Junior Investment Advisor

Ref: 569ASISWPBTitle: Junior Investment AdvisorLocation: ZurichSalary: AttractiveDate: 23rd of October 2025Our client is looking for an Junior Investment Advisor, to formulate investment strategies and work with Relationship Managers in managing client portfolios.Duties Include:Support senior advisors in providing investment guidance to high-net-worth clients, helping to align portfolios with their investment goals, asset allocation targets, and risk profiles.Assist in preparing investment strategies, proposals, and presentations under the supervision of senior team members.Communicate the firm’s market outlook (“house view”) within the team and seek input or training from product specialists when needed.Work with Relationship Managers to gather client information, prepare investment ideas, and help conduct portfolio reviews.Contribute to Product Council discussions by researching products, preparing materials, and staying informed about new market opportunities.Help identify and monitor trading ideas across different asset classes, such as equities, bonds, foreign exchange, and structured products.Support the follow-up and promotion of investment products.Ensure all activities comply with regulatory requirements and internal policies.The preferred candidate will ideally have the experience in the Investment Management or Private Banking business, a very good understanding of the Private Wealth Management industry, macroeconomics, and financial markets. Fluency in English and Spanish is essential, any other languages would be considered an asset.If you are interested in this opportunity, please email your C.V. to contact@altussearch.ch or call Altus Search on +41 (0) 41 560 02 21 for a confidential discussion.