Rothschild and Co Bank CH seeks a Senior Head of Strategic Investment Management in Zurich to advise institutional and UHNW clients on bespoke wealth portfolio solutions and strategic asset allocation.
Positioned within the Wealth Management division in Zurich or Geneva, this role supports institutional clients, family offices, and ultra-high-net-worth individuals by crafting comprehensive total wealth portfolio strategies. The position focuses on diagnosing current wealth structures, determining strategic asset allocations, and designing holistic mandates that address complex client needs.
Responsibilities
- Perform detailed asset-liability and total wealth analyses at an institutional level.
- Evaluate intricate portfolios spanning both liquid and illiquid asset classes.
- Assess specific client constraints such as investment timelines, tax implications, governance structures, liquidity requirements, and succession planning.
- Create thorough assessments of existing portfolios to pinpoint concentration risks, mismatches, and operational inefficiencies.
- Construct customized strategic asset allocation models and future-state mandates for diverse investment vehicles.
- Utilize advanced portfolio construction techniques, including risk metrics and illiquidity dynamics.
- Collaborate with internal investment experts to facilitate effective implementation and phased deployment.
- Present high-value investment proposals, translating complex allocation frameworks into accessible narratives.
- Advocate for investment strategies and risk-modeling assumptions before sophisticated investment committees.
- Work closely with Senior Relationship Managers to acquire new clients, manage onboarding, and nurture existing relationships.
Requirements
- 10 to 15 years of experience in private banking, family offices, or institutional asset management.
- Proven expertise in constructing portfolios and allocating assets for UHNW or institutional clients.
- Comprehensive knowledge of public markets and private assets, including private equity, debt, infrastructure, and real estate.
- Strong quantitative abilities, including proficiency in Sharpe ratios, illiquidity premiums, correlation analysis, and cash-flow modeling.
- Exceptional communication and presentation skills, with the capacity to simplify complex financial concepts.
- Advanced analytical skills and practical experience with portfolio optimization software.
- Solid grasp of the Swiss regulatory landscape, specifically FinSA and FinIA, along with cross-border investment nuances.
- Master’s degree in Finance, Economics, or a related quantitative field.
- Native-level or fully professional fluency in English.
Nice to have
- Possession of CFA, CAIA, or CFP qualifications is advantageous.
- Proficiency in German and/or French is highly valued.
What the company offers
- Comprehensive health and wellbeing services.
- Employer pension and social insurance contributions that exceed standard rates.
- A workplace culture characterized by collaboration, respect, and inclusivity.
- Ongoing professional development through internal training programs.
- Financial assistance for external education and professional certification exams.
- Flexible working arrangements allowing up to 40% remote work.
About the company
Rothschild & Co operates as a premier global financial services group, distinguished by over two centuries of history and seven generations of family leadership. The organization is built on strong relationships and places significant emphasis on its people. It fosters a purpose-driven environment guided by thoughtful, creative, and principled decision-making, with a steadfast commitment to responsible, long-term value creation.
- A family-controlled business model that prioritizes long-term relationships and people.
- An inclusive and supportive atmosphere that values diverse perspectives.
- A purpose-driven culture focused on responsible and sustainable decision-making.
- Principles of thoughtfulness, creativity, and integrity guide daily operations.
How to apply
Documents to submit:
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