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Investment Consultant

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Schroders

Jan 10

  • Job
    Full-time
    Senior Level
  • Consulting
    Banking & Finance
  • Geneva

AI generated summary

  • You need 5+ years in investment consulting, strong finance education, deep asset class knowledge, high IT skills, excellent communication in English and French, and teamwork ability.
  • You will offer investment advice, generate ideas, prepare presentations, oversee mandates, and collaborate with relationship managers for client meetings in various regions.

Requirements

  • · At least 5+ years proven experience in an investment consulting or related role within the wealth management industry
  • · Higher finance education or specialised finance qualifications (CFA, AZEK, CAIA), an advantage
  • · Deep knowledge about all asset classes and investment instruments
  • · Entrepreneurial investment mindset
  • · High Level of interpersonal skills, ability to discuss and present complex investment matters clearly to clients and RMs
  • · High IT skills including programming languages or AI, Excel, Refinitiv, Data stream
  • · Excellent communication and presentation skills in English and French, Spanish a plus
  • · Ability to work collaboratively in a team-oriented environment

Responsibilities

  • Provide direct and indirect investment advice on all asset classes to clients based in Switzerland, UK, Europe and Middle East
  • Provide and generate investment ideas, portfolios reviews and sales material to Relationship Managers and clients
  • Provide advisory and discretionary investment management services alongside relationship managers
  • Prepare documents and presentations for client meetings and pitches
  • Proactively oversee advisory mandates

FAQs

What is the primary location for the Investment Consultant position?

The position is based in Geneva.

How many years of experience are required for this role?

At least 5+ years of proven experience in an investment consulting or related role within the wealth management industry is required.

What kind of investment strategies will the Investment Consultant provide?

The Investment Consultant will provide expert advice on a range of investment strategies across all asset classes.

Is a specific educational background required for this position?

A higher finance education or specialized finance qualifications (such as CFA, AZEK, CAIA) are considered an advantage.

What languages are required for this position?

Excellent communication and presentation skills in English and French are required, with Spanish being a plus.

What skills are necessary for an Investment Consultant at Schroders?

Necessary skills include deep knowledge of all asset classes and investment instruments, high interpersonal skills, IT skills (including programming languages or AI), and the ability to present complex investment matters clearly.

What kind of work environment does Schroders offer?

Schroders offers a challenging, diverse, and supportive working environment with modern employment conditions in an international, dynamic, and entrepreneurial setting.

Is there an emphasis on diversity and inclusion within the company?

Yes, inclusion and diversity are strategic priorities for Schroders, and they are an equal opportunities employer.

How should applicants submit their applications for this position?

Applicants should apply online with their complete application, as only direct applications will be considered.

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Schroders

Finance
Industry
5001-10,000
Employees
1804
Founded Year

Mission & Purpose

As a global investment manager, we help institutions, intermediaries and individuals across the planet meet their goals, fulfil their ambitions, and prepare for the future. But as the world changes, so do our clients’ needs. That’s why we have a long history of adapting to suit the times and keeping our focus on what matters most to our clients. Doing this takes experience and expertise. We bring together people and data to spot the trends that will shape the future. This provides a unique perspective which allows us to always invest with conviction. We are responsible for £737.5 billion (€831.3 billion/$887.2 billion)* of assets for our clients who trust us to deliver sustainable returns. We remain determined to build future prosperity for them, and for all of society. Today, we have 6,100+ people across six continents who focus on doing just this. We are a global business that’s managed locally. This allows us to always keep our clients’ needs at the heart of everything we do. For over two centuries and more than seven generations we’ve grown and developed our expertise in tandem with our clients’ needs and interests.

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