Investment Consultant - #44174

Job Description

About Schroders Group

Schroders is a leading provider of active asset management, advisory and wealth management services and is widely recognised as a leader in sustainability. Few investment managers can match the combination of capabilities and global reach that Schroders offers. This breadth of services across public and private markets allows for distinctive solutions for the diverse needs of clients, who look to Schroders to provide superior long-term investment outcomes.

Schroders in Switzerland is a renowned Financial Institution with around 300 employees located in Zurich and Geneva. For our private clients we provide tailor-made investment solutions and complementary financial services. We invest in a broad range of asset classes across equities, fixed income, multi-asset and alternatives. We also specialize in providing high-quality private equity solutions to our clients.

Position Overview – Investment Consultant, Geneva

As an Investment Consultant, you will be responsible for providing expert advice and guidance to our clients on a range of investment strategies. You will play a key role in shaping our investment offerings, while ensuring our clients' investment objectives are met. The role is based in Geneva.

What You’ll Do

• Provide direct and indirect investment advice on all asset classes to clients based in Switzerland, Europe and Middle East
• Provide portfolio reviews and investment proposals, generate investment ideas and develop sales materials using Microsoft Office tools for Relationship Managers.
• Provide advisory and discretionary investment management services alongside relationship managers (pitches)
• Prepare documents and presentations for client meetings (PowerPoint and Excel)
• Proactively oversee advisory mandates
  
  

The Knowledge, Experience And Qualifications You Need

• At least 5+ years proven experience in an investment consulting or related role, preferably within the wealth management industry
• Higher finance education or specialized finance qualifications (CFA, AZEK, CAIA), an advantage
• Knowledge about all asset classes and investment instruments, especially investment funds
• High Level of interpersonal skills, ability to discuss and present complex investment matters clearly to clients and RMs
• Strong IT skills, PowerPoint, Excel, Power BI, Reuters, Datastream and AI tools.
• Excellent communication skills in English, Arabic a big plus
• Ability to work collaboratively in a team-oriented environment
  
  

What You’ll Be Like

• A great team player who can maintain good working relationships within the group with collaborators
• Strong coordination and organizational capabilities
• Entrepreneurial mindset
• Commercially minded and service oriented
• Flexible and able to cope with a changing environment
• Build client coverage progressively over time in line with our evolving growth strategy
  
  

We Recognise Potential, Whoever You Are

Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.

About Us

We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.