Investment Advisor

{"**Job Title:**"Investment Advisor", "**Job Summary:**"We are seeking a highly skilled Investment Advisor to join our team at BBVA in Switzerland. As a key member of our Markets Department, you will provide efficient and ongoing investment advice & assistance to our Bank customers, and assist Relationship Managers with ad-hoc investment proposals, asset allocation, risk analysis, and overall portfolio monitoring.", "**Key Responsibilities:**"

* Monitor client portfolios: deviations from model portfolios, alignment with Strategic & Tactical asset allocations, risk limit violations, performance analysis (individual, by investment profile, deviation from model portfolios), and compliance with all relevant regulations.
* Develop ad hoc investment ideas and "market warnings", identify target positions and/or Customers and stablish a commercial campaign
* Direct contact with customers in order to asses portfolio's evolution, market positioning & investment opportunities
* Occasional travel with RMs to visit key customers & Prospects
* Continuous contact with BBVA SA markets department & BBVA Global Wealth in order to asses bank's market view (both long term & short term)
* Create investment proposals to clients and prospect clients based on their risk profiles and our market view
* Weekly summary of the macroeconomic publications and main news
* Use of the e-banking platform to send the proposals directly to the client
* Execute the approved proposals in e-banking
* Use of Bloomberg for the creation of list of bonds, research of securities and general information to respond to our client's needs
* Back up to our team mates when they are out of the office
* Alignment with the Bank ́s digitalization strategy
* Analysis of the performance of the advisory accounts as well as the asset allocation
* Implement the advisory strategies of BBVA and the countries regulations
", "**About BBVA:**"BBVA is a global bank with over 160 years of history that operates in more than 25 countries, serving over 81 million customers. We are a team of professionals working in multidisciplinary and diverse teams. We are at the forefront of the transformation taking place in the banking sector, challenging the established order to make life easier for our customers. Joining BBVA means developing your career in the company that leads the transformation of the financial sector.

Our responsible banking model aims to achieve a more inclusive and sustainable society. Because the future of finance is financing the future.

We started with the spirit of helping others make the best financial decisions. That spirit remains today and motivates us to continue advancing, prioritizing innovation and digital transformation, and making opportunities accessible to everyone in this new era.

We believe that having a diverse team makes us a better bank. That's why we actively support diversity, inclusion, and equal opportunities, regardless of race, sex, age, religion, sexual orientation, gender identity, expression of gender, and other characteristics.

We cultivate an environment that values and promotes diversity, inclusion, and equal opportunities, and we are committed to creating a workplace where everyone feels valued, respected, and empowered to contribute their best.
", "**Requirements:**"

* Master Degree in Banking or Finance or equivalent. CWMA, EFPA, CFA, CAIA or similar would be an advantage
* Strong skills in financial communication with clients, written and spoken
* Good knowledge in markets, investment vehicles, risk allocation and profiles
* Willingness and ability to work against deadlines with the highest degree of accuracy
* Combine persuasive social and problem solving skills with a high service orientation, discipline and high quality mind-set
* Highly self-motivated, open-minded, quick learner, and well organized person, with an excellent time management
* Reliable team player with sense of responsibility and the ability to adapt to changing demands
* A minimum of 7 years of experience in the Private Banking, Portfolio Management, Investment advisor or similar
* Experience in portfolio construction, risk management, asset allocation, security selection, Funds analysis, etc. will be positively valued.
* Proficient knowledge of the MS Office package (Excel, PowerPoint, access)
* Fluent in Spanish and English, (other languages are a plus)
", "**Location:**"BBVA in Switzerland, Zürich
", "**Language:**"Spanish and English
"}

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