidate applications/data is handled in accordance with Swiss law

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