Investment Advisor - EAM

Mirabaud & Cie SA; Genf; Vor Ort; CHF 110.000 - 170.000; Vollzeit

Benefits dieser Stelle

Family-friendly environment

Direct impact on business

Autonomy and entrepreneurship

Inclusion and equal treatment

Zusammenfassung

Mirabaud & Cie SA in Geneva seeks an Investment Support professional under the Senior Investment Advisor. You will help develop and promote the investment offer for External Asset Managers, provide proactive ideas, execute trades, and draft research while assisting Relationships Managers on investment matters.

Fluent in English and French, you will collaborate with bank teams to deliver tailored investment proposals and high-quality client service in a dynamic, entrepreneurial environment.

Qualifikationen

• University degree in Finance or Economics or equivalent.
• 3–5 years experience in an Investment Department of a Bank or External Asset Manager.
• Strong client-facing, sales and communication skills; team-oriented.
• Fluent in English and French.

Aufgaben

• Support development and promotion of investment offer for External Asset Managers.
• Provide proactive technical investment ideas based on regulatory context and strategy.
• Execute and document trades, manage cash, and create client reports.
• Assist RMs with investment questions and drafting research documents.
• Identify profitable investment opportunities with RMs to optimise revenue.
• Prepare bespoke investment proposals for new business and existing clients.
• Provide proactive investment advice in line with client guidelines and bank policy.

Kenntnisse

Client-facing

Sales orientation

English & French fluent

Financial markets knowledge

Portfolio analysis

Trade execution

Ausbildung

Finance or Economics degree

CFA / AZEK (plus)

Jobbeschreibung

Company Description

Joining Mirabaud, means entering an entrepreneurial and innovative environment. With the 7th generation of the Mirabaud family working within the bank, the culture is that of a family business. With over 700 employees based in 8 countries worldwide, Mirabaud offers opportunities to develop one's career across an international network.

Job Description

• Under the supervisions of the Senior Investment Advisor, support in the development and promotion of the investment offer dedicated to ExternalAsset 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;
• ldentify 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.

Qualifications

• University Degree in Finance or Economics, or equivalent. Further education in financial markets a plus (CFA, AZEK..);
• A first experience of 3-5years within the Investment Department of a Bank of External Asset Manager is required;
• Extensive client-facing capacities. Sales and solution oriented. Good knowledge of financial markets, portfolio analysis and trade execution. Ability and willingness to work in a team and high interpersonal and communication skills;
• Fluent in English and French.

Additional Information

Step into the action!

• Family-friendly and dynamic environment;
• Direct impact on the business, no matter your position or seniority;
• Work in an environment that encourages autonomy and entrepreneurship;
• Inclusion and equal treatment.