Bank J. Safra Sarasin - Senior Financial Strategies Advisor

The Financial Strategies Advisory team is responsible for providing trading, investment, hedging strategies and product information to Customer Relationship Managers and Direct clients.

We are looking for a dynamic professional with a strong background in investment advisory in the CIS/Russian market and sales skills in all asset classes. Strong emphasis on teamwork, both on a regional as well as global basis.


  • Following and analyzing financial markets to monitor and develop client's investment strategy

  • Provide high quality tailor-made investment advice and investment strategies to all Private Banking clients and prospects to meet their financial goals

  • Daily client interaction by phone, e-mail and physical meetings

  • Ongoing monitoring of client investment portfolios

  • Analyzing and initiating investment ideas/themes in collaboration with the global FSA and Asset Management team

  • Conduct internal sales meeting presentations with special focus on Bank J. Safra Sarasin's evolving investment ideas/themes


  • Master’s degree in a relevant field and/or education in business or finance. Higher financial education (CFA/AZEK) would be advantageous

  • Minimum 5 years client facing experience in a senior investment advisory and sales function in the banking industry

  • In-depth knowledge in cross asset classes with focus on Emerging Market Fixed Income

  • Very good communication and presentation skills

  • Flexible and reliable personality with strong ability to work under pressure

  • Strong knowledge in Excel, Power-Point and Bloomberg; experience with Avaloq preferred

  • Excellent writing and communication skills in Russian and English a must, further languages appreciated

Activity rate


Please send your application to:

Only direct applications will be considered.