Global Client-Facing Investment Advisor

Mirabaud; Genf; Hybrid; CHF 140.000 - 210.000; Vollzeit

Benefits dieser Stelle

Family-friendly environment

Direct impact on business

Autonomy and entrepreneurship

Inclusion and equal treatment

Zusammenfassung

Mirabaud in Geneva is seeking a Senior Investment Advisor to support the development and promotion of the investment offer for External Asset Managers. You will provide proactive investment ideas based on regulatory context and strategy and document trades and client reports.

You will assist Relationships Managers on investment questions and contribute to drafting ideas and research documents. The role emphasizes autonomy, entrepreneurship, and a direct impact on the business within a

Qualifikationen

• University degree in Finance or Economics or equivalent.
• 3–5 years investment dept. experience.
• Strong client-facing and sales orientation.
• Fluent in English and French.

Aufgaben

• Under supervision, support development and promotion of the investment offer for External Asset Managers.
• Provide proactive investment ideas to Independent Asset Managers based on regulatory context and strategy.
• Execute and document trades, cash management and create client reports.
• Assist Relationships Managers with investment questions.
• Contribute to drafting investment ideas and research documents.
• Identify profitable investment opportunities with RMs to optimize revenue.
• Prepare bespoke investment proposals for acquiring new business and existing clients.
• Provide proactive investment advice to sophisticated clients per guidelines and policies.

Kenntnisse

Investment experience

Client-facing

Team player

Interpersonal skills

Trade execution

Ausbildung

Finance/Economics degree

CFA or AZEK

Jobbeschreibung

Mirabaud in Geneva is seeking a Senior Investment Advisor to support the development and promotion of the investment offer for External Asset Managers. You will provide proactive investment ideas based on regulatory context and strategy and document trades and client reports.

You will assist Relationships Managers on investment questions and contribute to drafting ideas and research documents. The role emphasizes autonomy, entrepreneurship, and a direct impact on the business within a