Investment Advisor: Client-Focused Wealth Solutions

Mirabaud Group; Genf; Vor Ort; CHF 120.000 - 180.000; Vollzeit

Zusammenfassung

Mirabaud Group in Geneva seeks an Investment Advisor support professional to help develop and promote the investment offer for External Asset Managers. You will provide proactive investment ideas, document trades, and assist Relationships Managers with investment questions.

The candidate has a University Degree in Finance or Economics, 3–5 years in an Investment Department, strong client-facing skills, knowledge of markets, portfolio analysis and trade execution, plus fluency in English and

Qualifikationen

• University Degree in Finance or Economics, or equivalent.
• 3–5 years experience in Investment Department of a Bank or External Asset Manager.
• Strong client-facing capacities, sales-oriented, good knowledge of financial markets, portfolio analysis and trade execution.
• Fluent in English and French.

Aufgaben

• Support in the development and promotion of the investment offer dedicated to External Asset Managers.
• Provide proactive technical investment ideas to Independent Asset Managers, based on regulatory context and investment strategy.
• Execute and document trades, cash management and create client reports.
• Assist the Relationships Managers in general questions on investment matters.
• Contribute to drafting investment ideas and research documents.
• Identify profitable investment opportunities, working side by side RMs to optimise revenue generation.
• Prepare bespoke investment proposals for acquiring new business as well as for existing clients.
• Provide proactive investment advice to sophisticated clients in accordance with client's investment guidelines and the Bank's policies.

Kenntnisse

Investment knowledge

Client facing

Portfolio analysis

Trade execution

Teamwork

English

French

Ausbildung

Finance or Economics degree

Jobbeschreibung

Mirabaud Group in Geneva seeks an Investment Advisor support professional to help develop and promote the investment offer for External Asset Managers. You will provide proactive investment ideas, document trades, and assist Relationships Managers with investment questions.

The candidate has a University Degree in Finance or Economics, 3–5 years in an Investment Department, strong client-facing skills, knowledge of markets, portfolio analysis and trade execution, plus fluency in English and