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Senior Investment Advisor

Senior Investment Advisor

Banks / Business
  • Permanent full time
  • Référence : INT-022141
  • Partager:

Détails

  • Région Geneva - City
  • Type de contrat Permanent full time
  • Secteur d'activité Banks / Business

FOR OUR CLIENT, A REPUTABLE SWISS PRIVATE BANK, WE ARE LOOKING FOR A
SENIOR INVESTMENT ADVISOR
POSITION BASED IN GENEVA

YOUR RESPONSIBILITIES
  • Support the Relationship Managers in their new client acquisition efforts
  • Provide high tailor-made investment advice to Family Officer and sophisticated Private Banking customers
  • Construct and monitor investment portfolios, advising clients on their asset allocation, strategic investments across all asset classes and risk mitigating opportunities
  • Maintain a high degree of knowledge on financial markets, traditional and alternative assets
  • Arrange and execute regular investment and business reviews




YOUR PROFILE
  • Master's degree in a relevant field. Higher financial education (CFA/AZEK) would be advantageous
  • Minimum 5 years client-facing experience in a senior investment advisory in the banking industry
  • Excellent client-facing skills
  • In-depth knowledge of financial instruments across all asset classes
  • Excellent writing and communication skills in English. Any other languages are an asset.

Informations

  • Référence INT-022141
  • Publié le 11 octobre 2021
  • ConsultantJulian TAVARES