Investment Advisor - EAM

Mirabaud-; Genf; Vor Ort; CHF 120.000 - 160.000; Vollzeit

Benefits dieser Stelle

Step into the action!

Family-friendly environment

Direct impact on the business

Autonomy and entrepreneurship

Inclusion and equal treatment

Zusammenfassung

Mirabaud invites you to join an entrepreneurial and innovative environment in Geneva. As part of the Investment team, you will support the development and promotion of the investment offers for External Asset Managers and provide proactive investment ideas to independent managers.

You will execute and document trades, prepare client reports, assist RMs, and draft investment ideas and research documents while delivering proactive advice to sophisticated clients in line with guidelines.

Qualifikationen

• University degree in Finance or Economics; CFA/AZEK a plus.
• 3–5 years experience in the Investment Department of a Bank or External Asset Manager.
• Fluent in English and French; strong client-facing and communication skills.

Aufgaben

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

Ausbildung

University Degree in Finance or Economics

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.