Global Client-Facing Investment Advisor

Mirabaud

Genf

Hybrid

CHF 140,000 - 210,000

Full time

14 days+

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Benefits offered by this job

Family-friendly environment
Direct impact on business
Autonomy and entrepreneurship
Inclusion and equal treatment

Job summary

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

Qualifications

  • 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.

Responsibilities

  • 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.

Skills

Investment experience
Client-facing
Team player
Interpersonal skills
Trade execution

Education

Finance/Economics degree
CFA or AZEK

Job description

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

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