Junior Investment Advisor (Finance)

TL;DR

Junior Investment Advisor (Finance): Providing proactive, tailor-made investment advice to UHNWI and sophisticated wealth management clients with an accent on portfolio monitoring and asset allocation. Focus on managing advisory books, generating investment solutions, and presenting market strategies to high-net-worth clients.

Location: Zürich, Switzerland (Hybrid, up to 20% home office)

Company

hirify.global is a family-owned and publicly listed investment company headquartered in Zurich, committed to long-term thinking and sustainability.

What you will do

• Provide high-quality, proactive, and tailor-made investment advice to UHNWI and sophisticated wealth management customers.
• Manage a book of advisory direct clients, ensuring careful execution across all asset classes and instruments.
• Monitor advisory portfolios focusing on risk budget, performance, and asset allocation.
• Generate and produce investment ideas and solutions for the private client unit.
• Present market views and investment strategies to relationship managers, clients, and prospects.
• Prepare and participate in client pitches.

Requirements

• Minimum 5 years of experience in finance, focusing on direct client holistic investment advisory or execution.
• Strong knowledge of all asset classes, macroeconomics, and investment strategy.
• Excellent written and verbal communication skills in English and Russian.
• Proficiency in Microsoft Office and finance tools such as Bloomberg or Factset.
• Must be based in or able to work from Zürich, Switzerland.

Nice to have

• Experience in portfolio management.
• Proficiency in German.

Culture & Benefits

• Modern office in Zurich with collaboration spaces and rooftop terraces.
• Free lunch provided.
• Flexible working model with home office possibility up to 20%.
• Agile environment with a flat hierarchy and collaborative spirit.
• Access to latest technology to support professional growth.