Optima Partners | Investment Advisor - Cross Asset

Investment Advisor - Cross-Asset

For our client, a mid-sized private bank, we are seeking an Investment Advisor Cross Asset, reporting directly to the CIO.

You will have the opportunity to evolve within a dynamic team in a human-scale institution with an international presence.

Responsibilities

• Identify investment opportunities and write investment ideas across all asset classes


• Prepare and conduct investment idea and sales meetings with Relationship Managers (RMs) and clients


• Perform portfolio reviews and make investment proposals aligned with clients’ risk profiles and investment objectives


• Provide full support to RMs and External Asset Managers (EAMs) for all investment-related questions and research (across all asset classes)


• Demonstrate strong knowledge of structured products and option strategies


• Perform controls on advisory accounts for risk management purposes


• Actively participate as a member of the Investment Committee

Profile and Required Skills

• Master’s degree in Finance, CFA / CAIA or equivalent qualification


• Minimum 5+ years of experience in a similar role within private banking or wealth management in Switzerland, CWMA certification a +


• Strong expertise in equity analysis, security selection, and portfolio management.


• Broad understanding of financial markets, asset classes, and investment products


• Proven ability to translate investment views into actionable trading strategies for client portfolios.


• Experience with derivatives trading as part of effective portfolio management.


• Solid understanding of the Fixed Income and Securities environment (CH, EU, and US).


• In-depth knowledge of micro and macro valuation drivers, as well as market sentiment, positioning, and technical analysis.


• Excellent communication skills to convey market insights and investment perspectives to internal and external stakeholders.


• Team player, analytical, entrepreneurial, innovative, and reliable


• Fluent in English, French and Spanish an asset


• Excellent communication skills


• CH / EU nationality required