Investment Advisor (temporary position 10 months)

BBVA is a global company with more than 160 years of history that operates in more than 25 countries where we serve more than 80 million customers. We are more than 121000 professionals working in multidisciplinary teams with profiles as diverse as financiers legal experts data scientists developers engineers and designers.

At BBVA we are leading the transformation of banking worldwide united in pursuing our goal of supporting your drive to go further. Firmly focused on the future our on-going digital transformation is already producing disruptive innovations that power our vision of banking. Building on 160 years of history we know the importance of constant development which is why we place so much confidence in the collaborative working environment that enables our people to grow and excel.

For over 50 years BBVA in Switzerland has been helping clients manage their wealth with a global outlook Swiss precision and a philosophy that blends tradition with innovation. From Zurich to the world we provide tailored solutions for those who value both strategy and trust.

Yet our greatest strength lies in our people: an international diverse and highly skilled team that combines financial expertise with a digital mindset and innovative spirit. Continuous learning cross-cultural collaboration and career growth that makes a real impact in our clients lives drive everything we do shaping both the way we work and the opportunities we create for our team.

Joining BBVA in Switzerland means being part of a global bank working on pioneering projects in private and digital banking and growing within a culture that listens evolves and strives to make a difference.

BBVA is a Spanish bank with its Swiss offices located in Zürich.

About the job:

Main Objective :

Being a link between the Markets Department and the RMs by providing efficient and ongoing investment advice and assistance to the Bank customers and assist RMs with ad-hoc investment proposals asset allocation risk analysis and overall portfolio monitoring.

Functions:

• Monitor client portfolios: deviations from model portfolios alignment with Strategic and 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 portfolios 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 banks 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 Bloomberg / LSEG for the creation of list of bonds research of securities and general information to respond to our clients needs.
• Back up to our team mates when they are out of the office.
• Alignment with the Banks 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.

Your profile:

• Master Degree in Banking or Finance or equivalent. EFPA CFA CAIA or similar would be an advantage.
• Strong skills in financial communication with clients written and spoken in Spanish and English.
• 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).

Skills: