Team Head Emerging Markets, Investment Advisory, Zürich-based, 100% (f/m/d)
Core
Lead a team of investment advisors and serve as a primary strategic partner for high-net-worth and ultra-high-net-worth clients in Emerging Markets (MENA, APAC, Southern Europe), delivering bespoke investment strategies and portfolio diagnostics.
Role type
Senior IC investment advisor with team leadership responsibilities
Builds
Bespoke investment strategies, portfolio diagnostics, and thematic ideas for complex family dynamics and intergenerational goals
Domain
Private banking / Wealth management / Emerging Markets
Required skills
Investment advisory, team leadership, portfolio diagnostics, asset allocation, macroeconomic analysis, regulatory compliance (MiFID II), cross-border advisory, cultural nuance understanding
Preferred skills
CFA, CAIA, CWMA, expertise in equities/bonds/alternatives/hedge funds/private markets/structured products, tax planning, estate planning, AML regulations, Bloomberg proficiency
Technologies
Bloomberg, Microsoft Office Suite
Responsibilities
Lead and mentor a team of investment advisors; serve as lead advisor for top-tier Emerging clients; conduct portfolio diagnostics and asset allocation reviews; drive thematic idea generation; oversee trade execution and transaction management; collaborate with Relationship Managers on client meetings and transition planning
Seniority
Senior, hands-on IC with team leadership
